Finance Deal Desk Lead jobs at F5 in United States, Seattle

Seattle preferred

In this role, you will evaluate proposed deals, including discount structure, profitability, product composition, and terms and conditions to ensure optimal outcomes for the company and its customers. This position will require strong analytical capabilities, attention to detail, and the ability to communicate effectively with cross-functional teams and senior leadership.

Responsibilities:

• Deal Review and Finance Approval:
  Provide strategic guidance and support to the finance and sales organizations through analyzing proposed deals, including pricing, discounting, profitability, and structure. Ensure compliance with F5’s financial policies and objectives while identifying opportunities to drive profitability and revenue growth.
• Cross-Functional Collaboration:
  Partner with Sales, Finance, Operations, and Legal teams to provide financial insights, advice, and support during deal negotiations. Help stakeholders assess potential risks and opportunities during deal structuring, in a proactive manner. Collaborate with senior leaders to define and refine deals desk policies, procedures and best practices.
• Financial Modeling and Analysis:
  Develop and refine financial models to simulate various deal scenarios, projecting revenue, margin, profitability, and other outcomes. Use data-driven insights to support key decision-making.
• Discounting and Incentive Structures:
  Define and enforce strategic discounting policies and guidelines and provide recommendations that align with F5’s business strategy.
• Reporting and Metrics:
  Establish reporting mechanisms to track key metrics related to deal success, compliance, and profitability. Present findings to senior leadership and provide actionable recommendations to improve deal performance.
• Policy Development and Continuous Improvement:
  Work with cross-functional teams to refine and optimize the deal review process. Help shape policies and best practices for managing deals in an efficient and scalable way.

Qualifications:

• Education and Experience:
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field.
  • MBA or advanced degree preferred.
  • At least 8 years of experience in a finance, deal desk, pricing, or analytical role, preferably in the technology industry.
• Technical Skills:
  • Expert-level proficiency with financial modeling and analysis.
  • Advanced Excel skills (pivot tables, macros) and familiarity with data visualization tools (e.g., Tableau, Power BI).
  • Experience with ERP or financial systems such as SAP, Oracle, or Salesforce CPQ is a plus.
• Behavioral and Cognitive Skills:
  • Strong analytical and problem-solving abilities, with a keen eye for detail.
  • Excellent communication and interpersonal skills; ability to synthesize complex data and present it clearly to stakeholders at all levels.
  • Comfortable working in a fast-paced environment with competing priorities.
• Key Competencies:
  • Business acumen with understanding of pricing, forecasting, and margin evaluation in a B2B, hardware, software or SaaS environment.
  • Experience negotiating or supporting deal structures with cross-functional teams in dynamic commercial settings.

The Job Description is intended to be a general representation of the responsibilities and requirements of the job. However, the description may not be all-inclusive, and responsibilities and requirements are subject to change.

The Job Description is intended to be a general representation of the responsibilities and requirements of the job. However, the description may not be all-inclusive, and responsibilities and requirements are subject to change.