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We are looking for a Senior Financial Analyst to join our team in San Leandro, California. In this role, you will focus on driving financial insights and supporting sales operations through detailed analysis and modeling. This position is ideal for someone with a strong analytical mindset and the ability to translate data into actionable strategies.
Job Responsibility:
Build and automate revenue-to-GP reports and forecasts
Analyze revenue and margin drivers by product and customer
Advise leaders on actions to improve margins and grow revenue
Manage pricing and discount accuracy in ERP and TPM systems
Oversee clean capture of distributor and indirect sales data
Consolidate monthly forecasts, flag risks/opportunities, and push back when needed
Produce timely month-end results with clear business insights
Align with Sales Finance teams to standardize approaches
Lead annual budgets for assigned regions or channels
Requirements:
Degree in accounting, finance, or a similar discipline
3–5 years of related professional experience
Background in CPG or retail environments is a plus
Solid grasp of income statements, balance sheets, and cash flows
Experience with SAP or comparable ERP and reporting tools
Proven ability to build financial models and management tools
Strong critical thinking and analytical judgment
Comfortable partnering and presenting across teams
Clear, effective written and verbal communicator
Experience creating forecasts based on logical assumptions
Nice to have:
Background in CPG or retail environments is a plus
What we offer:
medical, vision, dental, and life and disability insurance