Senior Financial Analyst - FP&A

Lineage is currently searching for a Senior Financial Analyst to join our Financial Planning and Analysis (FP&A) team. Ideal candidates are bachelor’s or master’s level graduates who possess in-depth training and experience in finance or accounting. This role requires strong attention to detail, process focus/improvement, analytical rigor, and communication. In this role, the SFA will have a variety of responsibilities related to our quarterly forecasting and annual budget planning processes, monthly reporting, three-year model support, quarterly earnings support, capex reporting, variance analysis, etc. as well as lead the fixed commitments and top customers reporting process.

You will work with Field Finance, Commercial Finance, Accounting, Sales, IT, Investor Relations, Treasury and others in this role, helping to streamline and improve existing processes or create new ones. You will succeed by being independently driven and intellectually curious. Your process driven approach, strong communication, problem solving skills, and customer service mentality will allow you to confidently support strong decision making by Lineage leadership.

ESSENTIAL JOB DUTIES & RESPONSIBILITIES:

• Support annual multi-year strategic plan (three-year model), annual business plan (i.e. budget), and quarterly forecast processes for the North American portfolio, ensuring alignment with key strategic initiatives
• Support monthly reporting process, quarterly reporting and earnings calls, and quarterly board of directors meeting deliverables
• Drive financial results via data analysis, including key trends, variance analysis, and development of financial models for decision support
• Own fixed commitment and volume guarantee tracking and reporting processes
• Interpret contractual language to confirm proper reporting of fixed commitments by partnering with sales leads in North America
• Timely monthly tracking and ad hoc reporting of core fixed commitment data for all sites, including new sites prior to Workday system integration
• Own and complete process to capture revenue by customer and fixed commitment data for newly acquired facilities
• Support fixed commitment financial reporting from a managerial and accounting perspective
• Support capex reporting and analysis
• Ad-hoc analysis and projects as needed

QUALIFICATIONS (KNOWLEDGE, SKILLS & ABILITIES):

• Bachelor’s or master’s degree in accounting or finance
• 5+ years finance experience, preferably in FP&A or similar
• Financial forecasting and budgeting experience required
• Financial reporting and variance analysis experience required
• Proficiency with Microsoft Excel is required; familiarity with financial management tools required (preference for Workday Adaptive Planning (formerly Adaptive Insights), Workday, Power BI, Sigma, Salesforce)
• Detail and process oriented, with the ability to design and implement process improvements
• Must have strong analytical (quantitative as well as qualitative) skills
• Self-starter with the ability to streamline processes and a passion to learn and grow
• Leadership ability, willingness to lead, take charge, and offer opinions and thoughts
• Commitment to providing outstanding internal customer service support

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.