Sr. /Financial Analyst Job Description

Job Title: Financial Analyst or Sr. Financial Analyst DOE
Department: Finance
Reports To: Sr. Director of Finance
FLSA Status: Exempt

Summary: Compiles and analyzes financial information for an organization by performing the following duties.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

• Creates financial pricing models for new potential customer RFP’s (request for proposals) and for re-rating of existing customer agreements. This person is the finance lead and works with multiple sources to efficiently pull together accurate RFPs for transportation and distribution customers.
• Creates and analyzes monthly, quarterly, and annual reports. Assists in the monthly close process to ensure financial information has been recorded accurately.
• Tracks financial and operating status by monitoring variances from plan.
• Identifies trends and developments within the Operation and various profit/cost centers and presents the findings and recommended improvements to senior management.
• Performs weekly financial forecasting and reconciliation of internal accounts.
• Conducts special studies to analyze complex financial actions and prepares recommendations for policy, procedure, control, or action.
• Prepares timely and accurate reports, plans, and forecasts for internal and external constituents.
• Analyzes financial information to determine present and future financial performance.
• Collaborates with operational leadership to analyze, prepare (bottom up approach) and present the annual financial plan and capital budget.
• Evaluates complex profit plans, operating records, and financial statements.
• Establishes databases of pertinent information for use in analyzing future plans and forecasts.
• Makes recommendations to management regarding cost saving or profit generating opportunities and profitability improvement strategies including the ROI.
• Coordinates with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans, acquisition activity, new business planning, trended future requirements, government requirements, and operating forecasts.
• Has knowledge of and can apply commonly-used concepts, practices, and procedures within the finance and accounting field.
• Collaborates heavily with operational leadership to provide quality tools to expedite and improve decision-making. 

Supervisory Responsibilities

This job has no supervisory responsibilities.

Education and/or Experience

Bachelor's degree (B. A.) from four-year college or university; 3+ years related experience and/or training; or equivalent combination of education and experience. Preferably with 3PL, Logistics, Transportation or Warehouse/Distribution industry experience.   

Computer Skills