Financial Analyst

Quantix SCSHouston, TX
2d

About The Position

The Financial Analyst is responsible for supporting financial planning, reporting, and analysis for the company’s logistics and transportation divisions. This role contributes to the budgeting and forecasting processes, assists with performance tracking, and provides analytical support to drive operational and financial decisions. The ideal candidate has a solid foundation in financial analysis, attention to detail, and the ability to communicate insights effectively in a fast-paced, data-driven environment.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or related field.
  • 1–3 years of relevant experience in financial analysis or accounting.
  • Proficiency in Microsoft Excel (including pivot tables, basic formulas, and data manipulation).
  • Familiarity with financial systems or ERP tools.
  • Detail-oriented with a commitment to data accuracy and timely follow-through.
  • Strong organizational skills and the ability to manage multiple tasks with limited supervision.
  • Clear written and verbal communication skills.

Nice To Haves

  • Experience in the transportation, logistics, or supply chain industry.
  • Exposure to budgeting, forecasting, and KPI tracking.
  • Familiarity with BI tools such as Power BI, Tableau, or similar.
  • Experience using or supporting ERP platforms (e.g., Oracle, NetSuite, SAP, etc.).

Responsibilities

  • Assist in preparing monthly forecasts, annual budgets, and financial reporting packages.
  • Support budget vs. actual variance analysis and summarize key findings for review.
  • Help maintain financial models for forecasting and scenario planning under the guidance of senior finance staff.
  • Prepare recurring reports and data extracts from financial systems.
  • Support business partners by gathering and analyzing data on revenue, cost, and margin performance.
  • Contribute to financial reviews of operational activities, helping track KPIs and trends.
  • Assist in tracking cost-saving initiatives, capital projects, and pricing changes.
  • Pull data from multiple sources to support business cases and reporting needs.
  • Develop and maintain simple dashboards, spreadsheets, and financial tools.
  • Perform reconciliations and help validate data for accuracy in reports and models.
  • Support enhancements to financial processes, documentation, and templates.
  • Collaborate with other departments to gather information needed for finance deliverables.
  • Help maintain and troubleshoot data inputs within ERP or financial planning systems.
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