# Deal Desk Financial Analyst

**Company:** [Twilio](https://hotfix.jobs/companies/twilio)
**Location:** Remote
**Role:** Finance & Accounting
**Salary:** $72k – $107k/yr
**Experience:** 2+ years
**Skills:** Excel, Google Sheets, Financial Modeling, Salesforce, Tableau, Clm, Jira, Deal Desk, Pricing Analysis, Revenue Recognition
**Posted:** 2026-06-17

> Financial analyst supporting North American Go-to-Market by evaluating deal economics, building financial models, and managing end-to-end Deal Desk workflows in Salesforce/CPQ to ensure policy compliance and margin optimization.

## Job Description

## Responsibilities
- Analyze deal economics for standard and non-standard agreements, evaluating critical variables including pricing, discounting, term length, usage commitments, and gross margin impact.
- Partner with Sales to structure commercially sound deals by analyzing tradeoffs across price, volume, and risk, ensuring all structures align with Twilio’s financial guardrails.
- Build, maintain, and review financial models and pricing scenarios to support non-standard deal requests and senior leadership approval decisions.
- Own the end-to-end Deal Desk operational workflow in Salesforce/CPQ (from quote building and pricing approvals to Order Form creation, DocuSign execution, and opportunity closure), ensuring 100% data integrity and policy compliance.
- Establish trusted working relationships across Commercial Legal, Billing Operations, Corporate Finance, and Sales to streamline deal velocity—particularly during high-volume month- and quarter-end peaks.
- Act as a guardrail and educator for Sales and GTM teams, ensuring adherence to internal contracting policies, approval matrices, and discount governance.
- Collaborate with Sales and Legal to review and structure non-standard contract language within Order Forms, ensuring alignment with corporate risk and revenue recognition policies.
- Surface recurring deal patterns, approval exceptions, and operational friction points to contribute to the continuous improvement of Deal Desk workflows and system efficiencies.

## Requirements
- Bachelor’s or Associate’s Degree plus a minimum of 2 years of experience in Corporate Finance, Financial Planning & Analysis (FP&A), Commercial Finance, or an analytical GTM/Deal Desk role. If no degree, a minimum of 4 years of relevant analytical experience is required.
- Demonstrated analytical and financial skills, with a firm understanding of core financial concepts and the ability to explain financial tradeoffs clearly.
- Advanced Excel/Google Sheets skills, with proven experience building intermediate financial models, logic formulas, and scenario analyses.
- A diligent, detail-oriented skillset, with the ability to manage multiple high-velocity requests simultaneously while remaining extremely organized under tight deadlines.
- A self-starter with a “can-do” attitude who is comfortable asking clarifying questions and operating with high integrity.

## Nice-to-Haves
- Knowledge and/or experience using online sales and/or document management tools such as Salesforce, Tableau, CLM, and JIRA.

## Compensation & Benefits
- Based in Colorado, Hawaii, Illinois, Maryland, Massachusetts, Minnesota, Vermont or Washington D.C.: $72,480 - $90,600.
- Based in New York, New Jersey, Washington State, or California (outside of the San Francisco Bay area): $76,720 - $95,900.
- Based in the San Francisco Bay area, California: $85,200 - $106,500.
- This role may be eligible to participate in Twilio’s equity plan and corporate bonus plan.
- Health care insurance, 401(k) retirement account, paid sick time, paid personal time off, paid parental leave.

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