FINANCIAL DEAL DESK ANALYST
Location: Offshore
Department: Sales Enablement – Finance
COMPANY
Confluence is a global leader in data-driven investment management solutions. We partner with clients to streamline operations, deliver actionable insights, and improve decision-making through a combination of proprietary and integrated datasets, cutting-edge analytics, and workflow optimization. Our suite of platforms—including Confluence, CSS, Investment Metrics, Style Analytics, AMFINE, and StatPro—empowers asset managers, service providers, and allocators around the globe.
JOB SUMMARY
We are seeking a detail-oriented Financial Deal Desk Analyst with strong analytical and critical thinking capabilities to join our Sales Enablement – Finance team. This role is integral to ensuring accuracy and compliance in customer contracts and ARR recognition processes. The ideal candidate will have a solid foundation in finance, experience with SaaS contracts, and the ability to evaluate and reconcile complex commercial terms with internal systems and reporting. You will be pivotal in ensuring contract integrity, managing overage calculations, and supporting strategic decision-making through meticulous financial review and reporting.
RESPONSIBILITIES:
Demonstrate critical thinking and problem-solving in analyzing legal agreements, identifying non-standard terms, and implementing contract rework where necessary to align with revenue policies and operational requirements.
Ensure accurate Annual Recurring Revenue (ARR) reconciliation by reviewing Salesforce opportunities against customer contracts, proactively resolving discrepancies, and preparing reports to validate financial reporting.
Analyze contract clauses and billing terms for renewals, amendments, and expansions, ensuring correct revenue treatment and overage preparation when contract usage exceeds entitlements.
Manage the end-to-end finance approval process for sales deals, including validation of product SKUs, pricing tiers, billing schedules, and contract dates in Salesforce.
Monitor the Pending Finance case queue in Salesforce to maintain service-level agreements (SLAs) and ensure timely deal processing.
Coordinate cross-functionally with Legal, Sales, and Accounts Receivable to ensure documentation completeness and correct handoffs post-deal approval.
Reconcile client and product naming conventions across Salesforce and NetSuite to support accurate reporting and customer data integrity.
Prepare data-driven insights and deal analysis for leadership review, drawing from large, complex datasets across CRM and ERP platforms.
Contribute to continuous process improvement initiatives aimed at enhancing deal velocity, compliance, and financial accuracy.
QUALIFICATIONS:
Bachelor’s degree in Finance, Accounting, Business, or a related field.
3+ years of experience in a Deal Desk, Sales Operations, or Finance function within the SaaS industry.
Strong analytical and critical thinking skills, with a demonstrated ability to assess risk, identify gaps, and recommend actionable solutions.
Familiarity with ARR calculations, deferred revenue, and billing complexities in subscription-based business models.
Experience with contract rework and revenue treatment for non-standard deals.
Proficiency with Salesforce CRM; knowledge of NetSuite or other ERP systems is a strong advantage.
Skilled in Excel and data visualization tools to communicate findings clearly and concisely.
High attention to detail and ability to manage multiple priorities under tight deadlines.
PREFERRED SKILLS:
Experience with overage monitoring and reporting within SaaS agreements.
Exposure to Configure, Price, Quote (CPQ) systems and quote-to-cash workflows.
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