Senior Financial Planning Analyst

Swift Transportation; Phoenix (AZ); On-site; USD 80,000 - 115,000; Full time

Benefits offered by this job

401k

Medical insurance

Dental insurance

Vision insurance

Life Insurance

Employee Stock Purchase Plan

Paid training

Wellness programs

Tuition assistance

Volunteering opportunities

Job summary

Swift Transportation is seeking a finance/analytics professional to analyze profitability through advanced modeling and reporting. You will develop annual plans with senior leadership, identify improvement opportunities, and present action-based recommendations.

The role requires strong accounting knowledge, ability to query data from multiple sources, and communication with executives. MBA/CPA is required and 4+ years of experience.

Qualifications

• 4+ years in finance and/or analytics.
• Ability to create advanced interactive financial models.
• Strong interpersonal and presentation skills for executive leadership.
• Ability to query data using Query, VBA, BO, Sequel.

Responsibilities

• Analyze profitability of operations with advanced financial and statistical modeling.
• Develop annual operating plans with executive leadership input.
• Identify opportunities for operational and financial improvements and present findings.
• Create key financial metrics and reports for executives.
• Perform analyses to uncover cause-and-effect relationships and provide recommendations.
• Turn large data into clear narratives and actionable recommendations.

Skills

Advanced financial modeling

Critical thinking

Executive communication

Multitasking & prioritization

Accounting knowledge

Education

Bachelor's degree or equivalent

MBA/CPA required

Tools

Microsoft Query

VBA

Business Objects

Sequel

Job description

Qualifications

• 4+ years' experience in finance an/or analytics is required.
• Must possess the ability to create advanced interactive and variable financial models.
• Must possess strong critical thinking skills.
• Must be able to query raw data using Microsoft Query, VBA, Business Objects, and Sequel.
• Must possess an advanced understanding of financial measurement tools including NPV, IRR, WACC, ROA, and ROI.
• Must possess strong interpersonal and presentation skills, including the ability to properly communicate with executive leadership.
• Must be able to multi-task and prioritize workload.
• Must possess a strong knowledge of accounting, including the balance sheet, income statement, and cash flow statement and be familiar with the relationship between the three.
• Bachelor's or equivalent combination of education and/or experience required.
• MBA/CPA required.

Job Responsibilities

Analyze the profitability of operations through advanced financial and statistical modeling and reporting. Develop appropriate recommendations, leading to positive operational effectiveness. Establish and implement the Annual Operating Plans for the various areas of responsibility, while working closely with executive leadership team and their direct reports.

• Identify opportunities for operational and financial improvement and present findings and recommendations to Executive Leadership Team and assist in implementation processes.
• Develop key metrics and prepare financial/statistical reports (financial, customer service, operational efficiency, market share, macro/micro economic analysis, etc.) for executives and other leaders.
• Perform financial analysis using statistical modeling to identify cause-and-effect relationships between variables; interpret analyses and provide action-based recommendations to executive leadership team.
• Transform large amounts of data into a clear compelling story, through querying data, building financial models, interpreting data and other similar tools, and communicate action-based recommendations to executive leadership team.
• Lead the team during deep dive projects, HIKES, and ad-hoc analysis.
• Serve as support resource to other FP&BA analysts while assisting with ad hoc analysis, as directed by supervisor.
• Work with key LOB owners in the creation of the Annual Operating Plan and monthly/quarterly forecasts in conjunction with market conditions and consolidated goals.
• Proactively seek opportunities to broaden and deepen knowledge base and proficiencies and share acquired skills with team members through formal and informal channels.
• Proactively work to assist others in achieving the organization's objectives.

Pay Range

$80,000.00 - $115,000.00 Annual

Who We Are

Swift Transportation has been an Industry leader for many years with a profound history dating back to the 1960s. Swift is the largest truckload carrier in America with various locations throughout the nation that allow our drivers, shop employees, and office staff to cultivate strong connections. We are a company that is passionate about continual learning and improvement which in turn, allows for a diverse amount of advancement and growth opportunities. We place a strong emphasis on culture because we strongly believe that it is a key contributor in achieving overall results here at Swift.

What we offer

Our Benefits Package includes 401k, Medical, Dental, Vision, Disability, Supplemental and Life Insurance as well as pet insurance. We also offer an Employee Stock Purchase plan, paid training, wellness programs, Flexible Spending Account, Tuition Assistance Programs (subject to change), Military Leave, and discounts with our vendors.

Volunteer opportunities to support our local communities- We have an adoration for helping others which is why we have worked hard to establish partnerships with organizations such as Children's Miracle Network and Habitat for Humanity that allow us to give back.

Training, Development & Growth Opportunities - Our success at Swift is driven by our people! Our goal is to provide a supportive environment that promotes growth and advancement. We invest the time to ensure our employees receive the best training, along with all the tools and resources to thrive.

Diversity, Equity and Inclusion - A diverse workforce allows us to achieve a dynamic business advantage where we can openly collaborate, thus bringing new ideas to the table that contribute to innovative and effective solutions. Everyone at Swift has a voice and your opinion matters.

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The Company is an equal employment opportunity employer. The Company's policy is not to unlawfully discriminate against any applicant or employee on the basis of race, color, sex, sexual orientation, gender identity, religion, national origin, age, military status, disability, genetic information or any other consideration made unlawful by applicable federal, state, or local laws. The Company also prohibits harassment of applicants and employees based on any of these protected categories. Candidates must be authorized to work in the U.S. The Company does not sponsor employment visas.