You are viewing a preview of this job. Log in or register to view more details about this job.

Deal Desk Associate

We’re looking for our next teammate, an Associate for our Deal desk who will assisting in approving opportunities and quotes to help ensure accurate and timely financial reporting.

What you will do

  • Review pending sales for accuracy
  • Review pending quotes for approval based on several key qualifications
  • Creating and updating process maps regarding all Deal Desk activities
  • Interact daily with business leaders to assist in the forecasting process
  • Assist in month-end reporting process
  • Help management achieve their functional goals and targets by providing key insights and performance indicators for the finance team
  • Optimize process through CRM

What it takes to be successful

  • Bachelor's Degree
  • Attention to detail
  • Commitment to delivering results
  • Excellent communication and collaboration skills
  • Experience using MS Excel to analyze datasets
  • Ability to break down complex tasks
  • Experience with CRM software is a plus
  • Basic understanding of GAAP is a plus
  • Confidence working under pressure in a fast paced environment

Benefits and Perks

  • Defined Career Paths  
  • Competitive Compensation Packages  
  • Medical, Dental, and Vision Insurance 
  • Happy Hours and Team Building Events  
  • 15 – 23 days of Flexible Paid Time Off (PTO) annually  
  • Free Friday Lunches and Fully Stocked Kitchen