Financial Analyst

Job Description

Job Description

We are seeking a highly analytical and detail-oriented Financial Analyst to support financial planning, performance analysis, and strategic decision-making within our logistics and asset based operations. This role will partner closely with operations, transportation, and leadership teams to improve profitability, optimize cost structures, and drive data-backed business decisions.

The ideal candidate has strong experience in financial modeling, budgeting, forecasting, and operational finance within a logistics, transportation, or distribution environment.

Key Responsibilities

Financial Planning & Forecasting

• Perform quarterly forecasting processes for logistics operations, including transportation, warehousing, and distribution costs.
• Develop and maintain financial models to evaluate business performance and future growth opportunities.
• Support annual budgeting processes, ensuring alignment with operational goals.
• Support weekly Cash Flow forecast modeling

Business Partnering

• Collaborate with logistics and operations leadership to provide financial insights that support strategic initiatives.
• Present financial results and operational trends to senior management in a clear, concise manner.

Reporting & Performance Management

• Prepare monthly management reports, variance analyses, and profitability dashboards.
• Ensure accurate tracking of spend, capital expenditures, and operational investments.
• Knowledge of cost-to-serve analysis and customer profitability modeling.
• Support ad hoc analysis related to fleet expansion and full lifecycle truck ROI

Process Improvement

• Improve financial reporting automation and streamline forecasting tools.
• Enhance data accuracy and consistency across finance and operations systems (ERP, TMS).
• Support continuous improvement initiatives through financial insights and analytics.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 1 to 3 years of financial analysis experience, preferably in logistics, supply chain, distribution or manufacturing industries.
• Strong expertise in budgeting, forecasting, and variance analysis.
• Advanced Excel skills (financial modeling, pivot tables, Power Query preferred).
• Experience working with ERP and logistics-related systems (e.g., SAP, Sage, NetSuite, TMS platforms).
• Familiarity with BI tools such as Power BI or Tableau.
• Strong verbal and written communication skills
• Working knowledge of financial statement concepts and GAAP

Key Skills & Competencies

• Strong analytical and problem-solving mindset
• Ability to translate complex data into actionable business insights
• Excellent communication and presentation skills
• Proven ability to partner with cross-functional operational teams
• High attention to detail with a strategic perspective

Company Description

Vantage CFO is a leading accounting firm, specializing in providing comprehensive financial solutions for businesses of all sizes. With a team of experienced professionals, we are committed to delivering exceptional services tailored to meet our clients' unique needs and goals.

Our dedication to excellence and client satisfaction sets us apart, making us the trusted partner for businesses seeking expert financial guidance and support. At Vantage CFO, we strive to empower our clients to make informed financial decisions and achieve long-term success.

Company Description

Vantage CFO is a leading accounting firm, specializing in providing comprehensive financial solutions for businesses of all sizes. With a team of experienced professionals, we are committed to delivering exceptional services tailored to meet our clients' unique needs and goals.\r\n\r\nOur dedication to excellence and client satisfaction sets us apart, making us the trusted partner for businesses seeking expert financial guidance and support. At Vantage CFO, we strive to empower our clients to make informed financial decisions and achieve long-term success.