Senior Financial Analyst

Summary:

Join our Accounting team in a highly visible role supporting financial planning & analysis, month-end close, and financial reporting, with a strong emphasis on cross-functional partnership and process improvement. This position is ideal for a hands-on finance professional who thrives in a fast-paced environment, brings strong attention to detail, and is motivated to continuously improve the way work gets done.

Success in this role requires the ability to balance analytical rigor with operational partnership, while supporting scalable processes that enable organic growth and acquisitions.

Essential Functions :

• Prepare and deliver weekly and monthly management reporting packages


• Analyze financial and operational KPIs and clearly communicate trends and drivers


• Perform variance analysis and translate results into actionable business insights


• Support executive-level summaries and board and investor materials


• Perform ad hoc financial analysis and support special projects as needed


• Lead portions of the annual budget, rolling forecasts, and long-range planning processes


• Develop quarterly forecasts, including analysis versus budget, prior forecast, and prior year


• Partner with business leaders to understand key performance drivers, risks, and opportunities


• Identify opportunities for continuous improvement and initiate enhancements to existing financial and reporting processes


• Work effectively across multiple systems, with proficiency in Microsoft Excel


• Support month-end close processes, ensuring results are accurate and timely


• Support financial due diligence for mergers and acquisitions and assist with post-acquisition system and process integration


• Assist in developing consistent and scalable month-end close processes as future acquisitions are integrated


• Participate in cross-functional training to support team members and enhance departmental knowledge


• Collaborate with cross-functional departments to support operational and financial initiatives

Skills Required for Success

• Ability to adjust communication style to suit different audiences and clearly explain complex financial topics internally and externally


• Strong time management skills with the ability to prioritize responsibilities and manage competing deadlines


• Self-motivated with a positive attitude and the ability to work independently with minimal supervision


• Proficiency in Microsoft Office Suite, with advanced skills in Microsoft Excel; experience with MS Great Plains is a plus


• Ability to work effectively in a fast-paced, team-oriented environment with exceptional attention to detail


• Ability to perform under pressure while meeting deadlines and maintaining a positive, service-oriented mindset


• Strong communication and organizational skills with continuous improvement orientation


• Knowledge of transportation management systems and the transportation industry is a plus

Education and experience requirements:

• Bachelor’s degree in accounting


• 3–5 years FP&A experience, including financial analysis and reporting


• Transportation industry or M&A experience preferred

Work lifestyle you will experience :

• Values-based culture with a commitment to safety and creating a great place to work


• Collaborative environment that values innovation, agility, and shared success


• Generous work/life balance with a family-first mindset


• Bottom-up decision making rather than top-down


• Ongoing professional development to enhance both technical and soft skills


• Opportunities to collaborate across the organization on projects that enhance employee experience

Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to sit, stand, talk and hear. The employee is constantly required to use hands and fingers to feel, handle or operate objects, tools, or controls; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, color vision, and the ability to adjust focus.

Information included in this job description do not necessarily represent a list of all responsibilities, skills, duties, requirements or working conditions with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as circumstances change.