Senior Financial Analyst, Deal Desk (Strategic Finance)
New
L
LiftoffMobile advertising
Location: United States (Remote), 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 Financial Planning and Analysis experience.
- Be highly proficient in Excel or Google Sheets, with strong financial modeling skills.
- Be able to manage, take ownership of, and improve complex financial files and tracking models.
- Demonstrate strong attention to detail and the ability to manage multiple projects and competing priorities across stakeholders.
- Understand accounting and financial statements; valuation experience is a plus.
- Have exceptional problem-solving and analytical abilities.
- Demonstrate sound business judgment and an interest in understanding the underlying business.
- Be able to interpret complex data and present it clearly, including through data visualization.
- Have experience with Tableau, Salesforce, Looker, or comparable data visualization tools.
- Experience in corporate development, accounting, investment banking, strategy, a finance development program, deal desk, or consulting is a plus.
Responsibilities
- Own and maintain financial files tracking customer incentive programs and related revenue adjustments.
- Work with the GTM organization to design customer financial incentives that account for customer circumstances, needs, and performance.
- Assess incentive effectiveness and accretive revenue through quarterly post-mortems, and recommend changes to deal desk strategy.
- Evaluate strategic initiatives and build financial models to support senior leadership decision-making.
- Address cross-functional data requests related to high-impact initiatives and clarify business composition and operational drivers.
- Track customer-incentive revenue adjustments and project adjusted revenue based on 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 the accuracy and accessibility of metrics used in Board meetings, strategic planning, and business reviews.
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