Senior Analyst, Financial Reporting - Hybrid

XPO•Charlotte, NC

2d•Hybrid

About The Position

The Lead Senior Analyst, Financial Reporting at XPO will collaborate with cross-functional teams to understand business needs, define key performance indicators (KPIs), and develop standardized reporting packages, dashboards, and metric-driven insights for leadership. This role involves preparing monthly and quarterly financial forecasts, building and maintaining financial models for budgeting, planning, and scenario analysis, and producing daily, weekly, and monthly reporting. The analyst will also be responsible for safeguarding data accuracy and integrity, monitoring reporting progress, analyzing KPIs, performing data mining and statistical analysis, and serving as a strategic advisor to department leaders. Additionally, the role includes partnering with teams to translate data into actionable insights, presenting financial results to senior leadership, supporting internal and external auditors, providing training to junior team members, identifying automation opportunities, and maintaining comprehensive documentation of reporting processes.

Requirements

Bachelors degree or equivalent related work or military experience
Bachelor’s degree (BA) in Accounting, Finance, Business, Data Science, Computer Science or related field from an accredited college or university is required.
2-4 years of experience in Financial Planning and Analysis, including hands on budgeting and forcasting for large corporate environments

Nice To Haves

Experience in transportation and logistics
Experience in Financial Shared Services
MBA or professional certification (CPA, CFA) is preferred but not required

Responsibilities

Collaborate with cross-functional teams to understand business needs, define key performance indicators (KPIs), and develop standardized reporting packages, dashboards, and metric-driven insights for leadership.
Prepare monthly and quarterly financial forecasts, highlighting trends, risks and performance drivers.
Build and maintain financial models to support budgeting, planning and scenario analysis.
Produce daily, weekly, and monthly reporting to ensure stakeholders have consistent and timely visibility into operational and financial data.
Adjust report design and delivery cadence in response to evolving business or financial shared services requirements.
Safeguard data accuracy and integrity across all reporting tools through strong data governance and quality‑control practices.
Monitor and communicate reporting progress and deliverable status to management.
Monitor and analyze key performance indicators (KPIs) across accounts receivable, collections, cash applications, credit, corrections, billing, and P2P, while conducting in-depth data analysis to identify trends, patterns, and insights that guide business decisions.
Build, enhance, and maintain financial and analytical models to improve forecasting accuracy and support strategic initiatives.
Perform data mining and statistical analysis to uncover patterns within large datasets and provide insights that inform decision‑making.
Serve as a strategic advisor to department leaders by providing financial insights and recommendations.
Partner with cross‑functional teams to understand business drivers and translate data into actionable insights that support operational and financial decisions.
Present financial results, trends, and recommendations to senior leadership in a clear, concise, and compelling manner.
Provide support to internal and external auditors during financial audits.
Provide training, guidance, and technical support to junior team members on reporting tools, data processes, and analytical techniques.
Identify and implement automation opportunities to increase reporting efficiency, accuracy, and scalability.
Maintain comprehensive documentation of reporting processes, data sources, and troubleshooting procedures to ensure repeatability and compliance.
Promote best practices in report reproducibility and establish proactive communication methods for alerting management to production issues and supporting timely resolution.