AI-Driven Financial Analyst: Dashboards & Claude Reporting

Paul Transportation Inc.; Tulsa (OK); On-site; USD 51,000 - 69,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid Time Off

Job summary

Paul Logistics is seeking an AI-driven Financial Analyst to leverage Claude for analyzing financial and operating results and delivering clear, decision-ready reports and dashboards. A solid finance foundation and Claude expertise are essential to produce accurate outputs quickly.

You will partner with CFO leadership and cross-functional teams on month-end close, budgeting, forecasting, and profitability analysis, turning data into actionable insights with Claude-driven visuals and reports.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Solid understanding of financial statements (P&L, balance sheet, cash flow) and basic accounting concepts.
• Strong Excel and financial modeling skills (pivot tables, lookups, formulas, three-statement or driver-based models).
• Expert-level, daily, hands-on use of Claude; a portfolio of 2–3 analyses, reports, dashboards, or workflows you built with Claude is required.

Responsibilities

• Prepare monthly financial reporting packages, including budget-vs-actual and variance analysis by entity, division, and department.
• Support budgeting, forecasting, and cash flow projections, and update forecasts as results come in.
• Analyze profitability by customer, lane, truck, and business unit, and flag trends, risks, and opportunities for leadership.
• Build financial models and ad hoc analyses for leadership decisions such as equipment purchases, pricing, new locations, and acquisitions.
• Build KPI dashboards and scorecards using Claude (interactive dashboards, Excel workbooks, and presentation-ready summaries).
• Turn exports from our TMS, accounting system, and spreadsheets into clean, structured datasets with Claude.
• Verify every output: reconcile numbers back to the general ledger and source data, check formulas and totals, and catch errors before reports go out.
• Build reusable Claude workflows (projects, skills, templates, and saved prompts) and automate recurring reports with scheduled tasks and connected apps (e.g., Microsoft 365, SharePoint, Excel).
• Support month-end close, account reconciliations, and audit requests as needed.

Skills

Financial analysis

Forecasting

Budgeting

Attention to detail

Communication

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Claude AI

Excel

Power BI

Job description

Paul Logistics is seeking an AI-driven Financial Analyst to leverage Claude for analyzing financial and operating results and delivering clear, decision-ready reports and dashboards. A solid finance foundation and Claude expertise are essential to produce accurate outputs quickly.

You will partner with CFO leadership and cross-functional teams on month-end close, budgeting, forecasting, and profitability analysis, turning data into actionable insights with Claude-driven visuals and reports.