Senior Financial Analyst

Shipbobinc; United States; On-site; USD 84,000 - 139,000; Full time

Benefits offered by this job

Medical, Dental, Vision & Basic Life

Paid Holidays & Flexible Time Off

401K Match

Discretionary bonus plan

Comprehensive Benefits Package

Culture & wellness programs

Job summary

ShipBob is hiring a Senior Financial Analyst to join the FP&A team focused on transportation initiatives. You will forecast, analyze variance, and build board/investor materials to support profitable growth.

This role bridges Finance and Transportation, enhancing ship margin analysis and forecasting while partnering with the broader FP&A group. The candidate will develop models, support annual planning, and deliver monthly/quarterly reporting for stakeholders.

Qualifications

• Bachelor’s degree in business, Finance or related field.
• 3PL or relevant experience in Transportation is required.
• 3–5 years of experience in FP&A or related field.
• Excellent financial modeling skills and understanding of financial statements.
• Excellent communication and presentation skills, able to convey complex financial concepts to stakeholders.
• High comfort level with Microsoft Excel, Word and PowerPoint.
• Working knowledge of NetSuite, SmartView, SQL, PowerBI, and Power Query is preferred.
• Ability to build partnerships with senior management and teams.
• Self-starter who meets deadlines and is detail oriented.
• Thrives in a dynamic startup environment and can navigate ambiguity.
• Strong leadership and team management skills.
• Ability to influence stakeholders through strategic thinking and action plans.

Responsibilities

• Conduct thorough analysis on transportation initiatives each month and share key drivers and variances with senior management.
• Collaborate with partners to report on weekly performance, especially Transportation, and forecast ship costs and margins.
• Manage relationships with Transportation team to build bottoms-up forecasts and identify risks and opportunities.
• Support development of models and processes for new strategic transportation initiatives.
• Prepare the annual operating plan with Transportation to build plans and targets and translate to budget.
• Prepare monthly and quarterly investor and board presentations highlighting key metrics and variance to budget.
• Provide insights on operational metrics, margin analysis, and communicate findings to business partners.
• Leverage financial concepts to develop and improve models and procedures.
• Drive continuous improvements and automation in existing files and processes.
• Work with management to drive improvements in key company strategies.
• Proactively offer solutions to business needs and optimize investments behind strategies.
• Network with stakeholders to understand objectives and how to help achieve them.
• Additional duties as necessary.

Skills

Financial modeling

FP&A experience

Analytical thinking

Communication & presentation

Excel proficiency

Leadership & team management

Stakeholder management

Problem solving

Education

Bachelor's degree in business, Finance or related degree

Tools

NetSuite

SQL

Power BI

Power Query

SmartView

Excel

Word

PowerPoint

Job description

• Grow with an Ownership MindsetWe champion continuous learning and innovation.You'lltake on real problems,create tangiblesolutions, anddrive results that move the needleforShipBob,our merchants, and for your own professional growth.Ifyou'reready to do the most meaningful work of your career, this is the place.
• Collaborate with Peers and Leaders AlikeAtShipBob,leaders areaccessible;feedback flows in both directions, andeveryone, regardless of their seniority or role, steps up to help when needed.We hold each other tohigh standardsbecause 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 PurposeWe are results-driven andclear about what that means: ourgoals are specific, accountability is shared, and every team member can see how their work connects toour mission. When we hit milestones, we celebrate them together. When we fall short, we learn and move forward.

Location: 120 N Racine Ave, Chicago, IL, 60607

Role Description:

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

This role will be theliaisonbetween Finance and the Transportation team, enhancing our ability to forecast,set targets, andmeasureTransportation costperformanceacross thecompany.This role will also partner with others on the FP&A team toenhance ship margin analysis, reporting, and forecasting and will alsoaid inotherstrategic projects& ad-hocworkas necessary.This role reports to the FP&A Manager.

What you’ll do:

• Completethoroughanalysis ontransportation initiativeseach month and communicate key performance drivers and variances toplan tosenior management.
• Collaborate with partners to strategize and report on weekly performance, especially related to Transportation. Provide a timelier outlook on shifts in shipcosts andmargin.
• Manage relationships withTransportationteam 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 withthe Transportation teamto buildappropriate plansand 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 marginanalysis,and communicate findings to respective business partners.
• Utilize professional knowledge, business acumen, financial concepts, and companyobjectivesto develop and improve models and procedures.
• Complete continuous improvementand automation inexistingfiles and processes.Findfeasibleworkaroundstocomplicated files.
• Continuously work with management tosteerimprovements in the company's approach to developing key strategies.
• Proactivelyprovidessolutions tobusiness needsin creative and effective ways.Analyze and helpoptimizeinvestments behind key company strategies.
• Network with stakeholders across the company to gain a better understanding ofthekeyobjectivesand how you can help achieve them.
• Additionalduties andresponsibilitiesas necessary.

What you’ll bring to the table:

• Bachelor's degree in business,Financeor related degree.
• 3PL or relevant experience in Transportationrequired.
• 3-5years of experience in FP&A or another related field.
• 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,WordandPowerPoint.
• Working knowledge ofNetSuite,Smartview,SQL,PowerBI, and Power Queryis preferred.
• Enjoy nurturing business partnerships with senior management and teams.
• Proactiveself-starter with the ability to meet deadlines within time constraints anddetail oriented.
• Able to think critically about business challenges while simultaneously absorbing new knowledge and information.
• Apassion 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.
• Excellentleadership and team management skills, with the ability to inspire and guide coworkers.
• Demonstrate the ability to influence stakeholders across the organizationby 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 >>>https://www.shipbob.com/careers/
• See Our High-Performing Culture >>>Check us out on Instagram (@lifeatshipbob)

ShipBobbelieves 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 leadingfull-stack fulfillment platformischallengingwork. The problems we solve are complex, the pace is fast, and the bar is high.That meansShipBob’senvironmentisn’tthe rightfit for everyone, andthat’sokay.If you are ready to take ownership,push boundaries, andgrow 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 (https://www.shipbob.com/careers/culture/).

About Us:

ShipBob is a leading global supply chain and fulfillment technology platform designed for SMB and Mid-Market ecommerce 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?

We may use AI-powered tools during our interview process to support things like notetaking and organizing feedback so our teams can stay focused on getting to know you. These tools help create a more consistent and thoughtful experience. That said, every hiring decision is made by a human.

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