Deal Management Analyst - PANFS

Palo Alto Networks • Santa Clara, CA

4d • $94,000 - $138,000 • Onsite

About The Position

Reporting to the PANFS Operations Manager, the Deal Management Analyst will play a critical role in supporting both presales and post sales deal activity for Palo Alto Networks Financial Services (or PANFS) the Company’s captive financing program. This is a role that requires collaboration with multiple teams including sales operations, sales finance, revenue, technical accounting, tax, legal, IT, and sales.

Requirements

• Bachelor degree in Economics, Finance or equivalent area
• Minimum 3 years of leasing/financing experience
• Strong working knowledge of the global leasing and finance industry (including accounting and revenue implications)
• Strong working knowledge of transaction structures for equipment and software financing including relevant experience with contract administration.
• Strong quantitative and analytical skills
• Exceptional organization, prioritization, multi-tasking and time management skills
• A proactive and assertive approach to managing tasks and responsibilities
• Proficiency in Google Suite applications as well as certain Microsoft Office applications, including Excel and PowerPoint
• Ability to solve problems and think quickly under pressure
• Work effectively as a team player in a collaborative environment as well with peers and members of the greater organization
• Be comfortable working in a fast-paced, deadline driven environment

Nice To Haves

• Experience with Solifi (previously IDS Rapport and InfoLease) lease/loan system is a plus
• Experience managing and working with banks and third-party finance companies
• Knowledge of AI tools and a mindset for leveraging technology to improve efficiency.
• Positive attitude and highly professional demeanor, sense of humor helps!

Responsibilities

• Support the Financial Solutions Managers/Specialists on all incoming financing requests including pricing, deal structuring, and documentation
• Work closely with PANFS’s Credit and Operations Manager to ensure all PANFS transactions meet the minimum required risk profiles.
• Ensure that all PANFS transactions are processed accurately in accordance with PANFS documented policies and procedures.
• Coordinate with the Company’s legal team on all non-standard terms and conditions.
• Administer and support PANFS financing transactions over the entire deal lifecycle.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees