Business Analyst II

PROTRANS INTERNATIONAL•Indianapolis, IN

About The Position

The Business Analyst II performs financial and operational analysis of ProTrans transportation services and customer accounts. The role analyzes account performance, identifies opportunities to improve profitability, supports pricing and revenue initiatives, manages the annual General Rate Increase (GRI) process, and prepares financial documentation and presentations for customer and internal business decisions. It works closely with Finance, Sales, Commercial, Procurement, Supply Chain Management, Operations, and other internal teams to support customer accounts’ financial objectives and effective pricing and revenue initiatives.

Requirements

  • Bachelor’s degree from an accredited four-year college or university.
  • At least four years of relevant experience in transportation, financial analysis, pricing, or a related field.
  • Demonstrated experience analyzing account financial performance and identifying profitability opportunities.
  • Demonstrated ability to independently manage complex financial or pricing activities.
  • Ability to read, write, and speak English fluently.
  • Ability to perform the essential duties satisfactorily; reasonable accommodations may be made for individuals with disabilities.

Responsibilities

  • Work with Sales, Procurement, and Supply Chain Management to address below-goal margin items and develop account profitability strategies.
  • Manage the annual General Rate Increase (GRI) process for assigned customer accounts, including maintaining detailed tracking throughout the GRI cycle.
  • Analyze account financial performance and determine rate increases or financial improvements needed to meet established goals.
  • Track each account’s GRI progress, including financial analysis, required increase, customer strategy, approvals, documentation, and completion status.
  • Prepare GRI calculations, supporting financial analysis, customer documentation, and GRI letters for assigned accounts.
  • Coordinate with internal teams to ensure GRI information and documentation are accurate, complete, and available on schedule.
  • Provide completed GRI materials and supporting analysis to the Commercial Team for review and customer presentation, and assist with follow-up analysis as needed.
  • Create GRI letters and load new rates into the 3GTMS system.
  • Participate in weekly financial meetings covering EDI-related items, collections-related items, and pricing approval requests; provide analysis, identify follow-up issues, and work with teams to resolve them.
  • Support pricing approval meetings with financial analysis, account performance information, margin impact, and other relevant information.
  • Analyze current shipments with negative margins and identify cost-saving opportunities that benefit the customer and ProTrans.
  • Perform individual track analysis to identify possible lost revenue or overpayment, and identify related system gaps.
  • Review account financial performance and identify opportunities to improve revenue, margins, and profitability.
  • Amend service agreements as needed or required.
  • Review exception reports for potential billing errors and work with appropriate teams to resolve discrepancies.
  • Help maintain data integrity across internal and external sources.
  • Update hierarchy for activities such as carrier changes, OD-pair changes, and mode, type, or service adjustments.
  • Identify and implement continual improvement initiatives for the position, team, and company.
  • Develop and maintain effective working relationships with Commercial, Sales, Procurement, Supply Chain Management, Operations, and other internal teams.
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