Financial Analyst

Quantix SCS•The Woodlands, TX

11d

About The Position

The Financial Analyst supports financial planning, reporting, and analysis for the company’s logistics and transportation divisions. The role contributes to budgeting and forecasting, performance tracking, and analytical support for operational and financial decisions. The ideal candidate has a foundation in financial analysis, attention to detail, and the ability to communicate insights in a fast-paced, data-driven environment. The analyst assists with forecasts, budgets, reporting packages, variance analyses, financial models, and recurring reports. The role also supports business partners by analyzing revenue, cost, and margin performance; tracking operational KPIs, cost-saving initiatives, capital projects, and pricing changes; and developing dashboards, spreadsheets, and financial tools. Additional duties include data validation and reconciliations, process documentation, cross-departmental coordination, and support for ERP or financial planning systems.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a 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.
Attention to detail and commitment to data accuracy and timely follow-through.
Strong organizational skills and 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 such as Oracle, NetSuite, or SAP.

Responsibilities

Assist in preparing monthly forecasts, annual budgets, and financial reporting packages.
Support budget-versus-actual variance analysis and summarize 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.
Gather and analyze revenue, cost, and margin data to support business partners.
Contribute to financial reviews of operational activities and 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 accuracy in reports and models.
Support enhancements to financial processes, documentation, and templates.
Collaborate with other departments to gather information for finance deliverables.
Help maintain and troubleshoot data inputs within ERP or financial planning systems.