Finance Manager - Deal Desk

About the role

You will own the financial strategy that underpins our go-to-market decisions by analyzing complex deal structures and translating them into clear, quantifiable impacts. You will partner daily with Sales, Marketing, and Revenue Operations to challenge assumptions and refine the trade-offs involved in pursuing specific opportunities. This role requires you to develop scenario-based forecasts that evaluate the long-term implications of commercial choices on profitability and growth. You will be the primary voice of finance in high-stakes discussions, ensuring that every recommendation is grounded in data and aligned with our strategic objectives. The position demands comfort with ambiguity and the ability to synthesize information quickly in a fast-paced, collaborative environment. You will shape the narrative around growth initiatives, balancing short-term efficiency with sustainable, long-term value creation. This is an opportunity for a strategic thinker to directly influence the direction of the company's growth and leave a lasting impact on its financial health.

Key facts

What you'll do

Analyze complex deal structures and financial implications to provide clear recommendations to cross-functional stakeholders.

Develop and own scenario-based topline forecasts that evaluate the financial impact of strategic initiatives and market opportunities.

Partner with Sales and Marketing teams to assess the viability and profitability of new business opportunities and promotional offers.

Translate intricate financial data into actionable insights that guide decision-making for non-finance executive audiences.

Evaluate the performance of existing commercial motions and identify areas for optimization based on unit economics and profitability.

Collaborate with Revenue Operations to design financial models that support accurate forecasting and pipeline management.

Champion the integration of healthcare-specific knowledge into financial analysis to ensure contextually relevant decision support.

Challenge the status quo by questioning assumptions and validating the durability of growth strategies before large-scale execution.

Synthesize data from multiple sources to construct comprehensive views of deal profitability and risk exposure.

Lead financial due diligence and provide frameworks that enable faster, more informed approval of complex transactions.

Support the creation of dashboards and reporting tools that enhance visibility into key commercial metrics and deal performance.

Act as a mentor to junior team members by setting standards for rigorous financial analysis and clear communication.

Participate in special projects that require deep analytical rigor and an understanding of the broader business ecosystem.

Serve as a bridge between the commercial teams and the finance department to ensure alignment on goals and metrics.

Drive the narrative around value-based pricing and contract terms to maximize long-term customer value and retention.

Requirements

You must possess a Bachelor's degree in Finance, Economics, or a related quantitative field.

You must have a minimum of 5 years of professional experience in strategic finance, business operations, FP&A, or a closely related discipline.

You must demonstrate at least 2 years of dedicated experience within a Deal Desk or Commercial Operations capacity.

You must have a proven track record of informing growth strategy or go-to-market decisions through sophisticated financial analysis.

You must be highly proficient in Excel or Google Sheets, with advanced capabilities in financial modeling, scenario analysis, and data manipulation.

You must be able to communicate complex financial concepts and recommendations clearly to non-finance stakeholders and executive leadership.

You must have direct healthcare experience or relevant consulting experience focused on the healthcare sector.

You must be eligible to work in the United States and currently reside in a state where Rula is actively hiring.

You must be comfortable working in a fully remote environment with limited in-person interaction.

You must be able to manage multiple priorities and deadlines in a fast-paced, dynamic organizational structure.

You must have strong attention to detail and the accuracy to manage financial modeling tasks with a high degree of precision.

You must be comfortable navigating ambiguity and making decisions with incomplete information.

You must be a proactive communicator who seeks alignment and clarification early in the project lifecycle.

You must be willing to travel occasionally for company-wide events or team gatherings as scheduled.

You must be available to work during standard business hours in the U.S. time zones to facilitate real-time collaboration.

Nice to have

A strong understanding of unit economics, including metrics such as LTV, CAC, payback period, and cohort analysis.

A background in a high-growth or scaling company where processes are frequently evolving.

Direct experience within healthcare services or marketplace business models.

Prior experience in Investment Banking, Private Equity, or Management Consulting.

Proven experience partnering closely with Marketing, Revenue Operations, or other Go-To-Market teams.

Experience with advanced data visualization tools such as Tableau or Looker.

Familiarity with contract law and the ability to interpret complex legal and financial terms.

Experience with CRM and CPQ systems to support forecasting and deal tracking.

Practical notes

Employees must be based in a U.S. state where the company is currently hiring, with the exception of Hawaii.

This is a full-time position that follows standard U.S. business hours.

Occasional travel may be required for team meetings or company events.

Visa sponsorship is not available for this role at this time.

All employment is contingent upon successful completion of background checks as required by law.