Senior Financial Analyst

AIT Worldwide Logistics•Itasca, IL

About The Position

The Senior Financial Analyst, Corporate Finance partners with Operations, Global Account Management, Accounts Receivable, Accounts Payable, Treasury, and other stakeholders to identify and address process inefficiencies that affect billing, collections, vendor payments, and customer experience. The role applies financial expertise, freight-forwarding operational knowledge, and large-scale data analysis to identify trends, uncover root causes, and recommend improvements. The analyst supports cross-functional initiatives by developing reporting, analytics, and process controls that proactively identify issues, reduce errors and manual effort, and improve operational effectiveness. The role is a key resource for continuous improvement through data-driven insights, process optimization, and collaboration across Finance and Operations teams.

Requirements

Bachelor’s degree in Accounting, Finance, Business Administration, Supply Chain, Logistics, or a related field, or an equivalent combination of education and experience.
7–10 years of experience in transportation, logistics, freight forwarding, or related operational finance functions.
Demonstrated experience supporting billing, accounts receivable, accounts payable, operational finance, or process-improvement initiatives.
Experience working with cross-functional teams including Operations, Billing, Customer Service, Sales, and Finance.
Strong knowledge of freight-forwarding operations and the shipment lifecycle.
Ability to identify operational and financial process gaps, perform root cause analysis, and develop reporting and analytical solutions that improve efficiency, billing accuracy, collections performance, and stakeholder decision-making.
Ability to leverage AI and emerging technologies to enhance data analysis, reporting, process improvement, and operational efficiency initiatives.
Experience developing reports, dashboards, and analytics tools using Excel, Power BI, or similar technologies.
Ability to analyze and interpret large, complex datasets to identify trends, root causes, and improvement opportunities.
Ability to facilitate stakeholder discussions and help resolve process-related challenges through fact-based analysis.
Experience communicating findings, recommendations, and project updates to senior leadership.
Experience with transportation management systems (TMS), including systems such as WorldPort (AS400) and CargoWise.
Advanced Microsoft Excel skills, including Pivot Tables, Power Query, lookups, and data analysis.
Strong analytical, problem-solving, and critical-thinking skills.
Excellent verbal and written communication skills.
High attention to detail and accuracy.

Responsibilities

Partner with Global Account Management, Operations, Billing, Accounts Receivable, and Accounts Payable to analyze operational and financial data, identify process gaps affecting billing accuracy, invoice delivery, and collections, and recommend improvements to efficiency and customer experience.
Lead projects sponsored by Accounts Receivable and Accounts Payable leadership and the Senior Manager, Corporate Finance, supporting process improvements, operational efficiencies, and strategic initiatives.
Review aged receivables for key global customers, identify causes of collection delays, and recommend corrective actions.
Collaborate with Global Account Management and Global Billing to analyze billing disputes, invoice delivery challenges, and collection barriers, providing data-driven recommendations.
Develop and maintain reporting tools and dashboards to identify billing, collection, and operational issues before invoices become aged or uncollectible.
Analyze shipment-level, operational, and financial data to identify inefficiencies, root causes, and opportunities to improve billing, collections, and payables performance.
Partner with Accounts Receivable to evaluate collection challenges and develop analytical tools that improve issue identification and resolution.
Use Excel, Power BI, and other analytical tools to validate billing accuracy against customer rates, tariffs, contracts, and automated rating systems.
Support Accounts Payable leadership by analyzing vendor billing trends, identifying processing inefficiencies, and recommending improvements to automation and workflow effectiveness.
Conduct root cause analysis on recurring vendor and internal process issues and support initiatives to improve automation, efficiency, and controls.
Support Accounts Payable process improvement initiatives that strengthen operational effectiveness, compliance, and fraud-prevention controls.
Support ad hoc analyses, reporting requests, and financial projects while ensuring alignment between operational activity and financial reporting.
Monitor recurring operational and financial issues, identify trends, and recommend long-term solutions to prevent repeat exceptions.