Financial Analyst

• Assist in preparing monthly forecasts, annual budgets, and financial reporting packages
• Support budget-versus-actual variance analysis and summarize key findings
• Help maintain financial models for forecasting and scenario planning under senior finance staff guidance
• Prepare recurring reports and data extracts from financial systems
• Gather and analyze revenue, cost, and margin performance data for business partners
• Contribute to financial reviews of operational activities and track KPIs and trends
• Assist in tracking cost-saving initiatives, capital projects, and pricing changes
• Pull data from multiple sources to support business cases and reporting needs
• Develop and maintain simple dashboards, spreadsheets, and financial tools
• Perform reconciliations and validate data accuracy in reports and models
• Support enhancements to financial processes, documentation, and templates
• Collaborate with departments to gather information for finance deliverables
• Help maintain and troubleshoot data inputs within ERP or financial planning systems

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 1-3 years of relevant experience in financial analysis or accounting
• Proficiency in Microsoft Excel, including pivot tables, basic formulas, and data manipulation
• Familiarity with financial systems or ERP tools
• Detail-oriented with a commitment to data accuracy and timely follow-through
• Strong organizational skills and ability to manage multiple tasks with limited supervision
• Clear written and verbal communication skills
• Preferred: experience in transportation, logistics, or supply chain industry
• Preferred: exposure to budgeting, forecasting, and KPI tracking
• Preferred: familiarity with BI tools such as Power BI, Tableau, or similar
• Preferred: experience using or supporting ERP platforms such as Oracle, Net Suite, or SAP

Demonstrates expertise in financial analysis, budgeting, and forecasting, with a strong focus on data accuracy and reporting. Proficient in utilizing financial systems and tools to support business decision-making and performance tracking.

• Financial Analysis
• Budgeting
• Forecasting
• Microsoft Excel Proficiency
• ERP Systems Familiarity

• Financial Reporting
• Variance Analysis
• Data Validation
• KPI Tracking
• Financial Modeling
• Data Extraction
• Reconciliation
• Scenario Planning
• Cost Analysis
• Dashboard Development

• Detail-Oriented
• Organizational Skills
• Clear Communication

• Transportation
• Logistics
• Supply Chain

• Microsoft Excel
• Power BI
• Tableau
• Oracle
• Net Suite
• SAP