Financial Analyst

Financial Analyst

The Financial Analyst is responsible for supporting financial planning, reporting, and analysis for the company's logistics and transportation divisions. This role contributes to the budgeting and forecasting processes, assists with performance tracking, and provides analytical support to drive operational and financial decisions. The ideal candidate has a solid foundation in financial analysis, attention to detail, and the ability to communicate insights effectively in a fast-paced, data-driven environment.

Summary of Essential Job Functions

Financial Planning & Reporting

• Assist in preparing monthly forecasts, annual budgets, and financial reporting packages.
• Support budget vs. actual variance analysis and summarize key findings for review.
• Help maintain financial models for forecasting and scenario planning under the guidance of senior finance staff.
• Prepare recurring reports and data extracts from financial systems.

Business Support

• Support business partners by gathering and analyzing data on revenue, cost, and margin performance.
• Contribute to financial reviews of operational activities, helping track KPIs and trends.
• Assist in tracking cost-saving initiatives, capital projects, and pricing changes.

Data Analysis & Reporting

• Pull data from multiple sources to support business cases and reporting needs.
• Develop and maintain simple dashboards, spreadsheets, and financial tools.
• Perform reconciliations and help validate data for accuracy in reports and models.

Process & Systems Support

• Support enhancements to financial processes, documentation, and templates.
• Collaborate with other departments to gather information needed for finance deliverables.
• Help maintain and troubleshoot data inputs within ERP or financial planning systems.

Requirements

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 13 years of relevant experience in financial analysis or accounting.
• Proficiency in Microsoft Excel (including pivot tables, basic formulas, and data manipulation).
• Familiarity with financial systems or ERP tools.
• Detail-oriented with a commitment to data accuracy and timely follow-through.
• Strong organizational skills and the ability to manage multiple tasks with limited supervision.
• Clear written and verbal communication skills.

Preferred Qualifications

• Experience in the transportation, logistics, or supply chain industry.
• Exposure to budgeting, forecasting, and KPI tracking.
• Familiarity with BI tools such as Power BI, Tableau, or similar.
• Experience using or supporting ERP platforms (e.g., Oracle, NetSuite, SAP, etc.).

Abilities Required

These physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the job. Reasonable accommodation can be made to enable people with disabilities to perform the described essential job functions.

While performing the responsibilities, the employee is required to talk and hear. The employee is often required to sit and use their hands and fingers, to handle or feel and to manipulate keys on a keyboard. The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.