Job Description:
• Maintain discount guidelines and the exception case log; partner with Sales Operations on deal desk exceptions.
• Run the weekly discount trend analysis; flag exceptions and patterns to pricing and commercial leadership.
• Support pricing on new products and offerings — from list price construction to deal economics.
• Lead the quarterly margin reassessment across the product portfolio — refreshing deal model costs based on actual cost changes, sales mix and trend (where we’re winning), and external benchmarking.
• Provide ad-hoc deal modeling and pricing analytics for strategic, large, or non-standard deals.
• Serve as a trusted finance partner to Sales Ops, BU leaders, Sales and Product Management on commercial decisions.
• Run the weekly revenue forecast cadence for the services business units; partner with BU leaders on risks and opportunities.
• Pressure-test forecast submissions for methodology consistency and accuracy; test assumptions with BU partners.
• Produce the monthly forecast accuracy report with full bridge analysis to explain variances.
• Build and run bookings-to-revenue conversion analytics — lag analysis, ramp curve modeling, and cross-business pattern detection.
• Lead win-loss pricing analysis and surface insights to Sales and Product Management.
• Build pipeline conversion analytics across stages and business units.
• Own NRR and ARR walk reporting; build out the next layer — cohort retention, customer profitability, and product profitability.
Requirements:
• 3–5 years of progressive finance experience with demonstrated ownership of analytical or process work.
• Advanced Excel — comfortable building models from scratch and working with large datasets.
• Track record of building or improving processes, not just executing existing ones.
• Strong written and verbal communication; comfortable presenting to senior leadership.
• Self-motivated, detail-oriented, and able to operate independently in a fast-paced environment.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field; or equivalent experience.
Benefits: