Senior Financial Analyst

ShipBob, Inc.; Idaho; Hybrid; USD 84,000 - 139,000; Full time

Benefits offered by this job

Medical, Dental, Vision & Basic Life

401K Match

Paid Holidays & Flexible Time Off

Paid Sick Leave

Wellness Days

Job summary

ShipBob, Inc. is seeking a Senior Financial Analyst to support transportation initiatives within a fast paced finance team. You’ll forecast, analyze variances, and develop board materials to help ShipBob scale profitably.

This hybrid Chicago role reports to the FP&A Manager and partners with the Transportation team to improve margin and forecast accuracy. The position emphasizes modeling, budgeting, and strategic projects, with collaboration across functions to drive results and communicate

Qualifications

• Bachelor's degree in business, Finance or related degree.
• 3PL or relevant experience in Transportation.
• 3-5 years of FP&A or related field.
• Excellent financial modeling skills and understanding of financial statements.
• Excellent communication and presentation skills.
• Strong Excel, Word and PowerPoint proficiency.

Responsibilities

• Analyze transportation initiatives monthly and report KPIs to senior management.
• Collaborate to strategize and report on weekly transportation performance.
• Build bottoms-up forecasts with the Transportation team and identify risks.
• Develop models and processes for new transportation initiatives.
• Prepare operating plans and budgets with targets for transportation.
• Create monthly/quarterly investor and board reporting presentations.

Skills

Financial analysis

Forecasting

Communication

Leadership

Excel

Education

Bachelor's degree in Business or Finance

Tools

NetSuite

Smartview

SQL

PowerBI

Power Query

Job description

As a member of the ShipBob Team, you will...

• Grow with an Ownership Mindset : We champion continuous learning and innovation. You'll take on real problems, create tangible solutions, and drive results that move the needle for ShipBob, our merchants, and for your own professional growth. If you're ready to do the most meaningful work of your career, this is the place.
• Collaborate with Peers and Leaders Alike: At ShipBob, leaders are accessible; feedback flows in both directions, and everyone, regardless of their seniority or role, steps up to help when needed. We hold each other to high standards because we trust each other to meet them. That combination of transparency and mutual respect is what makes the work here feel worth doing.
• Experience a High-Performance Culture and Clear Purpose: We are results-driven and clear about what that means: our goals are specific, accountability is shared, and every team member can see how their work connects to our mission. When we hit milestones, we celebrate them together. When we fall short, we learn and move forward.

Location:

Hybrid schedule at ShipBob headquarters; 120 N Racine Ave, Chicago, IL, 60607

Role Description:

We are looking for a Senior Financial Analyst (SFA) to join our small but dynamic and fast-paced team. This role will be an integral part of the finance team supporting transportation initiatives and responsible for the preparation of financial forecasts, perform detailed variance analysis, create operational performance reporting, and build board/investor materials. The SFA will play a critical role in ensuring that the company is able to execute its strategic plans and achieve profitable growth.

This role will be the liaison between Finance and the Transportation team, enhancing our ability to forecast, set targets, and measure Transportation cost performance across the company. This role will also partner with others on the FP&A team to enhance ship margin analysis, reporting, and forecasting and will also aid in other strategic projects & ad-hoc work as necessary. This role reports to the FP&A Manager.

What you’ll do:

• Complete thorough analysis on transportation initiatives each month and communicate key performance drivers and variances to plan to senior management.
• Collaborate with partners to strategize and report on weekly performance, especially related to Transportation. Provide a timelier outlook on shifts in ship costs and margin.
• Manage relationships with Transportation team to build bottoms up forecasts and provide areas of risks and opportunities.
• Support the development and implementation of models and processes for new strategic transportation initiatives.
• Prepare the annual operating plan by engaging with the Transportation team to build appropriate plans and targets and convert this into the financial budget.
• Prepare monthly and quarterly financial reporting presentations for investors and the board highlighting key business metrics, variance to budget and other relevant trends.
• Provide insightful study of key operational business metrics, develop margin analysis, and communicate findings to respective business partners.
• Utilize professional knowledge, business acumen, financial concepts, and company objectives to develop and improve models and procedures.
• Complete continuous improvement and automation in existing files and processes. Find feasible workarounds to complicated files.
• Continuously work with management to steer improvements in the company's approach to developing key strategies.
• Proactively provides solutions to business needs in creative and effective ways. Analyze and help optimize investments behind key company strategies.
• Network with stakeholders across the company to gain a better understanding of the key objectives and how you can help achieve them.
• Additional duties and responsibilities as necessary.

What you’ll bring to the table:

• Bachelor's degree in business, Finance or related degree.
• 3PL or relevant experience in Transportation required.
• 3-5 years of experience in FP&A or another related field.
• Ability to work a hybrid schedule in our Chicago office
• Must have: Excellent financial modeling skills and understanding of financial statements.
• Excellent communication and presentation skills, with the ability to convey complex financial concepts to various stakeholders.
• High comfort level with Microsoft Excel, Word and PowerPoint.
• Working knowledge of NetSuite, Smartview, SQL, PowerBI, and Power Query is preferred.
• Enjoy nurturing business partnerships with senior management and teams.
• Proactive self-starter with the ability to meet deadlines within time constraints and detail oriented.
• Able to think critical about business challenges while simultaneously absorbing new knowledge and information.
• A passion for results and love getting into the details, with a commitment to accuracy and integrity.
• Able to thrive in a dynamic startup environment and can navigate the ambiguities that come with it.
• Excellent leadership and team management skills, with the ability to inspire and guide coworkers.
• Demonstrate the ability to influence stakeholders across the organization by thinking strategically and building and executing action plans.

Perks & Benefits:

• Medical, Dental, Vision & Basic Life Insurance
• Paid Maternity/Parental Leave Program
• Paid Holidays & Flexible Time Off Program
• Paid Sick Leave
• Wellness Days (1 day/quarter)
• 401K Match
• Comprehensive Benefits Package >>>
• See Our High-Performing Culture >>> Check us out on Instagram (@lifeatshipbob)

ShipBob believes in transparency while providing a competitive total compensation package with a pay for performance approach. The full base pay range for this position in our compensation architecture is $83,608 - $139,347. In addition to base salary, this role includes the opportunity to be eligible for participation in the Company's discretionary bonus plan based on Company's plans and in accordance with Company’s policies.

We recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying. Diversity of experience and skills combined with passion is a key to innovation and excellence; therefore, we encourage people from all backgrounds to apply to our positions.

About You:

Building the world’s leading full-stack fulfillment platform is challenging work. The problems we solve are complex, the pace is fast, and the bar is high. That means ShipBob’s environment isn’t the right fit for everyone, and that’s okay. If you are ready to take ownership, push boundaries, and grow alongside a team that genuinely supports each other, we would love to hear from you.

Learn more about our core values and how we perform at a high level in our day-to-day work on our Culture page (

About Us:

ShipBob is a leading global supply chain and fulfillment technology platform designed for SMB and Mid-Market e-commerce merchants to provide them access to best-in-class capabilities and to deliver a delightful shopper experience. Merchants can outsource their entire fulfillment operations, utilize ShipBob’s proprietary warehouse management system for in-house fulfillment, or take advantage of a hybrid solution across ShipBob’s dozens of fulfillment center network in the United States, Canada, United Kingdom, Europe, and Australia. ShipBob is backed by leading investors like Menlo Ventures, Bain Capital Ventures, Hyde Park Venture Partners, and SoftBank Vision Fund 2, and is one of the fastest-growing tech companies headquartered in Chicago.

At ShipBob, every full-time employee gets access to our best-in-class AI and productivity tools from Day 1 at no cost. This isn't a pilot or a perk for select teams. It's standard for everyone. We believe innovation isn't owned by one department. Whether you're in Talent, Operations, Finance, Engineering, or Customer Success, we expect you to ask: how can this be done better, faster, or smarter? These tools are our investment in your ability to find those answers.

Use of AI-Assisted Tools During Recruitment

We may use AI-assisted tools during the recruitment process to support administrative functions such as transcribing interviews, generating summaries or notes, organizing interview feedback, facilitating candidate communications, and helping recruiters identify candidates whose qualifications may align with job requirements. These tools are designed to assist our recruiting team and are not used to make final hiring decisions. Hiring decisions are made by trained human reviewers who consider the candidate's application, interview performance, qualifications, experience, and other relevant factors. AI-assisted tools do not independently determine whether a candidate advances in the hiring process or receives an offer of employment. Where required by applicable law, candidates will be provided with notice regarding our use of AI-assisted technologies and, where available, information about any applicable rights relating to such processing, including the ability to request additional information or opt out of certain AI-assisted processing activities. Candidates who exercise available opt-out rights may be reviewed through alternative processes consistent with applicable law.

ShipBob provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

There is no deadline to apply for this position, as ShipBob accepts applications on an ongoing basis