Senior Financial Analyst

Senior Financial Analyst

The Senior Financial Analyst serves as a critical strategic partner to the operations and leadership teams. This role is responsible for driving financial performance through advanced trend analysis, robust FP&A processes, and meticulous budgeting and forecasting. By translating complex data into actionable insights, the Senior Financial Analyst helps optimize warehouse efficiency, manage labor costs, and support the organization's growth and profitability goals within the 3PL landscape.

Essential Duties and Responsibilities :

Financial Planning & Analysis (FP&A) : Lead the annual budgeting and monthly forecasting processes for multiple warehouse locations, ensuring alignment with corporate strategic goals.

Trend & Variance Analysis : Conduct deep-dive analysis of monthly financial results (P&L) to identify volume / mix trends, labor efficiency variances, and cost-saving opportunities.

Operational Reporting : Develop and maintain automated dashboards (e.g., Power BI or Excel) to track Key Performance Indicators (KPIs) such as cost-per-pallet, throughput, and facility utilization.

Business Partnership : Act as a financial consultant to Warehouse General Managers; provide clarity on financial performance and assist in developing "course-correction" strategies.

Capital Expenditure (CapEx) : Evaluate and model the ROI for proposed facility expansions, automation technology, and equipment purchases.

Process Improvement : Identify and implement improvements in financial reporting systems and data collection methods to increase accuracy and reduce manual work.

M&A Support : Assist in the financial due diligence and integration of newly acquired 3PL sites or business units.

Required Qualifications :

• Education : Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or CPA / CMA certification is a plus.

Experience : 5+ years of progressive experience in financial analysis, with a strong emphasis on FP&A and budgeting.

Industry Knowledge : Prior experience in 3PL, warehousing, transportation, or logistics is highly preferred.

Technical Skills : Advanced proficiency in Microsoft Excel (Power Query, Pivot Tables, Modeling). Experience with ERP / EPM systems (e.g., Oracle, SAP, Hyperion) and BI tools (Power BI, Tableau) is required.

Soft Skills : Strong ability to communicate financial concepts to non-financial operational leaders and "tell the story" behind the numbers.

Work Environment :

Standard office environment with a professional and collaborative climate.

Fast-paced setting, especially during and post month-end, quarter-end and year-end closing cycles - driven by the preparation of financial analysis and reporting

Travel Requirements :

Travel will be required, particularly during the first 3-6 months of training and transition. Additionally, occasional travel to company locations or for professional development may be required.

Occasional travel (up to 10-15%) to regional warehouse locations or corporate headquarters.

Equipment Used :

Standard office equipment (Laptop, monitor, docking station, multi-line phone).

Advanced financial software and cloud-based reporting platforms.

Supervisory Responsibilities : This is an individual contributor role, but may involve mentoring junior analysts or leading cross-functional project teams.

Why You'll Love Working with Us :

Health Coverage That Starts Fast Medical, Dental & Vision kicks in the first of the month after just 30 days.

Smile on Us We're covering your dental premiums for all of 2026!

Security You Can Count On Paid Life Insurance + 401(k) with company match.

Time Off from Day One PTO, holidays, and 2 floating holidays for flexibility.

Weekly Paychecks Because waiting is overrated.

Invest in YOU Full tuition grants & tuition reimbursement.

Celebrate Success Quarterly performance bonuses.