Financial Operations Analyst

Circle Logistics is a 3rd party logistics firm focused on delivering our three core promises to our customers:
No Fail Service, Personalized Communication, and Innovative Solutions. We leverage our technology, industry experience, and employee ingenuity to develop industry-leading transportation solutions. We have been in business for 10 plus years and have grown into a half‑billion‑dollar company, from starting as just a handful of people with Entrepreneurial Spirit as their foundation. Our story is one of resiliency and innovation that has led us to grow to over 500 employees in a booming transportation industry, that never takes a night off.

Financial & Operations Analyst

Circle Logistics is hiring a Financial & Operations Analyst to be the numbers‑and‑details engine behind how our brokerage runs and the go‑to problem solver when something in the back office isn’t working. It is a hands‑on individual contributor role that blends recurring financial and profitability analysis with real ownership of the administrative processes, systems, and special projects that keep billing, collections, and operations running cleanly.

On the finance side, you will build the reports and models that connect revenue, gross profit, and department costs to profitability — preparing variance analysis, breaking performance down to the pod and terminal level, tracking the productivity metrics that matter in freight ($GP per head, loads per head), supporting scenario and commission‑plan modeling, and preparing claims reports. On the operations side, you will diagnose what’s broken across billing, collections, and back‑office workflows, fix it at the root, and then build the process or tooling so it doesn’t break again.

This is a corporate finance and operations role — not a data‑engineering or IT role. It is ideal for someone early‑to‑mid career who is strong in Excel, fluent in financial and accounting concepts, curious by nature, and energized by turning messy data and manual processes into clear answers and clean, repeatable systems. You will work across finance, operations, billing, collections, accounting, and IT, and be trusted to own problems end‑to‑end without being told every next step.

• Prepare the monthly department‑cost and overhead analysis, calling out variances and the trends behind them.
• Build the schedules that tie revenue, gross profit, and operating expense into a clear view of profitability by business unit.
• Produce actual‑versus‑target reporting for sales and gross profit at the company level and broken down by pod and terminal, with concise commentary on the drivers.

• Build and maintain the productivity reporting — $GP per head, loads per head, and related per‑rep and per‑terminal metrics — sourced from the TMS platforms.
• Compare pods and terminals against target and against each other to highlight top and bottom performers.
• Package the metrics clearly for operations and sales leaders to use in performance reviews.

• Investigate and resolve administrative issues spanning billing, collections, and back‑office operations — from one‑off exceptions to recurring patterns.
• Diagnose root causes rather than symptoms, and put fixes in place that prevent the same issue from coming back.
• Serve as a trusted resource for billing and collections teammates who need help untangling complex or unusual situations.

• Identify inefficiencies, manual workarounds, and points of friction across admin and finance workflows, and propose practical improvements.
• Design, document, and implement new or updated processes and SOPs, and look for opportunities to automate or streamline repetitive work.
• Own and execute special projects — from system clean‑ups and data migrations to new customer onboarding workflows and reporting builds — scoping the work, setting timelines, driving execution, and reporting progress clearly to stakeholders.
• Coordinate with cross‑functional partners across finance, operations, and IT to keep projects moving.
• Support stress‑test analysis…