Senior Financial Analyst, FP&A
Core
Prepare and analyze income statements, forecasts, and budgets for the Over-The-Road and Factoring businesses to support senior management and the Board of Directors.
Role type
Senior Financial Analyst (FP&A)
Builds
Monthly/quarterly/annual financial forecasts, budget presentations, and earnings communication materials.
Domain
Transportation logistics and factoring services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial modeling, income statement analysis, budget preparation, process automation, M&A due diligence support, deal modeling, matrix reporting, global economic trend analysis
Preferred skills
MBA, CPA, GSuite proficiency
Technologies
Microsoft Excel (Pivot tables, V-Look-ups, Formulas, Access), GSuite
Responsibilities
Lead monthly, quarterly, and annual forecast and budget processes; ensure timely and accurate issuance of financial reports; respond to internal customer requests for financial information; partner with Corporate Accounting for month-end close; improve reporting processes through automation; prepare budget presentations for Senior Management and the Board; coordinate monthly financial forecast and analysis reports; assist in quarterly earnings communications; support M&A due diligence and integration; support sales team deal modeling; present recommendations to the management team.
Seniority
Senior, hands-on IC