AI-Driven Financial Analyst: Dashboards & Reports

Paul Logistics; Tulsa (OK); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with company match

Career growth opportunities

Job summary

Paul Logistics is seeking an AI‑first Financial Analyst who uses Claude as their primary tool to analyze financial and operating results and turn them into clear, decision‑ready reports and dashboards. You do not need a traditional SQL or programming background; you need a solid finance foundation and to be exceptionally skilled at Claude to produce accurate, polished work quickly.

Reporting directly to the CFO, you’ll partner with leadership, accounting, pricing, and operations to support

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Solid understanding of financial statements and basic accounting concepts.
• Strong Excel and financial modeling skills (pivot tables, lookups, formulas).
• Expert-level Claude; portfolio of analyses, reports, dashboards, or workflows built with Claude required.
• Strong prompting skills; ability to break messy requests into clear steps.
• Ability to present results clearly to non-financial leaders, in writing and dashboards.
• SQL or programming experience is not required.

Responsibilities

• Prepare monthly financial reporting packages with variance analysis by entity, division, and department.
• Support budgeting, forecasting, and cash flow projections; update forecasts as results come in.
• Analyze profitability by customer, lane, truck, and business unit; flag trends and risks.
• Build financial models and ad hoc analyses for leadership decisions (equipment, pricing, locations).
• Build KPI dashboards and scorecards using Claude (interactive dashboards, Excel, presentations).
• Turn exports from TMS, accounting system, and spreadsheets into clean datasets with Claude.
• Verify outputs by reconciling numbers to the general ledger and sources; check formulas.
• Build reusable Claude workflows and automate recurring reports with scheduled tasks and connected apps.

Skills

Excel

Financial modeling

Claude usage

Prompting

Data analysis

Communication to leadership

Education

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

Tools

Claude (AI)

Power BI

Tableau

Job description

Paul Logistics is seeking an AI‑first Financial Analyst who uses Claude as their primary tool to analyze financial and operating results and turn them into clear, decision‑ready reports and dashboards. You do not need a traditional SQL or programming background; you need a solid finance foundation and to be exceptionally skilled at Claude to produce accurate, polished work quickly.

Reporting directly to the CFO, you’ll partner with leadership, accounting, pricing, and operations to support