Financial Analyst
2 months ago
At Echo, we foster a culture that promotes continuous learning, innovation, and personal development. Apply today and grow with Echo
Echo Global Logistics is a leading provider of technology-enabled transportation management services. As a third-party logistics provider, we simplify transportation management for our clients and carriers, handling crucial tasks so they can focus on what they do best. From coast to coast, dock to dock, and across all major transportation modes, Echo connects businesses that need to ship their products with carriers who transport goods quickly, securely, and cost-effectively.
Position Overview
As Echo continues a data-driven growth strategy, we are searching for a Financial Analyst that can help drive our internal metrics and reporting. As a key member of the finance team, the Analyst will support our sales and operations organizations by creating and maintaining analytics and reporting across all business units to help propel our team’s performance.
To succeed in this role, you need to be a strong analyst with an inquisitive mind, who wants to be the “data scientist” helping to drive our sales organization. You’re the type of person who loves to work hard, uncover hidden correlations and identify new opportunities driven by data.
While prior experience is not required, an interest in learning Tableau and Excel is preferred. Communication skills are key as well, not only to develop relationships with the team members you are supporting, but also to communicate findings to leadership.
Finally, you must be self-motivated. A proven ability to take partial direction and run with it or blaze your own trail that helps move the business forward is key. The environment is fast-paced and you will be privy to proprietary information, so a proven history of discretion is required as well. Attached to the hip of the sales leadership and the operations team, this is a high profile and high expectation position.
This role will report to the Director of Financial Analytics and Reporting but will interact with all departments regularly. You’ll also regularly interface with other parts of the company, including IT/BI, Truckload, and Accounting.
Essential Job Functions
Department Support
Create and update reports weekly, monthly, quarterly and annually as needed using Excel and Tableau
Create ad hoc reports to support sales organization
Develop and analyze sales metrics and report on developing trends for the business
Work with the IT department and Reporting team to enhance and/or develop internal reports
Provide analytical support to the department as directed by Sales Operations and Sales Executives
Communication
Prepare accurate, easy to read, concise and insightful analysis and presentations
Advise sales organization on sales reporting methodology and ongoing enhancements
Constantly communicate relevant information to stakeholders on any project
Drive change, resolve and/or escalate issues in a timely fashion
Understand how to communicate difficult/sensitive information tactfully
Leadership & Teamwork
As a cross-sales organization resource, constantly solicit feedback from supervisors, department VP, Director, sales operations and sales reps to make yourself and your department a more efficient and better place to work
Keep track of lessons learned and share those lessons with sales department, and cross-channel with BI team and others who interact with Inside Sales
Requirements
Qualified candidates will possess the following characteristics and experience:
A proficiency in data analytics and technology such as Excel, Powerpoint, and BI Tools (i.e. Tableau, SQL, etc.)
Willingness to work collaboratively with other business analysts across Echo organization
1-3 years’ work experience
Transportation/Supply Chain experience a plus
Excellent oral and written communication skills
Self-managed and motivated, able to work independently on most projects
Enjoys and thrives in fast-paced, fluid work environment
Ability to follow through with tasks to their completion
Very organized and detail oriented
Ability to deal with confidential information and maintain privacy
Work Environment/physical Demands Summary
This job operates in an office environment and uses a computer, telephone and other office equipment as needed to perform duties. The noise level in the work environment is typical of that of an office with an open seating floor plan. The employee may encounter frequent interruptions throughout the work day. The employee is regularly required to sit, talk, or hear.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, or Vietnam era or other protected veteran.
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