Senior Financial Analyst, Deal Desk (Strategic Finance)

Liftoff

5h•$103,000 - $150,000•Remote

About The Position

Liftoff is seeking a talented Senior Financial Analyst to join their Deal Desk team within Strategic Finance. This team manages commercial agreements, from standard to complex, non-standard deals with strategic advertising partners. The ideal candidate will be detail-oriented, comfortable with complex business models and tracking files, and capable of reconciling data across sources. This role involves managing weekly tracking files, integrating complex deals into financial forecasting models, partnering with accounting for accurate accruals, and explaining financial performance. The position requires a driven, self-motivated individual who can work independently with minimal supervision, exercise good judgment, and maintain confidentiality. The Senior Financial Analyst will build financial models, create customer-facing incentive deals, and collaborate with sales to optimize performance and margins on a deal-by-deal basis. A comprehensive understanding of the company's revenue generation mechanics, both current and future, is essential.

Requirements

Bachelor's degree (preferably in Finance or related field)
5+ years of experience in Financial Planning and Analysis, previous experience in corporate development, accounting, investment banking, strategy, a finance development program, deal desk, or consulting a plus
Extremely proficient in Excel / Google Sheets with strong modeling skills and attention to detail; comfortable managing complex files, with the ability to take ownership of them and transform them to improve efficiency and usability
Highly organized, with a proven ability to manage multiple projects and competing priorities across multiple stakeholders simultaneously, balancing short term / ad-hoc requests with long term projects
Understanding of accounting/financial statements and experience in valuation a plus
Exceptional problem-solving and analytical abilities
Strong business judgment and desire to learn about underlying business
Understand complex data with the ability to present in a way that is easy to understand, including data visualization
Excellent written and verbal communication skills as well as attention to detail
Experience with Tableau, Salesforce, Looker, or other comparable data visualization tools

Nice To Haves

previous experience in corporate development, accounting, investment banking, strategy, a finance development program, deal desk, or consulting a plus
Understanding of accounting/financial statements and experience in valuation a plus

Responsibilities

Own and manage the company’s complex financial files used to track customer incentive programs and related revenue adjustments, ensuring they remain accurate, up to date, and reflective of the latest deal terms
Design Deal desk incentives: Work with the GTM organization to craft financial incentives for our customer base to drive incremental revenue that takes into account unique customer circumstances, needs, and performance
Analyze, discuss, and improve efficacy of deal desk: role helps build a quarterly post mortem to assess what financial incentives were successful vs. unsuccessful, how much accretive revenue was driven, and how deal desk strategy should be augmented in the future based on learnings
Strategic financial modeling: analyst will evaluate strategic initiatives of interest to the senior leadership team acting as the analytic engine to support decision making
Work cross-functionally to address data requests tied to high-impact initiatives, providing clarity on the organization’s business composition and key operational drivers
Tracking of adjustments to revenue due to customer incentives and accurately project out adjusted revenue based on deals live or expected to go live to present an accurate picture of anticipated financial performance
Work closely with Accounting during the monthly and quarterly close process to ensure revenue adjustments and customer incentive impacts are accurately and timely reflected in the financials
Serve as the owner of the company’s primary KPI file, ensuring accuracy and accessibility of the key metrics used in Board of Directors meetings, strategic planning, and other critical business reviews