Financial Analyst

ALIGN Executive Search•Chino, CA

8d•Hybrid

About The Position

We're looking for an experienced Senior Financial Analyst to act as a trusted financial partner to our leadership team — someone who can cut through complexity, translate data into decisions, and wants their work to have real operational impact. This role lives at the crossroads of finance and logistics, where labor costs, client billing structures, and throughput drive the numbers that matter. You'll build and maintain financial models, own the budgeting and forecasting process, and deliver reporting leadership genuinely relies on. This isn't a back-office function — it's an operational seat at the table within a fast-paced, high-volume third-party logistics environment.

Requirements

Bachelor's degree in Finance or Accounting, with a strong grasp of accounting principles
Minimum 5 years of progressive financial analysis experience
Background in logistics, supply chain, warehousing, or a similarly complex operational environment strongly preferred
Advanced experience building integrated financial models, forecasts, and scenario analyses
Strong Excel skills, including advanced formulas and data modeling
Proficiency in JD Edwards (ERP) required
Able to work deep in the data while keeping sight of the bigger picture
Strong communicator who can turn financial data into insight for non-finance audiences
Detail-oriented with a high degree of accuracy and ownership
Proactive and solutions-oriented, comfortable spotting problems and proposing fixes
Collaborative team player who builds trust across finance and operations
Comfortable engaging with all levels of the organization, including executive leadership
Able to manage multiple priorities in a deadline-driven environment

Nice To Haves

Experience with Transportal, eFactory, Paycom, or Atlassian/Confluence a plus
Familiarity with Power BI or similar reporting tools preferred

Responsibilities

Analyze financial data and build models that support leadership decision-making
Compare actual results to plans and forecasts to evaluate financial performance
Conduct variance analysis, spot trends, and deliver actionable recommendations
Prepare clear, concise reports for regular leadership reviews
Maintain weekly flash reports, monthly close packages, and quarterly performance reviews
Build and track operational KPIs tied to financial outcomes, including cost per order, cost per labor hour, and revenue per square foot
Lead the annual budgeting process, from data collection through modeling and analysis
Forecast revenue and costs, communicating findings to leadership in a timely manner
Develop scenario and sensitivity models to assess risk and opportunity
Analyze labor costs as the primary operational cost driver, tracking trends, efficiencies, and variances by site, shift, or department
Support reconciliation of client billing across multiple structures (per pallet, per hour, per shipment)
Evaluate gross margin by customer or contract to support account-level profitability analysis
Partner with operations leadership to connect throughput, headcount, and productivity metrics to financial outcomes
Collaborate closely with the Accounting team to ensure accurate, timely financial reporting
Review monthly financials in detail to confirm transactions are properly reflected
Present financial analysis and key insights to leadership and budget owners to support planning and performance management
Maintain compliance with ISO 9001 and 14001 standards and the company's code of conduct
Identify opportunities to improve efficiency and accuracy in reporting and planning
Support ongoing optimization of financial and operational reporting processes
Contribute to BI tools and data automation efforts using Excel, Access, Power BI, or similar platforms
Other duties as assigned