Senior Financial Analyst, Deal Desk (Strategic Finance)

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JobgetherStrategic finance

Based in Canada, accommodate Pacific Time working hours when requiredFull-TimeSenior

Salary not disclosed

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Job Details

Experience: 5+ years of experience in Financial Planning & Analysis
Required Skills: SalesforceTableauMicrosoft ExcelAccountingData visualizationGoogle SheetsLooker

Hold a bachelor’s degree, preferably in Finance or a related field.
Have 5+ years of experience in Financial Planning & Analysis.
Bring advanced financial modeling capabilities and exceptional proficiency in Excel and Google Sheets.
Demonstrate the ability to own complex financial files and improve their efficiency, usability, and reliability.
Understand accounting and financial statements; valuation experience is a plus.
Use strong analytical and problem-solving skills to interpret complex data and communicate insights, including through data visualization.
Have experience with Tableau, Salesforce, Looker, or comparable data visualization and business intelligence tools.
Manage multiple projects, competing priorities, and stakeholder requests while balancing ad hoc work with longer-term initiatives.
Work independently with minimal supervision and apply sound business judgment when handling sensitive financial and commercial information.
Collaborate across global teams and accommodate Pacific Time working hours when required.
Experience in corporate development, accounting, investment banking, strategy, finance development programs, Deal Desk, or consulting is a plus.

Own and maintain financial tracking files for customer incentive programs and related revenue adjustments.
Design customer-facing financial incentives with go-to-market teams, considering customer circumstances, performance, and revenue opportunities.
Analyze Deal Desk strategies through quarterly post-mortems, assessing incentive outcomes, incremental revenue, and opportunities for improvement.
Build strategic financial models to evaluate initiatives and support senior leadership decisions.
Respond to high-impact data requests and explain business composition, performance, and operational drivers across teams.
Track incentive-related revenue adjustments and project adjusted revenue for active and anticipated deals.
Partner with Accounting during monthly and quarterly close to ensure revenue adjustments and incentive impacts are accurately reflected in financial statements.
Own and maintain the primary KPI file for strategic planning, leadership reviews, and Board-level discussions.
Improve financial models, tracking processes, and reporting tools to increase efficiency, usability, and data quality.

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