Financial Deal Desk Analyst

1 Month ago • 3-5 Years • Financial Analysis

Job Summary

Job Description

Aeries Technology is a Nasdaq-listed global professional services and consulting partner headquartered in Mumbai, India, with centers in the USA, Mexico, Singapore, and Dubai. We provide mid-size technology companies with deep vertical specialty, functional expertise, and the right systems and solutions to scale, optimize, and transform their business operations. Confluence, a leading global technology solutions provider, helps the investment management industry solve complex data challenges across the front, middle, and back office. They offer data-driven portfolio analytics, compliance and regulatory solutions, and investment insights to asset managers, asset owners, and asset services.
Must have:
  • Bachelor's degree in Finance, Accounting, Business, or related field
  • 3+ years of experience in Deal Desk, Sales Operations, or Finance within SaaS
  • Strong analytical and critical thinking skills
  • Familiarity with ARR calculations and billing complexities
  • Experience with contract rework and revenue treatment
  • Proficiency with Salesforce CRM
  • High attention to detail and ability to manage multiple priorities
Good to have:
  • Knowledge of NetSuite or other ERP systems
  • Experience with overage monitoring and reporting
  • Advanced Excel and PowerPoint skills
  • Exposure to CPQ systems and quote-to-cash workflows

Job Details

  • Financial Deal Desk Analyst

Job Id: Aeries/208/25-26
Industry IT-Software / Software Services / testing
Location Bangalore
Experience Range 3 - 5 Years
Qualification Graduation
Open

Job Description
About Us
Aeries Technology is a Nasdaq listed global professional services and consulting partner, headquartered in Mumbai, India, with centers in the USA, Mexico, Singapore, and Dubai. We provide mid-size technology companies with the right mix of deep vertical specialty, functional expertise, and the right systems & solutions to scale, optimize and transform their business operations with unique customized engagement models. Aeries is Great Place to Work certified by GPTW India, reflecting our commitment to fostering a positive and inclusive workplace culture for our employees. Read about us at https://aeriestechnology.com
About Business Unit
Confluence is a leading global technology solutions provider committed to helping the investment management industry solve complex data challenges across the front, middle and back office. From data-driven portfolio analytics to compliance and regulatory solutions, including investment insights and research, Confluence invests in the latest technology to meet the evolving needs of asset managers, asset owners and asset services to provide best-of-breed solutions that deliver maximum scalability, speed and flexibility, while reducing risk and increasing efficiency. Headquartered in Pittsburgh, PA, with 900+ employees in 15 offices spanning across the United Kingdom, Europe, North America, South Africa, and Australia, Confluence services over 1000 clients in more than 40 countries. For more information, visit www.confluence.com
Roles and Responsibility

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.

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.

PREFERRED SKILLS:

Experience with overage monitoring and reporting within SaaS agreements.

Advanced knowledge of Microsoft Office Suite, particularly Excel and PowerPoint.

Exposure to Configure, Price, Quote (CPQ) systems and quote-to-cash workflows.

 

Similar Jobs

Progress - IT QA Engineer, Senior

Progress

Hyderabad, Telangana, India (Hybrid)
1 Month ago
Aspire - Strategy - UK Expansion

Aspire

United Kingdom (Hybrid)
2 Months ago
Crunchyroll - Staff Software Engineer - Account Services

Crunchyroll

(Remote)
6 Months ago
gitlab - Associate Solutions Architect

gitlab

United States (Remote)
2 Weeks ago
Toast - Field Sales Team Manager

Toast

Dublin, County Dublin, Ireland (Hybrid)
1 Month ago
FlockSafety - Director, Pricing and Packaging

FlockSafety

United States (Remote)
3 Months ago
Xsolla - Financial Specialist

Xsolla

Baku, Azerbaijan (Remote)
3 Months ago
Aspire - FinCrime Analyst, Transaction Screening

Aspire

Gurugram, India (Hybrid)
2 Months ago
PwC - Tax Manager International M&A and Structuring, Financial Services

PwC

Zürich, Zurich, Switzerland (On-Site)
1 Month ago
Internet Brands - Financial Analyst

Internet Brands

El Segundo, California, United States (On-Site)
1 Month ago

Get notifed when new similar jobs are uploaded

Similar Skill Jobs

Cadence - Lead Software Engineer

Cadence

Hsinchu, Hsinchu City, Taiwan (On-Site)
1 Year ago
Adtran - Technical Writer

Adtran

Gdynia, Pomeranian Voivodeship, Poland (Hybrid)
1 Year ago
Zinnia - Learning Partner Specialist

Zinnia

Gurugram, Haryana, India (On-Site)
1 Week ago
Plug power - Field Service Technician

Plug power

Aurora, Colorado, United States (On-Site)
2 Months ago
Riot Games - Senior Software Engineer - VALORANT, Foundations, Build Platforms

Riot Games

Los Angeles, California, United States (On-Site)
3 Months ago
Ubisoft - Lead Technical Artist

Ubisoft

Annecy, Auvergne-Rhône-Alpes, France (On-Site)
4 Months ago
Axon - Supplier Development Engineer

Axon

Scottsdale, Arizona, United States (On-Site)
2 Weeks ago
Apollo - Senior Software Engineer, Rust

Apollo

United States (Remote)
1 Month ago
Hawkeye Innovations - Sports Systems Technician, B1G Replay (CHI)

Hawkeye Innovations

Rosemont, Illinois, United States (On-Site)
4 Months ago
PwC - Associate - MSD - GDC

PwC

Kolkata, West Bengal, India (On-Site)
9 Months ago

Get notifed when new similar jobs are uploaded

Jobs in Bengaluru, Karnataka, India

Illumina - Senior Oncology Sales Specialist

Illumina

Bengaluru, Karnataka, India (On-Site)
1 Month ago
Crunchyroll - Staff Software Engineer

Crunchyroll

Hyderabad, Telangana, India (On-Site)
10 Months ago
Thales - Automation Test Team Lead

Thales

Bengaluru, Karnataka, India (Hybrid)
2 Months ago
CME Group - Technology Solutions Analyst I

CME Group

Bengaluru, Karnataka, India (On-Site)
3 Weeks ago
zeta - Senior Associate - Reliability Operations

zeta

Hyderabad, Telangana, India (On-Site)
5 Months ago
bounteous - Specialist, Financial Planning & Analysis

bounteous

India (Hybrid)
1 Month ago
Nagarro - Associate Staff Engineer, Java

Nagarro

India (Remote)
9 Months ago
Globalization Partners - Director, HR Business Partner

Globalization Partners

India (Remote)
1 Month ago
Accenture - Business Process Designer

Accenture

Bengaluru, Karnataka, India (On-Site)
1 Month ago
Accenture - Software Development Engineer

Accenture

Bengaluru, Karnataka, India (On-Site)
6 Days ago

Get notifed when new similar jobs are uploaded

Financial Analysis Jobs

Zones - Pricing Merchandiser

Zones

Islamabad, Islamabad Capital Territory, Pakistan (On-Site)
3 Months ago
PwC - Starszy Konsultant / Starsza Konsultantka | Transaction Services (Financial Due Diligence)

PwC

Warsaw, Masovian Voivodeship, Poland (On-Site)
9 Months ago
Sword Health - FP&A Trainee

Sword Health

Porto, Porto District, Portugal (On-Site)
1 Month ago
PwC - Senior Associate - Tax - Transfer Pricing

PwC

Jakarta, Jakarta, Indonesia (On-Site)
9 Months ago
Social Discovery Group - Chief Financial Officer

Social Discovery Group

Spain (Remote)
9 Months ago
OKX - Financial Senior Audit Manager, US

OKX

San Jose, California, United States (Hybrid)
2 Weeks ago
HP - Financial Analyst - Controllership

HP

Bengaluru, Karnataka, India (On-Site)
1 Week ago
OKX - Senior Financial Analyst

OKX

Los Angeles, California, United States (On-Site)
2 Months ago
Palo Alto Networks - Senior Manager - Financial Planning & Analysis

Palo Alto Networks

Bengaluru, Karnataka, India (On-Site)
1 Week ago
bytedance - Country Director, Financial Services - Global Payment (PH)

bytedance

Taguig, Metro Manila, Philippines (On-Site)
3 Months ago

Get notifed when new similar jobs are uploaded

About The Company

Mumbai, Maharashtra, India (On-Site)

Mumbai, Maharashtra, India (On-Site)

Mumbai, Maharashtra, India (On-Site)

Hyderabad, Telangana, India (On-Site)

Mumbai, Maharashtra, India (On-Site)

Hyderabad, Telangana, India (On-Site)

Mumbai, Maharashtra, India (On-Site)

Hyderabad, Telangana, India (On-Site)

Bengaluru, Karnataka, India (On-Site)

Hyderabad, Telangana, India (On-Site)

View All Jobs

Get notified when new jobs are added by Aeries technology

Level Up Your Career in Game Development!

Transform Your Passion into Profession with Our Comprehensive Courses for Aspiring Game Developers.

Job Common Plug