Analyst, Financial

Weber Logistics•Santa Fe Springs, CA

40d

About The Position

The primary responsibility of this role will be to support Operations & Executive Management with financial analysis and support including budgeting, forecasting, reporting and strategic analysis. Prepares monthly financial reporting package for the Executive team, detailing business results and identifying trends. Supports development of data analysis models, including delivering customer profitability reporting. Tracks key performance indicators and provides analysis to support business decisions.

Requirements

Passion for excellence and strong sense of urgency.
High level of professional integrity and honesty.
Strong bottom-line orientation with excellent analytical and negotiating skills, good business instincts, and the confidence and credibility to work well with vendors, customers, and other departments.
Team player; loyal to corporate goals and objectives. Able to build effective relationships at all levels within the organization.
Results oriented and organized self-starter, with a high energy level and desire for professional growth with the company.
Self-motivated with strong analytical skills, as well as, independent thinking/reasoning ability.
Ability to work effectively with a wide range of personnel.
Demonstrate professional image in the work environment, both personal and professional.
Microsoft Office; Word, Microsoft Outlook, Excel and integrated accounting systems. Strong data analyst.
Bachelor degree in Accounting, Finance or related business field with three to five years of relevant experience.
Strong practical and analytical skills as well as highly developed skills in oral and written communication.
Ability to deliver excellent results within established timeframes while managing multiple priorities.
Adaptable and capable to perform at a high level in a demanding and rapidly changing environment.
Possess troubleshooting abilities in order to resolve discrepancies and disputes.

Nice To Haves

Experience in warehousing and transportation a plus.

Responsibilities

Design, build, distribute and continually improve a wide-range of reports and analysis covering all aspects of the company’s financial and operational performance, including facility dashboard reporting.
Support monthly and quarterly Bank compliance reporting. Work with actuals and forecasts to model covenant projections and treasury needs.
Develop and maintain the systems and models needed to track, report, analyze, and forecast company performance.
Be an expert in sourcing data from the company’s multiple systems and departments; then integrating and analyzing results. Areas include Labor trends, occupancy metrics, and tractor mileage.
Lead the annual budget process. Develop and consolidate budget and forecast submissions, tracking, and reconciling multiple versions and scenarios.
Identify the key drivers/causes/assumptions of financial results and articulate the information into presentation format that is presented to the Leadership Team.
Adhere to strict reporting deadlines for month end and year end close and bank reporting.
Identify opportunities for financial and operational improvements.
Lead ad hoc projects as assigned.
Performs other duties as assigned