Senior Financial Analyst, Deal Desk (Strategic Finance)
New
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LiftoffMobile advertising
Allows employees to be based from a number of different states where we have entities, We require that this role work during Pacific time zoneFull-TimeSenior
SalaryThe 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 our approved states: $103,000 - 129,000
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Job Details
- Experience
- 5+ years of experience in Financial Planning and Analysis
- Required Skills
- SalesforceTableauMicrosoft ExcelAccountingData visualizationGoogle SheetsLooker
Requirements
- Hold a bachelor's degree, preferably in Finance or a related field.
- Have 5+ years of experience in Financial Planning and Analysis.
- Demonstrate extreme proficiency in Excel or Google Sheets and strong financial modeling skills.
- Be able to manage complex files and improve their efficiency and usability.
- Manage multiple projects, competing priorities, and stakeholders while balancing short-term requests with long-term projects.
- Understand accounting and financial statements; valuation experience is a plus.
- Bring strong problem-solving and analytical abilities.
- Understand complex data and present it clearly, including through data visualization.
- Have experience with Tableau, Salesforce, Looker, or comparable data visualization tools.
- Work during the Pacific time zone.
Responsibilities
- Own and maintain financial files tracking customer incentive programs and related revenue adjustments.
- Design customer financial incentives with the GTM organization to drive incremental revenue.
- Assess incentive effectiveness, accretive revenue, and future deal desk strategy through quarterly post-mortems.
- Model strategic initiatives to support senior leadership decision-making.
- Address data requests for high-impact initiatives and clarify business composition and operational drivers.
- Track incentive-related revenue adjustments and project adjusted revenue for live and expected deals.
- Partner with Accounting during monthly and quarterly close to ensure revenue adjustments and incentive impacts are accurately and promptly reflected.
- Own the primary KPI file and maintain key metrics for Board meetings, strategic planning, and business reviews.
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