Fortinet

Sr. Manager, Finance Deals Desk

Fortinet$170K — $240K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7-12+ years in deal desk, sales finance, or revenue operations, ideally in a global tech or cybersecurity firm
  • Proven ability as a senior-level individual contributor
  • Extensive experience in executing and managing structured commercial frameworks
  • Deep knowledge of hardware and software selling models, including SaaS and subscription
  • Strong grasp of software revenue recognition principles (ASC 606)
  • Advanced proficiency in Salesforce (SFDC) and Microsoft Excel
  • Effective communicator with exceptional verbal and written skills

Responsibilities

  • Act as the primary financial advisor to Sales leaders on complex transactions
  • Lead the deal review process applying a unified commercial framework
  • Serve as the escalation point for high-risk and non-standard deals
  • Champion rapid triage methodologies for deal classification and approval workflow
  • Partner with Finance and Operations to refine decision matrices
  • Establish and monitor KPIs for the Deals Desk function
  • Drive cross-functional alignment for a predictable order-to-cash cycle

Benefits

  • Medical, dental, and vision insurance
  • Life and disability insurance
  • 401(k) plan
  • 11 paid holidays
  • Vacation and sick time
  • Comprehensive leave program
Full Job Description
JOB DESCRIPTION

Fortinet is expanding its Finance Deals Desk, a strategic function designed to accelerate sales and provide a competitive advantage. We are seeking aSenior Managerto join our established team of senior professionals. This role will focus on shifting from traditional deal support to a sophisticated, data-driven commercial framework, enabling our Sales teams to close complex, high-value deals faster by navigating internal processes and providing clear, consistent guidance.

As a Senior Manager, you will be a key partner to Sales and Finance leadership, responsible foroperationalizing, executing, and managingour new unified commercial framework. You will champion the transition toward standardized, risk-based threshold approvals and rapid deal triage processes, ensuring that escalations are driven by genuine economic risk rather than procedural bottlenecks. You will assist in the ongoing governance of our commercial decision matrices, providing vital feedback to refine these rules and driving consistency and predictability across all global transactions. This is a high-impact, senior individual contributor opportunity for a self-motivated professional to help elevate and scale our growing Deals Desk function.

Key Responsibilities:

Strategic Deal Execution & Advisory

  • Act as the primary financial advisor to Sales leaders on large, complex, and non-standard transactions, providing strategic guidance on deal structuring to maximize profitability and ensure compliance.
  • Lead the deal review process, applying a unified commercial framework to ensure all key business controls (such as margins, discounting, and renewals) are consistently assessed for economic risk.
  • Serve as the key escalation point for complex, high-risk, or non-standard deals, preparing concise business justifications and risk assessments for executive review.
  • Champion and operationalize rapid triage methodologies to quickly classify deals and streamline the approval workflow, enabling Sales to focus on customer-facing activities.

Process Optimization & Scalable Governance

  • Partner with Finance and Operations leadership to operationalize and recommend improvements to the Deals Desk's decision matrices and threshold-based routing rules, providing structured feedback to help refine them in alignment with Fortinets financial goals.
  • Execute and maintain lean, scalable processes that enhance the efficiency and velocity of the Field Sales teams while maintaining rigorous, audit-ready compliance.
  • Establish and monitor key performance indicators (KPIs) for the Deals Desk function, focusing on deal velocity, approval consistency, and risk mitigation.

Cross-Functional Collaboration & Influence

  • Drive strong cross-functional alignment with Legal, Revenue Recognition, Order Management, and other internal teams to ensure a seamless and predictable order-to-cash cycle.
  • Collaborate closely with peer Senior Managers and Finance leaders to ensure global consistency in deal execution and process application.
  • Sustain Field Sales accountability across all deal lifecycle requirements and hold cross-functional partners accountable for their deliverables to ensure timely execution.

Required Skills & Qualifications:

  • Experience:7-12+ years of progressive experience in a deal desk, sales finance, or revenue operations role within a global technology or cybersecurity company. Proven experience operating successfully as a senior-level individual contributor.
  • Commercial Framework Execution:Extensive experience executing and managing structured, rules-based commercial frameworks. Deep understanding of how to balance margins, discounts, and commercial terms in everyday deal cycles.
  • Industry Knowledge:Deep, thorough understanding of standard and non-standard hardware and software selling models (including SaaS, subscription, term, perpetual, consumption, and on-demand).
  • Financial Acumen:Strong understanding of software revenue recognition principles (ASC 606) and the impact of non-standard contract terms on financial outcomes.
  • Technical Proficiency:Strong experience with Salesforce (SFDC) is required. Advanced proficiency in Microsoft Excel.
  • Collaboration & Influence:Strong cross-functional influencer with the ability to gain organizational buy-in for process transformation. Proven ability to build consensus with peers and hold cross-functional partners accountable.
  • Problem-Solving:An innovative and strategic thinker who can "think outside the box" to structure winning deals while protecting the companys financial interests.
  • Communication:Exceptional verbal, written, and interpersonal skills, with the ability to communicate complex financial concepts clearly and concisely to executives, sales, and operational teams.

Fortinet offers employees a variety of benefits, including medical, dental, vision, life and disability insurance, 401(k), 11paid holidays, vacation time, and sick time as well as a comprehensive leave program.

Wage ranges are based on various factors including the labor market, job type, and job level. Earnings for this position are expected to be $170,000 - $240,000 Exact salary offers will be determined by factors such as the candidates subject knowledge, skill level, qualifications, experience, and geographic location. All roles are eligible to participate in the Fortinet equity program, Bonus eligibility is reviewed at time of hire and annually at the Companys discretion.

About Fortinet

Fortinet is a cybersecurity company that provides network security solutions to businesses, service providers, and government organizations worldwide. The company's products and services include firewalls, VPNs, intrusion prevention systems, endpoint security, and more. Fortinet was founded in 2000 and is headquartered in Sunnyvale, California.
Learn more about Fortinet
Size
10,860 employees
Market Cap
$38.2 billion
Industry
Net Income
$486.2 million
Founded
2000
5 Year Trend
+21.2%
Revenue
$2.5 billion
NASDAQ

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