Operations & Financial Ops Specialist

CEVA Logistics; New York (NY); On-site; USD 65,000 - 105,000; Full time

Benefits offered by this job

Paid Time Off

401(k)

Health insurance

Employee benefits platform with member

Pet insurance

Job summary

CEVA Logistics is seeking an Operations & Financial Ops Specialist to ensure profitability and financial integrity across Freight Forwarding. You will monitor revenue, costs, billing accuracy, and data quality, acting as a key liaison between Operations, Finance, Shared Services, customers, and vendors.

The role focuses on controls, process improvements, and performance analysis to drive efficiency and cash flow, while supporting system enhancements and UAT testing.

Qualifications

• High School Diploma or GED required; Associate degree preferred.
• 3-5 years of specialized logistics or related operations support experience.
• Knowledge of Cargowise TMS/Onbase is a plus.
• Advanced Excel, Power BI, and data analytics skills.
• Strong financial analysis, problem-solving, and stakeholder management capabilities.
• Ability to lead and influence indirect teams and drive cross-functional performance improvements.

Responsibilities

• Monitor revenue recognition, gross profit, and shipment profitability.
• Review high-profit and high-loss files and investigate root causes.
• Monitor WIP and aging balances.
• Control accruals, provisions, and cost allocations for freight operations.
• Identify and prevent revenue leakage, billing delays, and unbilled shipments.
• Support month-end closing activities and financial reporting.

Skills

Advanced Excel

Power BI

Data analytics

Financial analysis

Stakeholder management

Leadership of indirect teams

Education

High School Diploma or GED

Associates Degree preferred

Tools

Cargowise TMS/Onbase

Job description

The Operations & Financial Ops Specialist is responsible for ensuring the profitability, financial integrity, and operational compliance of the Freight Forwarding business by monitoring revenue, costs, job profitability, billing accuracy, and data quality across Air, Ocean operations. The role acts as a key liaison between Operations, Finance, Shared Services, customers, and vendors, overseeing financial controls, vendor relationship management, statement of account (SOA) review and reconciliation, process improvement initiatives, and operational performance analysis to drive efficiency, reduce revenue leakage, improve cash flow.

WHAT ARE YOU GOING TO DO?

• Monitor revenue recognition, gross profit, and shipment profitability.
• Review high-profit and high-loss files and investigate root causes.
• Monitor Work-In-Progress (WIP) and aging balances.
• Control accruals, provisions, and cost allocations related to freight forwarding operations.
• Identify and prevent revenue leakage, billing delays, and unbilled shipments.
• Support month-end closing activities and financial reporting requirements.
• Analyze margin performance by customer, trade lane, branch, and product
• Monitor AP invoices on hold, unallocated costs, and outstanding accruals.
• Ensure timely invoicing of completed shipments.
• Conduct daily financial health checks of operational files
• Monitor operational finance KPIs and establish corrective action plans.
• Ensure shipment data accuracy and consistency within operational systems.
• Track: Job Closure KPI, Cost Accrual Accuracy and timeliness, Billing Timeliness, WIP Aging, NR
• Follow and resolve financials disputes with internal and external vendors or customers
• Analyze trends and identify operational and financial risks.
• Drive continuous improvement initiatives to increase productivity and profitability.
• Support automation, system enhancements, and process standardization.
• Ensure compliance with internal controls, accounting guidelines, and audit requirements.
• Support UAT testing and implementation of system enhancements.
• Train and coach operational teams, shared services on financial KPIs, job costing, and file management best practices.

WHAT ARE WE LOOKING FOR?

Education & Experience

• High School Diploma or GED required. Associates Degree, or equivalent combination of work experience is preferred.
• Three to Five years of specialized logistics or related operations support experience.
• Knowledge of Cargowise TMS/Onbase is a plus.
• Advanced Excel, Power BI, and data analytics skills.
• Strong financial analysis, problem-solving, and stakeholder management capabilities.
• Demonstrate ability to lead and influence indirect teams, engage operational sectors, and drive cross-functional performance improvement initiatives within the organization.

WHAT DO WE HAVE TO OFFER?

With a genuine culture of recognition, we want our employees to grow, develop and be part of our journey. We offer a benefits package with a focus on your wellbeing. This includes competitive Paid Time Off, 401(k), health insurance and an employee benefits platform that offers discounts on gym memberships and a diverse range of retail, travel, car and hospitality brands, including important offerings like pet insurance. We are a team in every sense, and we support each other and work collaboratively to achieve our goals together. It is our goal that you will be compensated for your hard work and commitment, so if you’d like to work for one of the top Logistics providers in the world then let’s work together to help you find your new role.

ABOUT TOMORROW

We value your professional and personal growth. That’s why we share plenty of career opportunities for you to thrive within CEVA. This role can be the first step on your career path with us. You can stay in the same job family, find a new family to grow in (how about sales or supply chain?) or find your own path. Join CEVA for a challenging and rewarding career.