Financial Planning Analyst

Responsibilities

• Participate in the FP&A function, including budgeting, forecasting, financial modeling and ad-hoc analytics, to drive superior decision-making.
• Provide regular reporting and analysis on financial performance, including key metrics, trends, and opportunities.
• Identify areas that provide low value and work to reallocate resources to provide more meaningful information for decision support.
• Conduct detailed analytical reviews of sales, gross margins, operating cost and profit margins by served industries, customers and value propositions/service offerings, to improve profitability and identify cost savings opportunities.
• Perform P&L analysis as directed by leadership.
• Leverage public and private information to develop competitive analysis and performance insights.
• Support month-end close process and period financial reporting.
• Support the development and presentation of future Investment proposals.

Educ./experience

• Bachelor's degree or foreign equivalent in Business, Finance, or a related field and two (2) years of post-baccalaureate experience as a Data Analyst, Financial Analyst or related role in the transportation and logistics industry.
• Experience must include analyzing and interpreting matrixed and complex enterprise and transactional data using financial and database software platforms;
• cleaning, transforming and generating actionable insights using SQL;
• automating and streamlining data analysis and calculation processes using Python;
• applying Dax and Microsoft Applications to support financial reporting and analytics.