Financial Analyst – AI Reporting & Dashboards (Claude)
About The Position
Paul Logistics is seeking an AI-first Financial Analyst who uses Claude as their primary tool to analyze our financial and operating results and turn them into clear, decision-ready reports and dashboards. You do not need a traditional SQL or programming background. You do need a solid finance foundation and to be exceptionally skilled at using Claude to produce accurate, polished work quickly. Reporting directly to the CFO, you’ll partner with leadership, accounting, pricing, and operations to support month-end reporting, budgeting, forecasting, and profitability analysis. You’ll use Claude to pull, clean, analyze, and present the numbers, owning each request from the first question to the finished report or dashboard.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- Solid understanding of financial statements (P&L, balance sheet, cash flow) and basic accounting concepts
- Strong Excel and financial modeling skills (pivot tables, lookups, formulas, three-statement or driver-based models)
- Expert-level, daily, hands-on use of Claude; a portfolio of 2–3 analyses, reports, dashboards, or workflows you built with Claude is required
- Strong prompting skills: able to break a messy request into clear steps and iterate until the output is right
- Ability to present financial results clearly to non-financial leaders, in writing and in dashboards
- Extremely detail-oriented, with a habit of checking every AI output against the source rather than trusting it blindly
- Strong problem-solving mindset with the ability to work independently and manage multiple requests
- SQL or programming experience is not required
Nice To Haves
- Experience in logistics, transportation, or supply chain finance
- Understanding of freight KPIs (revenue per mile, cost per mile, margin, utilization, deadhead)
- Familiarity with TMS platforms (e.g., McLeod) and accounting/ERP systems
- Experience with multi-entity financial reporting or consolidations
- Experience with Claude Code, Claude skills, or connecting Claude to business tools
- Exposure to Power BI, Tableau, or other BI tools
Responsibilities
- Prepare monthly financial reporting packages, including budget-vs-actual and variance analysis by entity, division, and department
- Support budgeting, forecasting, and cash flow projections, and update forecasts as results come in
- Analyze profitability by customer, lane, truck, and business unit, and flag trends, risks, and opportunities for leadership
- Build financial models and ad hoc analyses for leadership decisions such as equipment purchases, pricing, new locations, and acquisitions
- Build KPI dashboards and scorecards using Claude (interactive dashboards, Excel workbooks, and presentation-ready summaries)
- Turn exports from our TMS, accounting system, and spreadsheets into clean, structured datasets with Claude
- Verify every output: reconcile numbers back to the general ledger and source data, check formulas and totals, and catch errors before reports go out
- Build reusable Claude workflows (projects, skills, templates, and saved prompts) and automate recurring reports with scheduled tasks and connected apps (e.g., Microsoft 365, SharePoint, Excel)
- Support month-end close, account reconciliations, and audit requests as needed
Benefits
- Health, dental, and vision insurance
- 401(k) with company match
- Paid Time Off + Paid Holidays
- Career Growth and Development Opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
