Job Description
Summary
The Team Lead Finance Renewals will play a critical role in supporting the Renewals business by providing financial analysis, pricing guidance, strategic recommendations, and business insights. This position is responsible for reviewing subscription renewal deals, driving pricing optimization initiatives, supporting forecasting activities, and partnering with Sales, Operations, Accounting, IT, and Leadership teams to improve processes, systems, and reporting capabilities.
The ideal candidate is highly analytical, detail-oriented, and comfortable working in a fast-paced environment where they can influence business decisions through data-driven recommendations.
Roles and Responsibilities
- Lead renewal subscription deal analysis and financial reviews.
- Drive quote reviews and approvals for renewal opportunities.
- Support complex pricing reviews and strategic deal evaluations.
- Ensure pricing accuracy and compliance with company policies and guidelines.
- Analyze subscription changes, install base trends, and business drivers.
- Develop financial models to support business decisions.
- Identify opportunities to improve pricing strategies and discount structures.
- Lead process improvement initiatives related to renewals and financial operations.
- Design and improve governance frameworks, policies, and financial controls.
- Standardize and automate reporting processes to improve scalability.
- Support User Acceptance Testing (UAT) for system enhancements.
- Collaborate with Sales, Sales Operations, IT, Accounting, and other stakeholders.
- Perform ad-hoc financial analysis and business case evaluations.
- Present findings, recommendations, and financial insights to leadership.
- Support strategic planning and operational decision-making initiatives.
Required Skills
- 8+ years of experience in FP&A, Finance, Deal Management, or related financial functions.
- Strong financial modeling and analytical skills.
- Experience reviewing pricing, renewals, contracts, or subscription-based business models.
- Advanced Microsoft Excel skills.
- Strong PowerPoint and presentation skills.
- Experience building financial reports and dashboards.
- Ability to interpret large datasets and provide actionable insights.
- Strong business acumen and commercial understanding.
- Excellent communication and stakeholder management skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong problem-solving and decision-making abilities.
- Experience working cross-functionally with Finance, Sales, Operations, IT, and Accounting teams.
- Process improvement and operational optimization experience.
- Experience supporting governance, compliance, and business controls.
Desired Skills
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MBA or advanced financial certification.
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Experience in subscription-based businesses.
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Experience with NetSuite.
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Experience with Salesforce.
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Experience with Tableau.
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Experience supporting pricing strategy initiatives.
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Experience with UAT testing and system implementations.
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Experience with automation and reporting optimization projects.
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Knowledge of SaaS business models and recurring revenue metrics.
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Experience leading cross-functional strategic initiatives.