Deal Desk Finance Manager
Core
Finance business partner to North America sales teams, structuring deals, managing revenue recognition, and leading business segment forecasts.
Role type
Senior Finance Manager (Deal Desk)
Builds
Customer deal structures, revenue forecasts, and contract terms for nonstandard features.
Domain
Software & Technology Sales Finance
Required skills
Revenue recognition (ASC 606), deal structuring, forecasting, contract drafting, process improvement, stakeholder management, project management
Preferred skills
Salesforce/CPQ tools, software/hardware/IP accounting rules, mentoring staff
Technologies
Salesforce, CPQ tools
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 features; prepare weekly forecasts of bookings, revenue, and cash; manage and mentor one staff-level direct report; provide finance input on operations and business model changes.
Seniority
Senior, hands-on IC with team lead responsibilities