Financial Analyst

The Financial Analyst is responsible for supporting financial planning, reporting, and analysis for the company’s logistics and transportation divisions. This role contributes to the budgeting and forecasting processes, assists with performance tracking, and provides analytical support to drive operational and financial decisions. The ideal candidate has a solid foundation in financial analysis, attention to detail, and the ability to communicate insights effectively in a fast-paced, data-driven environment.

Summary of Essential Job functions

Financial Planning & Reporting

• Assist in preparing monthly forecasts, annual budgets, and financial reporting packages.
• Support budget vs. actual variance analysis and summarize key findings for review.
• Help maintain financial models for forecasting and scenario planning under the guidance of senior finance staff.
• Prepare recurring reports and data extracts from financial systems.

Business Support

• Support business partners by gathering and analyzing data on revenue, cost, and margin performance.
• Contribute to financial reviews of operational activities, helping track KPIs and trends.
• Assist in tracking cost-saving initiatives, capital projects, and pricing changes.

Data Analysis & Reporting

• Pull data from multiple sources to support business cases and reporting needs.
• Develop and maintain simple dashboards, spreadsheets, and financial tools.
• Perform reconciliations and help validate data for accuracy in reports and models.

Process & Systems Support

• Support enhancements to financial processes, documentation, and templates.
• Collaborate with other departments to gather information needed for finance deliverables.
• Help maintain and troubleshoot data inputs within ERP or financial planning systems.