Financial Analyst

Ledgent Finance & Accounting
Pleasanton, CA

FP &A Specialist/Finance Associate (Manufacturing Required)

We are seeking a highly organized and analytical FP & A specialist/Finance Associate to support sales strategy, business performance, and cross-functional execution. This role serves as a key business partner to the Sales team, helping translate data into actionable insights, manage strategic initiatives, and drive alignment across Sales, Marketing, R&D, Operations, and Finance.

This position is ideal for someone who enjoys working at the intersection of analytics, project management, and business operations while helping drive growth and execution.

Key Responsibilities

  • Analyze sales, customer, and market data to identify trends, opportunities, and business risks.
  • Develop and deliver weekly, monthly, and quarterly performance reporting, including revenue, KPIs, forecasting, and customer trends.
  • Support budgeting, forecasting, pricing analysis, and strategic planning initiatives.
  • Create executive-ready presentations and business insights to support decision-making.
  • Partner with Sales, Marketing, R&D, Operations, and Finance to coordinate key initiatives and customer projects.
  • Manage project timelines, track deliverables, and ensure accountability across stakeholders.
  • Maintain CRM and ERP systems to support reporting accuracy and business visibility.
  • Organize and manage contracts, pricing agreements, and other critical business documentation.
  • Identify opportunities to improve processes, reporting, and operational efficiency.

Qualifications

Required

  • Bachelor's degree in Finance, Business, Economics, or a related field.
  • 4-6 years of experience in financial analysis, business analysis, sales operations, or commercial analytics.
  • Advanced Excel and PowerPoint skills.
  • Experience with CRM and ERP systems (Salesforce, Sage, NetSuite, or similar).
  • Strong analytical, organizational, and communication skills.
  • Proven ability to manage multiple priorities in a fast-paced environment.

Preferred

  • Experience supporting sales strategy, pricing, or national accounts in a B2B environment.
  • Background in foodservice, manufacturing, distribution, or consumer products.
  • Familiarity with market research tools such as Technomic or Datassential.
  • Experience with Power BI, Tableau, or other reporting platforms.

Pay: $35-$45

Join a collaborative team where you'll have the opportunity to influence business decisions, improve performance, and help drive continued growth.

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.

Posted 2026-07-06

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