Financial Solutions Specialist

17 Minutes ago • 3 Years + • $118,000 PA - $172,000 PA
Finance

Job Description

As a Financial Solutions Specialist, you will enable sales through tailored financing solutions. This role supports Financial Solutions Managers in financing and sales enablement, partners with Operations, assists with pipeline management and reporting, and contributes to achieving PANFS goals. You will handle pricing, credit, contracts, and operational tasks, structure financing for various products, and collaborate with internal teams to ensure compliance and deal execution.
Good To Have:
  • Experience with medium- to large-ticket tech/software financing
  • Familiarity with Palo Alto Networks solutions
Must Have:
  • Assisting FSMs with pricing, credit, contracts, and operational tasks
  • Structuring and sourcing financing for hardware, software, and services
  • Partnering with account teams to align financial strategies with customer needs and objectives
  • Collaborating with internal teams (Sales Finance, Deals Desk, Technical Revenue, Legal, Credit) to ensure compliance and deal execution
  • Assisting Operations with prebooking activities to ensure deal compliance
  • Managing the deal pipeline to support revenue and booking goals
  • Educating sales teams and partners on financing tools and strategies
  • Supporting financing partner programs to protect margin, ARR, and RPO targets
  • Bachelor’s degree or equivalent military experience
  • 3+ years in financial services
  • Strong understanding of financial concepts (NPV, IRR, leasing, etc.)
  • Experience structuring and pricing deals, with solid operations/documentation skills
  • Familiarity with partner/channel ecosystems

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Company Description

Our Mission

At Palo Alto Networks® everything starts and ends with our mission:

Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and we’re looking for innovators who are as committed to shaping the future of cybersecurity as we are.

Who We Are

This role is remote, but distance is no barrier to impact. Our hybrid teams collaborate across geographies to solve big problems, stay close to our customers, and grow together. You will be part of a culture that values trust, accountability, and shared success where your work truly matters.

Job Description

As a Financial Solutions Specialist, you will play a key role in enabling sales through tailored financing solutions. The role is responsible for supporting the Financial Solutions Managers (FSM) in financing and sales enablement activities, partnering with Operations, assisting with pipeline management and reporting, and other activities related to achieving the goals and objectives of PANFS.

Responsibilities include:

  • Assisting FSMs with pricing, credit, contracts, and operational tasks
  • Structuring and sourcing financing for hardware, software, and services
  • Partnering with account teams to align financial strategies with customer needs and objectives
  • Collaborating with internal teams (Sales Finance, Deals Desk, Technical Revenue, Legal, Credit) to ensure compliance and deal execution
  • Assisting Operations with prebooking activities to ensure deal compliance
  • Managing the deal pipeline to support revenue and booking goals
  • Educating sales teams and partners on financing tools and strategies
  • Supporting financing partner programs to protect margin, ARR, and RPO targets

Qualifications

Your Experience

  • Bachelor’s degree required or equivalent military experience required
  • Excellent communication skills and a customer-first mindset
  • Must be detail oriented, organized, ability to prioritize and reprioritize to meet deadlines
  • Comfortable working in complex, matrixed organizations and influencing cross-functional teams.
  • Knowledge of AI tools and a mindset for leveraging technology to improve efficiency.
  • Proficiency in Excel, Google Workspace, and financial modeling
  • Excellent analyst and reporting skills
  • High energy level and positive attitude
  • What You’ll Bring
  • 3+ years in financial services—ideally in tech or vendor finance
  • Strong understanding of financial concepts (NPV, IRR, leasing, etc.)
  • Experience structuring and pricing deals, with solid operations/documentation skills
  • Familiarity with partner/channel ecosystems
  • Experience with medium- to large-ticket tech/software financing preferred
  • Bonus: Familiarity with Palo Alto Networks solutions

Additional Information

The Team

PANFS, a wholly owned subsidiary of Palo Alto Networks, delivers innovative financing solutions that help customers acquire our technologies and services. Our team collaborates with sales, channel partners, and financing providers to structure scalable, customer-centric options that support business outcomes and accelerate sales.

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $118000/YR - $172000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found here.

Our Commitment

We’re problem solvers that take risks and challenge cybersecurity’s status quo. It’s simple: we can’t accomplish our mission without diverse teams innovating, together.

We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at accommodations@paloaltonetworks.com.

Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics.

All your information will be kept confidential according to EEO guidelines.

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