Sr. Financial Analyst

Transportation Insight; Hickory (NC); On-site; USD 75,000 - 100,000; Full time

Job summary

Transportation Insight is seeking a Senior Financial Analyst to provide financial analysis in support of organization-wide decisions and key projects.

You will partner with Finance and leadership, develop reports, analyze revenue and cost trends, and help build the annual plan. Strong Excel/FP&A tools and BI experience are preferred.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• Minimum 4 years of financial planning and analysis experience.
• Advanced Excel, Access, and FP&A tools.
• Tableau and/or Power BI experience preferred.

Responsibilities

• Develop and maintain reports to evaluate financial and operational performance.
• Analyze data from the general ledger and other sources to support decision making.
• Support annual Financial Plan development with FP&A Manager and CFO.
• Evaluate monthly revenue, cost and profit trends.
• Assist with due diligence, financial modeling, and transaction support for acquisitions.
• Prepare ad-hoc analyses as requested by FP&A Manager, CFO or VP Finance.

Education

Bachelor's degree in Finance/Accounting/Business Administration

Tools

Excel

Access

FP&A platform

Tableau

Power BI

Job description

As the e-commerce trends continue to evolve, Transportation Insight has strategically positioned itself in the industry with top talent that boasts strategic involvement in the continued evolution of the small package/parcel and freight marketplace. In addition to our knowledge, we have built out the technology to help companies (shippers) unlock the power of their supply chain.

Transportation Insight is recognized as a premier employer regionally and nationally because of our reputation, workplace culture and growth opportunities. At the core of our culture, team members are motivated to improve our clients, our communities and ourselves every day.

JOB PURPOSE:

The Senior Financial Analyst is responsible for providing financial analysis in support of organization-wide decision-making and key projects. The role involves significant interaction and teamwork with the Company’s Finance staff and leadership, as well as other leaders and associates throughout the organization. The central purpose of the role is to support excellence in financial analysis and decision making across the Company

CRITICAL JOB FUNCTIONS:

• Develop and maintain relevant reports and analysis to assistleadership in evaluating financial and operational performance.
• Compile, analyze and prepare data from the Company’s general ledger and other data sources in order to support fact-based evaluations and decisions.
• Work with the Finance and Accounting teams, including the Financial Planning and Analysis Manager and the CFO, in the development of the annual Financial Plan.
• Evaluate monthly revenue, costandprofit trends.
• Assist with due diligence, financial modeling and transaction support in connection with prospective acquisitions.
• Prepare ad-hoc analysis as assigned by the Financial Planning and Analysis Manager, the CFO or the Vice President of Finance.
• Serve on cross-departmental project teams that require analytical assistance and support.
• Work with all departments to achieve overall company objectives.
• Assist with various projects from the Accounting department including but not limited to month-end close and reconciliations.

SUPPORTING DUTIES TO THE CRITICAL JOB FUNCTIONS:

• Analytical mindset; asks questions and enjoys solving challenging issues or problems.
• Ability to organize and manage multiple priorities, while achieving established deadlines.
• Problem analysis and problem resolution skills at both a strategic and functional level.
• Excellent communication skills: Oral (including presentations), Written, Interpersonal (active listening), Negotiating and Influencing.
• Experience serving on high-performance teams both as a leader and as a participant.
• Strong attention to detail and seeks ahigh-qualitystandard in all work (“Board of Directors quality”).
• Solid business acumen.
• Ability to connect financial analysis to broader business issues and implications.
• Ability to think creatively, be proactive, and take initiative.
• Drives projects to completion.

JOB REQUIREMENTS:

• Bachelor’s degree from an accredited college or university in Finance, Accounting, Business Administration, or related field.
• Minimum of 4 years of related work experience in financial planning and analysis required with budgeting or forecasting experience preferred.
• Advanced Excel, Access, and FP&A platform skills.
• Tableau and/or Power BI experience preferred.

EEOC/ADA STATEMENT:

Transportation Insight is an Equal Opportunity/Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, gender, sexual orientation, age, religion, disability, veteran, or any other protected status by law. In an effort to recruit, develop and retain top talent, we are committed to a policy of nondiscrimination in all personnel practices to ensure equal opportunity for employment, promotion, and training for a more inclusive workforce.