Senior Financial Analyst, Deal Desk (Strategic Finance)

Overview

This role supports deal management and strategic finance through complex financial modeling, revenue adjustment tracking, and cross-functional partnership across sales, accounting, analytics, and corporate FP&A. The position sits on the Deal Desk team within Strategic Finance.

Responsibilities

• Own and manage complex financial files used to track customer incentive programs and related revenue adjustments, ensuring they remain accurate, up to date, and aligned with the latest deal terms
• Design Deal Desk incentives by partnering with the GTM organization to craft financial incentives that drive incremental revenue while accounting for unique customer circumstances, needs, and performance
• Analyze and improve Deal Desk effectiveness, including contributing to a quarterly post-mortem to assess which incentives were successful vs. unsuccessful, the amount of accretive revenue driven, and how Deal Desk strategy should be adjusted based on learnings
• Perform strategic financial modeling to evaluate initiatives of interest to senior leadership as an analytic engine for decision-making
• Work cross-functionally to respond to data requests tied to high-impact initiatives, providing clarity on business composition and key operational drivers
• Track revenue adjustments caused by customer incentives and project adjusted revenue for deals live or expected to go live to provide an accurate view of anticipated financial performance
• Partner with Accounting during monthly and quarterly close to ensure revenue adjustments and customer incentive impacts are reflected accurately and timely in financials
• Own the primary KPI file, ensuring accuracy and accessibility of key metrics used in Board of Directors meetings, strategic planning, and other business reviews

Requirements

• Bachelor’s degree (preferably in Finance or related field)
• 5+ years of experience in Financial Planning and Analysis; previous experience in corporate development, accounting, investment banking, strategy, a finance development program, deal desk, or consulting is a plus
• Extremely proficient in Excel / Google Sheets with strong modeling skills and high attention to detail; comfortable managing complex files and improving efficiency and usability
• Highly organized with a proven ability to manage multiple projects and competing priorities across multiple stakeholders, balancing short-term/ad-hoc requests with long-term projects
• Understanding of accounting/financial statements; experience in valuation is a plus
• Exceptional problem-solving and analytical skills
• Strong business judgment and a desire to learn about underlying business drivers
• Ability to interpret complex data and present it clearly, including data visualization
• Excellent written and verbal communication skills with strong attention to detail
• Experience with Tableau, Salesforce, Looker, or comparable data visualization tools

Location

Remote-first with work required during Pacific time zone. Working from the San Francisco Bay Area is highly preferred.

Travel Expectations

• Attendance at in-person team gatherings at least once per quarter, including project meetings, regional meetups, and company-wide events.

Compensation & Benefits

• Full compensation package includes equity and health/vision/dental benefits associated with your country of residence. Base compensation varies by location and experience.
• OTE (base + bonus) salary ranges:
  • SF Bay Area, NYC, Los Angeles/Orange County, Seattle: $120,000 - 150,000
  • All other California and Washington state locations, Austin, Boston, Denver, Portland: $110,000 - 138,000
  • All other cities and towns in approved states: $103,000 - 129,000

Equal Opportunity

The employer is an equal opportunity employer and is committed to creating an inclusive environment for all employees and applicants regardless of race, ethnicity, national origin, age, marital status, disability, sexual orientation, gender identity, religion, veteran status, or any other characteristic protected by applicable law.

Agency and Third-Party Recruiter Notice

The employer does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job postings. No fee will be paid to third parties who submit unsolicited candidates directly to hiring managers or Recruiting Team. Candidates must be submitted via the Applicant Tracking System by approved vendors expressly requested by the Recruiting Team for a specific job opening.