Financial Analyst

Financial Analyst- Sales Operations & Business Insights (Manufacturing0

About the Role

We are seeking a highly organized, analytical, and proactive Senior Analyst, Sales Operations & Business Insights to support sales execution, drive cross-functional alignment, and provide actionable business insights that fuel growth. This role serves as a key business partner to the Sales organization, helping translate data into strategic recommendations while ensuring seamless execution of national account initiatives.

The ideal candidate thrives in a fast-paced environment, enjoys managing multiple priorities, and is passionate about connecting strategy, analytics, and operational excellence to achieve business results.

Key Responsibilities

Sales Strategy & Business Insights

• Analyze industry trends, market intelligence, and customer data to support sales strategy and growth initiatives.
• Leverage resources such as Technomic, Datassential, CRM platforms, and internal reporting tools to identify opportunities, risks, and emerging trends.
• Develop impactful presentations, business reviews, and executive summaries that translate complex data into actionable recommendations.
• Provide insights that support customer growth, portfolio expansion, and strategic decision-making.

Sales Operations & Performance Reporting

• Own the development and delivery of weekly, monthly, and quarterly sales reporting, including revenue performance, pipeline health, customer retention, and key business metrics.
• Analyze results and proactively identify trends, variances, and opportunities for improvement.
• Support forecasting, budgeting, and planning activities in collaboration with Sales and Finance teams.
• Maintain data integrity across CRM and ERP systems, ensuring accurate pricing, order visibility, reporting, and documentation.

Project Management & Cross-Functional Leadership

• Coordinate and manage national account initiatives from planning through execution.
• Partner closely with Sales, Marketing, R&D, Operations, and Finance to support customer requests, product innovation, pricing initiatives, and project deliverables.
• Track project milestones, timelines, dependencies, and action plans across multiple initiatives simultaneously.
• Lead meeting preparation, capture key decisions, and drive accountability through effective follow-up and communication.

Documentation & Process Management

• Maintain customer contracts, pricing agreements, NDAs, and other critical client documentation.
• Ensure proper version control, compliance, and audit readiness of customer-facing materials.
• Support contract routing, approval workflows, signature tracking, and secure document management practices.
• Identify and implement process improvements that enhance team efficiency and operational effectiveness.

Qualifications

Required

• Associate's or Bachelor's degree in Business, Finance, Marketing, Operations, or a related field.
• 4-6 years of experience in Business Analysis (Sales), Commercial Operations, Sales Enablement, or Project Coordination.
• Advanced proficiency in Microsoft Excel and PowerPoint with the ability to tell compelling business stories through data.
• Experience working with CRM and ERP systems such as Salesforce, Blacksmith, Sage, NetSuite, or similar platforms.
• Strong analytical, organizational, and project management skills.
• Proven ability to manage multiple priorities, deadlines, and stakeholders in a dynamic environment.
• Excellent communication, collaboration, and follow-through skills.

Preferred

• Experience supporting national accounts, commercial strategy, pricing, or customer development in a B2B environment.
• Foodservice, food manufacturing, consumer packaged goods (CPG), or distribution industry experience.
• Familiarity with market intelligence platforms such as Technomic or Datassential.
• Experience with project tracking, workflow mana

  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.