What are the responsibilities and job description for the Financial Analyst Associate position at Lineage?
We are seeking a detail-oriented Commerical Finance Coordinator to join our Commercial Finance Team, providing critical support to the Sales team in issuing and revising contracts along with assisting with Salesforce CPQ and standardizing our Service Code offerings. This role involves reviewing, managing, and maintaining contracts while ensuring compliance with company policies and legal requirements. The ideal candidate will work closely with Sales, Legal, IT, and Finance teams to facilitate the sales process through contract execution.
Responsibilities
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.
Responsibilities
- Assist in the configuration, pricing, and quoting process by ensuring contract terms and service codes align with approved pricing structures and legal standards.
- Support Sales and IT with ongoing improvements to Salesforce CPQ (Configure, Price, Quote), including training and rolling out new tools.
- Draft, review, and manage contracts, ensuring accuracy and compliance with company policies.
- Work closely with the Sales, IT, and Legal, Finance teams to ensure smooth contract Partner with Sales to ensure the Sales process is consistently followed and all deals meet company pricing and margin requirements.
- Work with the Sales and Legal team to ensure our yearly rate increases are implemented and contracting policies are followed.
- Maintain accurate contract records and provide reporting on contract status, renewals, and compliance metrics.
- Continuously improve contract management workflows, leveraging technology and best practices.
- Bachelor’s degree in Business Administration, Finance, Legal Studies or a related field.
- Proven ability to streamline functions and a strong desire to learn and grow.
- Demonstrated ability to solve practical problems and identify process improvements.
- Commitment to providing outstanding internal customer service and support.
- Ability to work independently while setting clear goals and priorities to manage tasks effectively.
- Proficiency in Microsoft Office Suite is required; familiarity with Salesforce is a plus.
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.
