Financial Analyst, Senior
ESSENTIAL JOB DUTIES & RESPONSIBILITIES:
- Build dynamic dashboards and self-service reports in Sigma Computing, as well as other visualization tools
- Maintain and enhance existing dashboards and tools to ensure they evolve with business needs.
- Create intuitive visualizations that clearly communicate key performance indicators (KPIs), trends, and actionable insights.
- 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.
- Help drive system and process improvements that better accomplish the above.
QUALIFICATIONS (KNOWLEDGE, SKILLS & ABILITIES):
- Bachelor’s or master’s degree in Economics, Computer Science, Information Systems, Statistics or related field — or equivalent experience.
- 3+ years of experience, preferably in analytics-driven environments.
- Strong analytical skills (quantitative and qualitative) with the ability to interpret complex datasets.
- Solid financial analysis foundation, including building forecasts, models, and performance insights.
- Familiarity with relational databases and centralized data environments; ability to navigate data lakes and understand table structures, joins, and data lineage.
- SQL proficiency or strong aptitude to write, interpret, and troubleshoot queries to validate data, build extracts, and analyze large datasets.
- Experience working with BI, reporting, or analytics tools (e.g., Sigma, Power BI, Tableau, Salesforce, Adaptive Insights, Workday).
- Advanced proficiency in Microsoft Excel, including modeling, automation, and data transformation.
- Self-starter with the ability to streamline functions, automate manual work, and drive continuous improvement.
- Strong judgment and decision-making skills with the ability to identify drivers, close data gaps, and apply sound logic.
- Ability to solve practical problems and analyze processes to recommend enhancements.
- Strong communication skills with the ability to translate technical data findings into clear business insights.
- Commitment to providing outstanding internal customer service to Sales, Operations, Finance, and Executive teams.
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.