Financial & Operations Analyst

Job Description

Circle Logistics is hiring a Financial & Operations Analyst to be the numbers-and-details engine behind how our brokerage runs — and the go-to problem solver when something in the back office isn’t working. It is a hands-on individual contributor role that blends recurring financial and profitability analysis with real ownership of the administrative processes, systems, and special projects that keep billing, collections, and operations running cleanly.

Key Responsibilities

• Financial & Profitability Analysis

• Prepare the monthly department-cost and overhead analysis, calling out variances and the trends behind them.
• Build the schedules that tie revenue, gross profit, and operating expense into a clear view of profitability by business unit.
• Produce actual-versus-target reporting for sales and gross profit at the company level and broken down by pod and terminal, with concise commentary on the drivers.

• Operating Metrics & Unit Economics

• Build and maintain the productivity reporting — $GP per head, loads per head, and related per-rep and per-terminal metrics — sourced from the TMS platforms.
• Compare pods and terminals against target and against each other to highlight top and bottom performers.
• Packaging the metrics clearly for operations and sales leaders to use in performance reviews.

• Investigate and resolve administrative issues spanning billing, collections, and back-office operations — from one-off exceptions to recurring patterns.
• Diagnose root causes rather than symptoms, and put fixes in place that prevent the same issue from coming back.
• Serve as a trusted resource for billing and collections teammates who need help untangling complex or unusual situations.

• Identify inefficiencies, manual workarounds, and points of friction across admin and finance workflows, and propose practical improvements.
• Design, document, and implement new or updated processes and SOPs, and look for opportunities to automate or streamline repetitive work.
• Own and execute special projects — from system clean-ups and data migrations to new customer onboarding workflows and reporting builds — scoping the work, setting timelines, driving execution, and reporting progress clearly to stakeholders.
• Cook up and coordinate with cross-functional partners across finance, operations, and IT to keep projects moving.

• Support stress-test analysis of profitability at different revenue levels — volume up or down, rate compression or expansion — and quantify the effect on gross profit.
• Help model the financial impact of commission plan designs and proposed changes.
• Aid in annual budgeting and rolling forecasts by preparing supporting schedules and assumptions.

• Prepare recurring claims reports and maintain the supporting detail behind cargo-claims exposure.
• Track recovery and net-exposure trends and assist finance with the cargo-claims accrual estimate each period.

• Pull, clean, and reconcile data across multiple transportation management systems (TransportPro, Cargotel, Tai) and the general ledger (QuickBooks).
• Build and maintain clean, repeatable Excel models and templates that make the monthly reporting cycle faster and more consistent.
• Translate findings into clear recommendations and next steps, and ensure the accuracy and timeliness of the reports you own.

Qualifications

• Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• 3–6 years of experience in financial analysis, FP&A, business operations, billing, collections, or a comparable analyst role (strong internships and co-ops considered on the lower end).
• Advanced Excel skills — comfortable with formulas, lookups, pivot tables, and building or maintaining financial models and working with large or messy data sets.
• Solid grounding in financial and accounting concepts: revenue, gross profit, margin, variance, and cost analysis.
• Demonstrated ability to investigate and resolve operational or administrative issues from start to finish.
• Experience documenting processes and writing clear SOPs, and a track record of running projects to completion— setting scope, hitting deadlines, and keeping stakeholders informed.
• Strong attention to detail, organization, and follow-through, with a high sense of ownership over data accuracy.
• Strong written and verbal communication skills, including the ability to summarize findings clearly for non-finance audiences.

• Preferred Qualifications

• Experience in freight brokerage, transportation, logistics, or 3PL, or another high-volume, transaction-intensive industry.
• Working knowledge of transportation management systems (TransportPro, Cargotel, Tai) and of QuickBooks or comparable accounting software.
• Familiarity with EDI, customer portals, accounts receivable workflows, or commission / incentive-pay concepts.
• Experience with process automation tools, BI tools (Power BI, Tableau), or basic SQL / scripting for pulling and transforming data — helpful, not required.
• Exposure to continuous improvement methodologies (Lean, Six Sigma).
• Progress toward a CPA, CMA, or MBA is a plus.

Benefits

• Competitive base-salary
• On-site training and career development with a fast track to promotion
• Insurance benefits including: Health, vision, dental, life, and disability
• Paid holidays and paid time off after 90 days