Deal Desk Finance Manager
Core
Finance business partner to North America sales teams, structuring deals, managing revenue recognition, and ensuring compliance with accounting standards.
Role type
Senior IC finance manager (deal desk)
Builds
Customer deals, forecasts, and contract terms for a software and solutions company
Domain
Technology / Software / Sales Finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Deal structuring, revenue recognition (ASC606), contract drafting, forecasting, process improvement, stakeholder management, business acumen
Preferred skills
Salesforce/CPQ tools, post-acquisition integration, mentoring staff
Technologies
Salesforce, CPQ tools, quote-to-cash systems
Responsibilities
Structure and execute customer deals to achieve financial objectives; identify revenue recognition and booking issues; work with Business Unit owners on discounts and pricing; draft contract terms for nonstandard deal features; prepare weekly forecasts of bookings, revenue, and cash; manage and mentor one staff-level direct report.
Seniority
Senior, hands-on IC with team lead responsibilities