Deal Desk Specialist

We are seeking a highly analytical and collaborative Strategic Finance Professional to drive analysis of transactions, accuracy, and strategic decision-making across bookings, revenue, and deal structuring

This role will serve as a key partner to Sales, Revenue Operations, and Go-To-Market Strategy teams

• Lead the reporting and communication of key sales drivers including renewals, expansions, cohort behavior, sales cycle dynamics, and deal profitability
• Serve as a central point of contact for analyzing and interpreting sales volumes across regions and industry verticals

• Own and continuously refine the sales forecast, ensuring alignment with Rev Ops. Support top-down and bottom-up sales planning
• Manage revenue and cash forecasting, delivering timely insight into revenue recognition and cash flow timing
• Analyze the pipeline funnel to support financial outlooks and forecast accuracy
• Support sales forecast meetings and collaborate with Rev Ops to monitor forecast accuracy
• Contribute to 3- to 5-year strategic models tied to sales growth, new product launches, and geographic expansion

• Partner with the VP of Sales Strategy to model and structure complex or non-standard deals and new products
• Evaluate deal-level profitability and assess financial implications
• Support the Finance Deal Desk by advising on complex transaction structures and pricing strategies

• Deliver high-quality financial analysis and strategic recommendations to executive stakeholders, etc
• Maintain a problem-solving mindset, communicate challenges clearly, and navigate ambiguity with resilience and a good sense of humor

Bachelor’s degree in Finance, Accounting, Computer Science, Mathematics, or a related field7+ years of experience in deal desk and deal analysis ideally in a high-growth, GTM-focused environment

Experience working cross-functionally with Sales, CS, Product, and Legal teams on strategic initiatives

Comfortable operating in high-growth, fast-paced environments with shifting priorities

Strong visualization and story telling skills. (PPT, Google slides)
Familiarity with CRM (e.g., Salesforce), BI tools (e.g. Tableau)
Excellent Excel/Google sheets skills including pivot tables, nested formulas, Index/Match, dynamic ranges etc. Macros/VBA, scenario analysis & sensitivity modeling. Driver based forecast models (lead - pipeline - sales - revenue - cash). Ability to pull from databases (Salesforce, Net Suite)
Strong analytical and quantitative skills with the ability to distill complex data into actionable insights