CareerPlanSign in

Senior Financial Analyst, Deal Desk (Strategic Finance)

US🌐 Remote💼 Full-time🗓 2026-10-02 → 2026-10-07

Core

Strategic finance role focused on complex commercial agreements, financial modeling, and revenue optimization within a fast-paced global environment.

Builds

Customer incentive programs, strategic financial models, and revenue tracking files

Domain

Technology/Software (implied by tools like Salesforce/Tableau) + Strategic Finance

Required skills

Advanced financial modeling, complex data analysis, strategic financial planning, revenue forecasting, cross-functional collaboration, business judgment, data visualization, process improvement

Preferred skills

Corporate development experience, investment banking background, valuation experience, Tableau/Salesforce/Looker proficiency

Technologies

Excel, Google Sheets, Tableau, Salesforce, Looker

Responsibilities

Own and maintain complex financial tracking files for customer incentive programs; Design customer-facing financial incentives in partnership with go-to-market teams; Analyze the effectiveness of Deal Desk strategies through quarterly post-mortems; Build strategic financial models to evaluate initiatives and support senior leadership decision-making; Track revenue adjustments resulting from customer incentives and project adjusted revenue; Partner with Accounting during monthly and quarterly close processes; Serve as the owner of the primary KPI file for strategic planning and Board-level discussions; Continuously improve financial models, tracking processes, and reporting tools.

Seniority

Senior, hands-on IC