Lead Financial Analyst
2 weeks ago
Position:
SENIOR FINANCIAL ANALYST
Job Overview:
The Senior Financial Analyst role is pivotal in recognizing solutions and shaping business decisions through comprehensive financial analysis and effective communication.
This full-time position is integral to the accounting team, collaborating closely with sales, operations, and management.
Key Responsibilities:
- Oversee the formulation and dissemination of the budget and financial forecasts.
- Deliver timely evaluations of financial performance, highlighting key factors influencing deviations from targets (such as volume, pricing, and regional mix).
- Scrutinize carrier invoices against contractual agreements and third-party logistics.
- Take proactive measures to enhance business opportunities or address challenges.
- Assist in the Strategic Planning process.
- Contribute to the monthly forecasting and month-end closing activities.
- Execute ad-hoc financial analyses as required (including network optimization, lane comparisons, and total landed costs).
- Enhance financial processes and reporting deliverables.
- Draft the preliminary version of standard business plans.
- Prepare initial analyses for planning & forecasting, capital planning, target setting, and business performance as directed by senior leadership or relevant teams.
- Undertake initial analytical tasks and prepare standard planning & forecasting outputs under the guidance of senior colleagues.
- Communicate effectively with stakeholders in a clear and concise manner.
Required Education and Experience:
- 2-3 years of experience in a Financial Analyst capacity.
Minimum Qualifications:
- Bachelor's Degree or professional certification with 5+ years of progressive finance experience; a Master's Degree is preferred.
- A background in Transportation Logistics is advantageous for this role.
Essential Competencies and Skills:
- Ability to comprehend and analyze freight processes (from carrier to billing and recording).
- Strong verbal and written communication skills; proven analytical and organizational capabilities.
- Proficient in delivering presentations to senior-level audiences.
- Highly motivated professional, capable of managing multiple high-priority projects concurrently.
- Strong work ethic and excellent interpersonal skills.
- Ability to drive cross-functional results across all organizational levels.
- Detail-oriented with a demonstrated ability to consistently meet tight deadlines while managing multiple projects.
- Advanced proficiency in PC applications – particularly Excel, Word, and PowerPoint.
- Must possess the ability to multitask and prioritize effectively.
- Strong financial and business acumen.
- Commitment to upholding company values and ethics.
This opportunity offers a competitive salary along with an incentive bonus and comprehensive benefits.
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