Sr. Financial Analyst-Logistics

Davita Inc.; Springfield (OH); On-site; USD 85,000 - 95,000; Full time

Job summary

A leading company in the CPG sector seeks a Sr. Financial Analyst to provide analytical support for logistics functions. This role involves developing reporting tools with Power BI, managing budgets, and supporting continuous improvement in supply chain processes. Ideal candidates will have 3-5 years of experience in financial analysis, strong communication skills, and a background in the agricultural or food processing industries.

Qualifications

• 3-5 years' financial analysis experience in CPG and/or food processing.
• Agricultural/food production industry logistics experience preferred.
• Advanced knowledge of Excel and Power BI required.

Responsibilities

• Develop annual budget and forecast for Logistics freight.
• Perform monthly close activities and explain results against budgets.
• Support bid analysis for freight expense to gain competitive advantage.

Skills

Financial analysis

Attention to detail

Leadership

Communication

Collaboration

Education

B.A. in Accounting or Finance

Master's degree in accounting or finance

Tools

Microsoft Excel

Power BI

JDE

Job description

Sr. Financial Analyst-Logistics

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Category

Finance/Accounting

All Locations

600 Benjamin Dr., Springfield, Ohio

Position Type

Full-Time/Regular

Tracking Code

979

GENERAL DESCRIPTION / PRIMARY PURPOSE:

The Sr. Financial Analyst provides analytical, qualitative, and quantitative support to Logistics functions. This position is responsible for developing and implementing excellent analytical and reporting tools and techniques using Power BI and Quick Base applications. This position is a key member of the Finance team supporting all of Logistics initiatives helping them achieve strategic goals and key deliverables across the enterprise ensuring profitability and execution of world class service performance.

MAJOR RESPONSIBILITIES AND TASKS/DUTIES OF THE POSITION:

* Responsible for developing the annual budget and monthly forecast for Logistics freight revenue and expense functions with full VRM analysis.

* Perform monthly close activities for Logistics freight categories including Customer deliveries, F/G Transfer and Raw Veg freight expenses. Responsible for explaining the periodic results against the budgets and forecast with business causals and VRM Analysis.

* Assist and support bid analysis on major spending categories on freight expense to obtain the competitive advantage on cost and services from freight carriers.

* Manage and report Operational Excellence program results against the target savings dollars.

* Provide support for supply chain function by participating in Sales & Operations planning process and identifying opportunities for continuous improvements.

* Provide critical support and analytics on FSS program by developing budgets, forecasts and performing period end close. Take leadership in FSS proforma process to improve profitability and growth.

* Support weekly freight expense reviews with logistics team and SLT to help better understand the expenses and market trends.

* Other duties as assigned.

Required Skills

JOB SPECIFIC COMPETENCIES:

* 3-5 years' of financial analysis experience in CPG and/or food processing environment.

* Agricultural / food production industry logistics experience is preferred.

* JDE Experience a plus. Advanced knowledge of Microsoft Excel and Power BI is required.

* Proven ability for attention to detail along with skillset to proactively identify areas of opportunity.

* Demonstrated leadership and communications skills to assist in change management related to proper decision making (data driven and inclusive KPI analytics).

* Ability to formally present and document analytical work and model strategies and processes in a simple and succinct manner.

* Ability to lead and collaborate in a team environment within Logistics and Finance teams. Extremely important to work cohesively with people above, below and all your business partners and Customers.

* Ability to prioritize and manage multiple tasks simultaneously.

PHYSICAL REQUIREMENTS:

* Ability to be stationary for long periods of time with extensive data entry input.

* Ability to climb stairs, stoop, bend, reach with hands and arms, and lift up to 25 lbs.

WORK HOUR & TRAVEL REQUIREMENTS:

* Ability to work beyond regular business hours, weekends, per business needs preferred/required

* Ability to travel as needed - minimal

Required Experience

EXPERIENCE & EDUCATION:

* B.A. in Accounting or Finance, or equivalent work experience.

* Master's degree in accounting or finance preferred.

PAY RATE:

• $85,000 - $95,000 Annually

EEO STATEMENT: We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, protected veteran status, or on the basis of disability.