Senior Financial Analyst, Deal Desk (Strategic Finance)

Overview

The organization is seeking a Senior Financial Analyst to join the Deal Desk team within Strategic Finance. The Deal Desk team partners cross-functionally with sales, accounting, analytics, corporate FP&A, and others to manage commercial agreements—ranging from standard arrangements to complex, non-standard deals with strategic advertising partners.

This role focuses on building and maintaining detailed financial models and tracking files (Excel/Google Sheets), reconciling data across sources, and improving the processes used to track revenue adjustments over time. Responsibilities include weekly tracking, integrating complex deals into financial forecasting models, partnering with accounting to ensure accurate and timely accruals, and explaining the “why” behind financial results.

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 in collaboration 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 efficacy, including contributing to a quarterly post-mortem to assess which incentives were successful vs. unsuccessful and how much accretive revenue was driven
• Support strategic financial modeling by evaluating strategic initiatives of interest to senior leadership and serving as an analytic engine for decision-making
• Work cross-functionally to address data requests tied to high-impact initiatives, providing clarity on business composition and key operational drivers
• Track revenue adjustments driven by customer incentives and accurately project adjusted revenue for deals live or expected to go live to present an accurate view of anticipated financial performance
• Work closely with Accounting during monthly and quarterly close to ensure revenue adjustments and customer incentive impacts are accurately and timely reflected in the financials
• Serve as the owner of the primary KPI file, ensuring accuracy and accessibility of key metrics used in Board of Directors meetings, strategic planning, and other critical business reviews
• Routinely build financial models to track performance and support customer-facing incentive deals that drive revenue; partner with sales to optimize performance and maximize margin on a deal-by-deal basis

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 attention to detail; able to take ownership of complex files and improve efficiency and usability
• Highly organized with a proven ability to manage multiple projects and competing priorities across 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 abilities
• Strong business judgment and desire to learn about underlying business drivers
• Ability to understand complex data and present it clearly, including data visualization
• Excellent written and verbal communication skills with attention to detail
• Experience with Tableau, Salesforce, Looker, or other comparable data visualization tools

Location

Remote-first environment. Employees may be based from a number of different states where the organization has entities. This role must work during Pacific time zone; working from the San Francisco Bay Area is highly preferred.

Travel Expectations

Employees are expected to attend in-person team gatherings at least once per quarter. Gatherings may include project meetings, regional meetups, and company-wide events.

Compensation & Benefits

Base compensation will vary based on candidate location and experience. The following are the 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

A full compensation package includes equity and health/vision/dental benefits associated with the employee’s country of residence. Benefits may include medical coverage, wellness stipends, and additional perks based on country of residence.

Equal Opportunity

The organization 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.