Senior Financial Analyst supporting Sun Life Canada’s expense consolidation, forecasting and reporting. Building financial models and advising business leaders to optimize operational expenditures.
LM
Senior Financial Analyst, Deal Desk – Strategic Finance
Posted 23 hours ago
About the role
- Senior Financial Analyst managing deal incentives, revenue adjustments, and KPI forecasting. Supporting strategic finance decisions for Liftoff’s AI-powered mobile app marketing platform.
Responsibilities
- Own and manage complex financial files tracking customer incentive programs and related revenue adjustments
- Design customer financial incentives with the GTM organization to drive incremental revenue
- Build quarterly post-mortems assessing incentive effectiveness, accretive revenue, and future deal desk strategy
- Evaluate strategic initiatives and support senior leadership decision-making through financial modeling
- Address data requests tied to high-impact initiatives and clarify business composition and operational drivers
- Track revenue adjustments and project adjusted revenue for live or expected deals
- Collaborate with Accounting during monthly and quarterly close to ensure accurate and timely financial reporting
- Own the primary KPI file used for Board meetings, strategic planning, and business reviews
- Work cross-functionally with sales, accounting, analytics, corporate FP&A, and other teams
- Reconcile data across sources and improve financial models and tracking processes
Requirements
- Bachelor's degree (preferably in Finance or related field)
- 5+ years of experience in Financial Planning and Analysis
- Previous experience in corporate development, accounting, investment banking, strategy, a finance development program, deal desk, or consulting is a plus
- Extremely proficient in Excel / Google Sheets with strong modeling skills and attention to detail
- Comfortable managing complex files and improving efficiency and usability
- Highly organized, with the ability to manage multiple projects and competing priorities across multiple stakeholders
- Understanding of accounting/financial statements and experience in valuation is a plus
- Exceptional problem-solving and analytical abilities
- Strong business judgment and desire to learn about the underlying business
- Ability to understand complex data and present it clearly, including data visualization
- Excellent written and verbal communication skills and attention to detail
- Experience with Tableau, Salesforce, Looker, or comparable data visualization tools
- Ability to work during Pacific time zone
Benefits
- Equity
- Health/vision/dental benefits associated with country of residence
- Medical coverage
- Wellness stipends
- Additional perks based on country of residence
- In-person team gatherings, including project meetings, regional meetups, and company-wide events
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