Financial Analyst

Lineage is currently searching for a Financial Analyst to join our growing team! Ideal candidates are Bachelor or MA level graduates who possess in-depth training in finance, economics, or accounting. This role requires a high degree of critical thinking, research, communication, and multi-tasking. In this role, the Analyst will lead high visibility reporting, play a crucial part in strengthening Lineage’s commercial systems foundation, and support commercial pricing to grow business and increase margins. The right person must be comfortable using technical skills to extract data, create models, use judgement to problem solve, and be highly collaborative to thrive working in a team environment.

You will work cross-functionally with Sales, Accounting, FP&A, and IT to report key results and play a role in the development of core systems that better support our growing business. You will succeed due to being independently driven and intellectually curious. Your strong communication skills, data driven approach, and customer service mentality allow you to confidently support strong decision making by Lineage leadership.

ESSENTIAL JOB DUTIES & RESPONSIBILITIES: 

• Collaborate with sales and operations to develop pricing strategies that help Lineage “win” in the marketplace. 
• Develop accurate financial (pricing) models that help Lineage understand costs, margins, and risks associated with pricing decisions. 
• Analyze financial data by collecting, monitoring, and creating financial models for decision support. 
• Improve financial margins by proactively analyzing results; monitoring variances; identifying trends; recommending actions to management. 
• Identify financial status by comparing and analyzing actual results with plans and forecasts. 
• Recommend actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials. 
• Market research, data mining, business intelligence, and valuation comps 
• Create executive dashboards and reports that show how we are tracking against our pricing goals. 

QUALIFICATIONS (KNOWLEDGE, SKILLS & ABILITIES):

• Bachelor’s or master’s in accounting/Finance/Economics or equivalent experience 
• 1-3 years Finance experience 
• Must have strong analytical (quantitative as well as qualitative) skills. 
• Financial analysis foundation creating forecasts and models. 
• Self-starter with the ability to streamline functions and passion to learn and grow. 
• Judgment and decision making, with an ability to get past data gaps by applying appropriate logic. 
• Ability to solve practical problems and analyze processes for improvements. 
• Leadership ability, willingness to lead, take charge, and offer opinions and thoughts. 
• Commitment to providing outstanding internal customer service support. 
• Ability to work independently, develop specific goals and plans to prioritize, organize, and accomplish work. 
• Proficiency with Microsoft Excel is required; familiarity with CRM/Financial management tools helpful (Salesforce, Adaptive Insights, Workday, BI) 

Why Lineage?

This is an excellent position to begin your career path within Lineage! Success in this role enables greater responsibilities and promotions! A career at Lineage starts with learning about our business and how each team member plays a part each and every day to satisfy our customers’ requirements. Beyond that, you’ll help us grow and learn on our journey to be the very best employer in our industry. We’ll ask you for your opinion and ensure we do our part to keep you developing and engaged as we grow our business. Working at Lineage is energizing and enjoyable. We value respect and care about our team members.

Lineage is an Equal Employment Opportunity Employer and is committed to compliance with all federal, state, and local laws that prohibit workplace discrimination and unlawful harassment and retaliation.  Lineage will not discriminate against any applicant on the basis of race, color, age, national origin, religion, physical or mental disability or any other protected status under federal, state and local law.

Benefits

Lineage provides safe, stable, reliable work environments, medical, dental, and basic life and disability insurance benefits, 401k retirement plan, paid time off, annual bonus eligibility, and a minimum of 7 holidays throughout the calendar year.