EFM - Analyst, Accounting Operations

Estes Forwarding Worldwide•Novi, MI

3d•Onsite

About The Position

Estes Final Mile (EFM), a subsidiary of Estes Express Lines, was established in 2016 to meet the increasing demand for final mile delivery of consumer and retail goods. EFM is dedicated to providing an exceptional customer delivery experience through its technology-driven network, aiming for industry-leading service. The Analyst, Accounting Operations role is crucial in providing daily accounting, financial operations, analytical, and systems support to the Operations Support and EFM leadership teams. This position involves managing bookkeeping, invoicing, AP/AR functions, reconciliations, carrier and vendor settlements, reporting, and customer/vendor/carrier setup, all while ensuring the accuracy and integrity of financial records and audit trails. The role also entails researching financial variances, identifying trends and risks, and contributing to process improvements for timely and accurate transactions. Following initial training, the Analyst will be cross-trained in core operations support functions, becoming a vital resource for continuity and succession planning for the Corporate Administrator and Manager, Operations Support roles.

Requirements

Working knowledge of bookkeeping and accounting practices, including accounts payable, accounts receivable, account reconciliation, financial records, internal controls, and audit trails.
Ability to research, interpret, and reconcile financial reports, transaction details, invoices, settlement records, and supporting documentation.
Strong proficiency in Microsoft Excel, including formulas, lookup functions, pivot tables, data validation, and manipulation of large data sets.
Ability to analyze financial and operational data, identify trends and discrepancies, determine root causes, and communicate practical conclusions or recommendations.
Ability to read and interpret complex business and/or technical documents.
Ability to write comprehensive reports and detailed business correspondence.
Ability to work with groups of people such as other departments and communicate known concepts.
Ability to present to a group of departments.
Ability to solve problems with a variety of concrete variables through semi-standardized solutions that require some ingenuity and analysis.
Ability to draw inferences and follow prescribed and detailed procedures to solve moderately complex problems.
Ability to maintain stable performance under pressure and handle confidential or sensitive information appropriately.
Must be eligible to work in the United States.
Candidates who receive a job offer will be required to successfully pass a drug screen and a background check.
Minimum of a bachelor’s degree (or equivalent) in accounting, finance, business administration, or related field and 2-4 years of experience in bookkeeping, accounts payable, and/or receivable, accounting operations, financial reconciliation, invoicing, or related financial support required.
However, a combination of experience and/or education will be taken into consideration.

Nice To Haves

Proficiency in Microsoft Office and familiarity with business intelligence software preferred.
Experience in transportation or logistics, freight billing, carrier settlement, or related functions preferred.

Responsibilities

Provide day-to-day accounting, financial operations, analytical systems, and administrative support to the Manager, Operations Support and EFM leadership; perform routine bookkeeping and maintain support schedules, transaction records, account documentation, and other financial records.
Support blended invoicing, accounts payable, and accounts receivable functions, including preparation, review, processing, distribution, payment tracking, and supporting documentation.
Complete account, invoice, payables, receivables, carrier settlement, and operational reconciliations; research variances, identify root causes, and coordinate corrections.
Audit customer billing and carrier or vendor invoices, and validate carrier and vendor settlements, against agreed rates, accessorials, service and shipment details, and supporting documentation, including bills of lading, proof of delivery, customs paperwork, and related record; investigate and resolve discrepancies.
Support weekly invoicing audits, period-end activities, and internal or external audits by preparing reconciliations, schedules, data, and supporting documentation; maintain organizing records for document retention, internal controls, reporting, and a clear audit trail.
Compile, analyze, and interpret financial and operational data to identify trends, anomalies, risks, and opportunities; summarize findings and practical recommendations for management review.
Create and maintain routine and ad-hoc reports, data extracts, key performance metrics, dashboards, and Excel-based tools for internal and external users.
Complete backend customer, vendor, and carrier onboarding and system setup, including master data, billing and payment configuration, rates or terms, and required documentation; support system administration through data integrity, user access coordination, testing, process documentation, and issue resolution.
Collaborate with Accounting, Operations, IT and other departments to resolve issues, improve workflows, strengthen controls, and support departmental projects; communicate with internal teams and as needed, customers, carriers, and vendors regarding invoices, payments, discrepancies, documentation, and system setup.
Crosstrain on core Operations Support responsibilities and serve as the designated backup for the Corporate Administrator and key Manager, Operations Support functions during absences, transitions, vacancies, or periods of increased workload.
Maintain an affiliative, professional demeanor, protect confidential business and financial information, provide excellent internal and external customer service.
Comply with company C-TPAT and TSA security procedures.
Perform other duties as assigned.