Back to search
Ledgent Linkedin ยท Posted 13d ago

Financial Analyst

Pleasanton, California, United States

Linkedin
Continue to application Add your email once, then Caio opens the original posting.

Indexed description

๐Ÿš€ We're Hiring: Accounting/Sr. Accouting Analyst (Sales) ๐Ÿš€

Are you a highly organized, data-driven professional who enjoys turning insights into action? We're looking for an Accounting Analyst to partner closely with executive leadership and the Growth team to drive strategic initiatives, improve sales performance visibility, and coordinate cross-functional execution.

This role is ideal for someone who thrives at the intersection of sales operations, business analysis, project management, and cross-functional collaboration. You'll play a key role in supporting national account strategy, managing critical initiatives, and ensuring alignment across Sales, Marketing, R&D, Operations, and Finance.

What You'll Do:

โœ… Translate market research and industry data into actionable business insights
โœ… Deliver and own weekly, monthly, and quarterly sales performance reporting
โœ… Analyze revenue trends, pipeline health, retention metrics, and KPIs
โœ… Support forecasting, budgeting, and strategic planning efforts
โœ… Manage timelines and execution of key national account initiatives
โœ… Coordinate across multiple departments to drive projects forward
โœ… Maintain CRM and ERP data integrity to support business decisions
โœ… Organize and manage customer contracts, pricing agreements, and documentation

What We're Looking For:

โœ”๏ธ 4-6 years of experience in sales operations, commercial analysis, enablement, or project coordination
โœ”๏ธ Strong Excel and PowerPoint skills with a focus on storytelling through data
โœ”๏ธ Experience with CRM and ERP platforms such as Salesforce, Sage, NetSuite, or similar tools
โœ”๏ธ Proven ability to manage multiple priorities and stakeholders simultaneously
โœ”๏ธ Excellent communication, organizational, and follow-through skills

Bonus Points For:

โญ Experience supporting sales strategy, pricing, or national accounts in a B2B environment
โญ Background in foodservice, food manufacturing, or distribution
โญ Familiarity with Technomic, Datassential, or similar market research tools
โญ Experience working in fast-paced, cross-functional organizations

If you're passionate about creating structure, driving accountability, and helping teams make smarter business decisions, we'd love to connect!

Salary: $80k-$100k+ depending on experience.


All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.

Free. 20 seconds. No password. See every match in this search.

Create a free Caio profile to unlock more results and save your role and location preferences.

Unlock free search
Want help applying to roles like this? Search Caio for free. If repetitive applications get heavy, Managed Job Search adds supervised execution for $99/month.
View Managed Job Search