Logistics Finance Analyst: Forecasting & Insights

Quantix; The Woodlands (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Quantix is seeking a Financial Analyst in The Woodlands, TX to support financial planning, forecasting and reporting for the company’s logistics and transportation divisions. You’ll help prepare monthly forecasts, annual budgets, and reporting packages and analyze variances to enable informed decision-making.

The ideal candidate has 1–3 years in financial analysis, strong Excel skills (pivot tables, formulas), and familiarity with ERP systems.

Qualifications

• 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 the ability to manage multiple tasks with limited supervision.
• Clear written and verbal communication skills.

Responsibilities

• 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.
• 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.
• 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.
• 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.

Skills

Excel proficiency

Data analysis

Communication skills

Education

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

Tools

ERP systems

Job description

Quantix is seeking a Financial Analyst in The Woodlands, TX to support financial planning, forecasting and reporting for the company’s logistics and transportation divisions. You’ll help prepare monthly forecasts, annual budgets, and reporting packages and analyze variances to enable informed decision-making.

The ideal candidate has 1–3 years in financial analysis, strong Excel skills (pivot tables, formulas), and familiarity with ERP systems.