Financial Reporting Analyst

Penske Logistics LLC; Beachwood (OH); On-site; USD 70,000 - 90,000; Full time

Job summary

Penske Logistics LLC is seeking a Financial Analyst in Beachwood, OH to drive financial analysis and automation across core processes. You will serve as the single point of contact for the customer finance team and support automated solutions across multiple applications.

This role emphasizes strong data handling, reporting development, and cross-functional collaboration. Candidates should have 3+ years of analytics experience, a finance-related degree, and advanced Excel skills.

Qualifications

• Bachelor's degree in Finance, Mathematics, or similar required.
• 3+ years financial analytics experience required.
• Excellent data management and working knowledgebase required.
• Strong analytical and presentation skills required.
• Experience with data and reporting development is required.
• Proficiency with Tableau, Alteryx and ETL tools.
• Advanced/intermediate Excel and MS Office skills required.

Responsibilities

• Maintain stakeholder relationships with the customer finance team as single point of contact.
• Analyze, develop, and provide automated solutions impacting financial controllership.
• Develop automated solutions for analysis around financial reporting.
• Facilitate automated solutions via multiple applications related to cost savings initiatives.
• Other projects or tasks as assigned by supervisor.

Skills

Analytical skills

Presentation skills

Data management

Problem solving

Learning agiliy

Education

Bachelor's degree in Finance, Mathematics, or similar

Tools

Tableau

Alteryx

ETL tools

Microsoft Excel

Microsoft Teams

PowerPoint

Outlook

Access

Job description

Financial Analyst

Location: Beachwood, OH

Shift: Monday - Friday 8am - 5pm (Onsite 4 days a week)

A Penske Financial Analyst provides analysis and metrics for core finance processes and is responsible for knowledge of all related systems. The work of a Financial Analyst brings insights, which drives actions for the larger transportation management and customer finance team. Good communication, time management, and attention to detail are essential. This role supports one account in the Supply Chain Management division of Penske.

Major Responsibilities:

• Maintain stakeholder relationships with the customer finance team as single point of contact
• Analyze, develop, and provide automated solutions impacting financial controllership
• Develop automated solutions for analysis around financial reporting
• Facilitate automated solutions via multiple applications related to cost savings initiatives
• Other projects or tasks as assigned by supervisor

Qualifications:

• At least 3 years financial analytics experience required
• Bachelor's degree in Finance, Mathematics, or similar required.
• Excellent data management and working knowledgebase required
• Strong analytical and presentation skills required
• Experience with data and reporting development is required.
• Proficiency in data processing and visualization software is required e.g., Tableau, Alteryx, other ETL tools.
• Intermediate/advanced experience with Microsoft Office Excel is required.
• Proficiency with Microsoft Teams, PowerPoint, and Outlook is required.
• Proficiency with Microsoft Access is preferred.
• Consistently demonstrates ability to learn and use necessary tools.
• Ability to follow processes and standard procedures is required.
• Ability to work with various systems, oftentimes at once, and to solve problems/troubleshoot is required.
• Willingness to travel as necessary, work the required schedule, work at the specific location required, complete Penske employment application, submit to a background investigation (to include past employment, education, and criminal history) and drug screening are required.

Physical Requirements:

-The physical and mental demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

-The associate will be required to: read; communicate verbally and/or in written form; remember and analyze certain information; and remember and understand certain instructions or guidelines.

-While performing the duties of this job, the associate may be required to stand, walk, and sit. The associate is frequently required to use hands to touch, handle, and feel, and to reach with hands and arms. The associate must be able to occasionally lift and/or move up to 25lbs/12kg.

-Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.

Penske is an Equal Opportunity Employer.

About Penske Truck Leasing

Penske Truck Leasing Co., L.P., headquartered in Reading, Pennsylvania, is a partnership of Penske Corporation, Penske Automotive Group and Mitsui & Co., Ltd. A leading global transportation services provider, Penske operates a premier fleet of vehicles and serves its customers from locations in North America, South America, Europe, Australia, and Asia. Penske's product lines include full-service truck leasing, contract maintenance, commercial and consumer truck rentals, used truck sales, transportation and warehousing management and supply chain management solutions. Visit www.GoPenske.com to learn more.

About Penske Logistics

Penske Logistics engineers state-of-the-art transportation, warehousing and freight management solutions that deliver powerful business results for market-leading companies. With operations in North America, South America, Europe and Asia, Penske and its associates help businesses move forward by increasing visibility and driving down supply-chain costs. Visit Penske Logistics to learn more.

Job Category: Finance/Accounting

Job Family: Finance

Address: 3000 Auburn Dr

Primary Location: US-OH-Beachwood

Employer: Penske Logistics LLC

Req ID: 2606998