Business Analyst II
ProTrans
Business Analyst IIThe Business Analyst II performs financial and operational analysis of the transportation services ProTrans provides to its customers. This position is responsible for analyzing account performance, identifying opportunities to improve profitability, supporting pricing and revenue initiatives, managing the annual General Rate Increase (GRI) process, and creating financial documentation and presentations to support customer and internal business decisions.The position works closely with Finance, Sales, Commercial, Procurement, Supply Chain Management, and other internal teams to ensure customer accounts meet established financial objectives and that pricing and revenue initiatives are effectively managed and executed.Essential duties and responsibilities include:Working with Sales, Procurement, and Supply Chain Management to address below-goal margin items on specific accounts and develop strategies to improve account profitability.Managing and performing the annual General Rate Increase (GRI) process for assigned customer accounts from beginning to end, including establishing and maintaining a detailed tracking process for each account throughout the GRI cycle.Analyzing the financial performance of each account and determining the rate increase and/or financial improvement required for each account to achieve established financial goals.Tracking the status of each account throughout the GRI process, including financial analysis, required increase, customer strategy, internal approvals, documentation, and completion status.Preparing GRI calculations, supporting financial analysis, customer documentation, and GRI letters for assigned accounts.Coordinating with internal teams to ensure GRI information and supporting documentation are accurate, complete, and available within established timelines.Providing completed GRI materials and supporting financial analysis to the Commercial Team for review and customer presentation, and assisting with follow-up questions or additional analysis as needed.Creating General Rate Increase letters, including creating and loading new rates into the 3GTMS system.Participating in weekly financial meetings addressing EDI-related items, collections-related items, and pricing approval requests.Providing financial and account-level analysis during weekly meetings, identifying issues requiring follow-up, and working with the appropriate internal teams to drive resolution.Supporting pricing approval meetings by providing financial analysis, account performance information, margin impact, and other supporting information necessary to evaluate pricing requests.Performing detailed shipment analysis for current shipments with negative margin while identifying cost-saving initiatives and opportunities that benefit both the customer and ProTrans.Performing individual track analysis to identify potential loss of revenue or overpayment. Also identifying system gaps that may be causing either issue.Reviewing account financial performance and identifying opportunities to improve revenue, margins, and overall profitability.Making amendments to service agreements as needed or required.Reviewing exception reports to identify potential incorrect billings and working with appropriate teams to resolve billing discrepancies.Assisting in maintaining data integrity across various internal and external sources.Updating hierarchy as needed for various activities, including carrier changes, OD-pair changes, and mode/type/service adjustments.Identifying and implementing continual improvement initiatives to enhance the performance of the position, team, and company.Developing and maintaining effective working relationships with Commercial, Sales, Procurement, Supply Chain Management, Operations, and other internal teams to support customer and company financial objectives.Qualifications:To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Education and/or experience: Bachelor's degree from an accredited four-year college or university and a minimum of four years of relevant experience in transportation, financial analysis, pricing, or a related field. Demonstrated experience analyzing account financial performance, identifying profitability opportunities, and independently managing complex financial or pricing activities is required.Language skills: This position requires the ability to read, write, and speak fluently in English.
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