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Senior Financial Analyst, Deal Desk (Strategic Finance)

Full-time

Jobgether

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Financial Analyst, Deal Desk (Strategic Finance) based in Canada. This is a strategic finance role focused on complex commercial agreements, financial modeling, and revenue optimization within a fast-paced global environment. You’ll partner closely with Sales, Accounting, Analytics, FP&A, and other teams to evaluate and structure customer incentive programs. The role combines detailed financial analysis with strategic thinking, helping leadership understand business performance and make informed decisions. You’ll own critical tracking models, forecast revenue adjustments, and ensure financial information remains accurate and actionable. You’ll also help assess the effectiveness of deal strategies and translate insights into future commercial decisions. This position is well suited to a highly analytical, independent professional who enjoys solving complex problems and improving financial processes. Accountabilities: You’ll serve as a key financial partner across Deal Desk and Strategic Finance, combining hands-on modeling and analysis with cross-functional collaboration to support commercial performance and strategic decision-making. - Own and maintain complex financial tracking files for customer incentive programs and related revenue adjustments, ensuring accuracy and alignment with current deal terms. - Design customer-facing financial incentives in partnership with go-to-market teams, considering individual customer circumstances, performance, and revenue opportunities. - Analyze the effectiveness of Deal Desk strategies through quarterly post-mortems, evaluating successful and unsuccessful incentives, incremental revenue generated, and opportunities for future improvement. - Build strategic financial models to evaluate initiatives and provide analytical support to senior leadership decision-making. - Work cross-functionally to respond to high-impact data requests and provide clarity on business composition, performance, and key operational drivers.

- Track revenue adjustments resulting from customer incentives and accurately project adjusted revenue for both active and anticipated deals. - Partner closely with Accounting during monthly and quarterly close processes to ensure revenue adjustments and incentive impacts are accurately and timely reflected in financial statements. - Serve as the owner of the primary KPI file, maintaining accurate and accessible metrics used for strategic planning, leadership reviews, and Board-level discussions. - Continuously improve financial models, tracking processes, and reporting tools to increase efficiency, usability, and data quality. - Apply strong business judgment and confidentiality when working with sensitive commercial and financial information. Requirements The ideal candidate combines advanced financial modeling skills with strong analytical judgment, commercial awareness, and the ability to manage complex priorities independently in a collaborative environment. - Bachelor’s degree, preferably in Finance or a related field. - 5+ years of experience in Financial Planning & Analysis, with experience in corporate development, accounting, investment banking, strategy, finance development programs, Deal Desk, or consulting considered a plus. - Exceptional proficiency in Excel and Google Sheets, with strong financial modeling capabilities and meticulous attention to detail. - Demonstrated ability to take ownership of complex financial files and improve their efficiency, usability, and reliability. - Strong organizational skills and the ability to manage multiple projects, competing priorities, and stakeholder requests simultaneously. - Solid understanding of accounting and financial statements; valuation experience is a plus. - Exceptional analytical and problem-solving abilities.

Vacancy posted 3 days ago
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