Fiserv
Find Your Future At Fiserv
Calling all innovators
find your future at Fiserv. We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day
quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv. Deal Desk Financial Analyst
What does a successful Deal Desk Finance Analyst do? At Fiserv, a successful Deal Desk Finance Analyst plays a key role in supporting the sales organization by analyzing and structuring complex renewal deals for financial institutions, ensuring the inclusion of correct solutions, contractual terms, and pricing elements. By bridging the gap between sales, finance, legal, and other departments, the analyst streamlines the sales process and optimizes deal profitability. What you will do: Review sales deals to ensure compliance with pricing and discounting policies and provide guidance on deal structure to optimize revenue and minimize risk. Assist with preliminary pricing workbook creation, manage pricing strategies, and ensure accuracy in pricing and deal terms. Assist in developing content, reviewing pricing proposal materials, and ensuring that proposals are tailored to meet client needs while aligning with the Fiserv solution offerings. Work closely with sales, finance, legal, and other departments to streamline the deal process and ensure timely response to internal and external clients. Ensure deals comply with revenue recognition guidelines and legal requirements. Manage the entire pricing deal process from client request to contract closeout. Identify and implement process improvements to enhance deal velocity, efficiency, and overall sales effectiveness. Track deal metrics and trends, providing insights to stakeholders on deal performance and potential areas for improvement. What you will need to have: 6+ years of experience in pricing strategy, sales financial analysis, or a relevant field. 6+ years of experience with financial institution account processing systems - Deal Desk, Order Management, Finance Operations, Sales Operations, or Pricing. 6+ years of experience in utilizing Microsoft Office Suite (Excel, PowerPoint) and Adobe Professional. Ability to manage and prioritize competing demands during end of month and end of quarter. Bachelor's degree in finance, accounting, and/or equivalent military experience. What would be great to have: 6+ years of experience in financial modeling and analysis. 6+ years of experience with CRM systems (e.g., Salesforce). 6+ years of experience in a pricing function. Proficiency in sales processes, pricing strategies, and contract terms. Knowledge of revenue recognition principles and accounting practices. Perks at Work: We're #FiservProud of our commitment to your overall well-being with a growing offering of physical, mental, emotional, and financial benefits from day one. Maintain a healthy work-life balance with paid holidays, generous time off policies, including Recharge & Refuel time for qualifying associates, and free counseling through our EAP. Plan for your future with competitive salaries, the Fiserv 401(k) Savings Plan, and our Employee Stock Purchase Plan. Recognize and be recognized by colleagues with our Living Proof program where you can exchange points for a variety of rewards. Prioritize your health with a variety of medical, dental, vision, life, and disability insurance options and a range of well-being resources through our Fuel Your Life program. Advance your career with training, development, certification, and internal mobility opportunities. Join Employee Resource Groups that promote our diverse and inclusive culture where associates can share perspectives, exchange ideas, and elevate careers. Important information about this role: This role is on-site Monday through Friday. Fiserv considers in-person collaboration to be an essential part of this role as in-person office experiences help you with your overall onboarding experience and lead to stronger productivity. In order to be considered, you must be legally authorized to work in the U.S. without need for sponsorship, now or in the future. This is a full-time, direct-hire position, and no contract options for unsolicited agency submissions will be considered. Our commitment to Equal Opportunity: Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
Calling all innovators
find your future at Fiserv. We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day
quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv. Deal Desk Financial Analyst
What does a successful Deal Desk Finance Analyst do? At Fiserv, a successful Deal Desk Finance Analyst plays a key role in supporting the sales organization by analyzing and structuring complex renewal deals for financial institutions, ensuring the inclusion of correct solutions, contractual terms, and pricing elements. By bridging the gap between sales, finance, legal, and other departments, the analyst streamlines the sales process and optimizes deal profitability. What you will do: Review sales deals to ensure compliance with pricing and discounting policies and provide guidance on deal structure to optimize revenue and minimize risk. Assist with preliminary pricing workbook creation, manage pricing strategies, and ensure accuracy in pricing and deal terms. Assist in developing content, reviewing pricing proposal materials, and ensuring that proposals are tailored to meet client needs while aligning with the Fiserv solution offerings. Work closely with sales, finance, legal, and other departments to streamline the deal process and ensure timely response to internal and external clients. Ensure deals comply with revenue recognition guidelines and legal requirements. Manage the entire pricing deal process from client request to contract closeout. Identify and implement process improvements to enhance deal velocity, efficiency, and overall sales effectiveness. Track deal metrics and trends, providing insights to stakeholders on deal performance and potential areas for improvement. What you will need to have: 6+ years of experience in pricing strategy, sales financial analysis, or a relevant field. 6+ years of experience with financial institution account processing systems - Deal Desk, Order Management, Finance Operations, Sales Operations, or Pricing. 6+ years of experience in utilizing Microsoft Office Suite (Excel, PowerPoint) and Adobe Professional. Ability to manage and prioritize competing demands during end of month and end of quarter. Bachelor's degree in finance, accounting, and/or equivalent military experience. What would be great to have: 6+ years of experience in financial modeling and analysis. 6+ years of experience with CRM systems (e.g., Salesforce). 6+ years of experience in a pricing function. Proficiency in sales processes, pricing strategies, and contract terms. Knowledge of revenue recognition principles and accounting practices. Perks at Work: We're #FiservProud of our commitment to your overall well-being with a growing offering of physical, mental, emotional, and financial benefits from day one. Maintain a healthy work-life balance with paid holidays, generous time off policies, including Recharge & Refuel time for qualifying associates, and free counseling through our EAP. Plan for your future with competitive salaries, the Fiserv 401(k) Savings Plan, and our Employee Stock Purchase Plan. Recognize and be recognized by colleagues with our Living Proof program where you can exchange points for a variety of rewards. Prioritize your health with a variety of medical, dental, vision, life, and disability insurance options and a range of well-being resources through our Fuel Your Life program. Advance your career with training, development, certification, and internal mobility opportunities. Join Employee Resource Groups that promote our diverse and inclusive culture where associates can share perspectives, exchange ideas, and elevate careers. Important information about this role: This role is on-site Monday through Friday. Fiserv considers in-person collaboration to be an essential part of this role as in-person office experiences help you with your overall onboarding experience and lead to stronger productivity. In order to be considered, you must be legally authorized to work in the U.S. without need for sponsorship, now or in the future. This is a full-time, direct-hire position, and no contract options for unsolicited agency submissions will be considered. Our commitment to Equal Opportunity: Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.