Senior Financial Planning Analyst

Position Summary:

The Senior Financial Planning Analyst will play a critical role in supporting strategic decision-making by providing comprehensive financial analysis, forecasting, and reporting. This position will work closely with senior leadership, delivering insights that enhance operational efficiency and profitability.

Key Responsibilities

• Financial Planning & Analysis (FP&A): (65%)
  • Lead the budgeting, forecasting, and variance analysis processes for the companys logistics operations.
  • Develop detailed financial models to support strategic initiatives and capital allocation decisions.
  • Analyze financial performance trends and key performance indicators (KPIs) to identify areas for improvement.
  • Leverage advanced analytics tools to provide data-driven insights.
  • Support business units and become a subject matter expert on operations. Develop relationships with the commercial and operational teams
  • Act as a trusted advisor, offering actionable recommendations to optimize costs and enhance profitability.
• Reporting: (25%)
  • Prepare monthly, quarterly, and annual financial reports for senior management, ensuring accuracy and clarity.
  • Prepare and analyze monthly budget to actuals variances and provide detailed explanations.
  • Put together weekly division forecast and distribute to commercial leaders.
  • Present key insights and recommendations to stakeholders through reports and presentations.
• Accounting & Month- end close Support: (10%)
  • Scanning the Trial balance and identify any miscoding or unusual transactions.
  • Calculate commissions along with Management Incentives and submit to accounting for posting.
  • Prepare Payroll & Labor Actual vs. Plan analysis (Dollars & FTE).
  • Analyze and report Gross Profit for various Business Units.
  • Prepare monthly financial dashboard and distribute it to executive, functional and commercial leaders.

Qualification, Skills, and Education requirements:

• Bachelors degree in Finance, Accounting, Economics, or related field (Masters/MBA preferred).
• 5 years of progressive experience in financial planning and analysis, preferably in the logistics or transportation industry.
• Advanced proficiency in financial modeling and forecasting tools (e.g., Excel, Power BI, Tableau).
• Strong understanding of ERP systems (e.g., SAP, Oracle, Microsoft Business Central) and data visualization platforms.
• Excellent communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.

• Ability to work effectively with all levels of management and other colleagues, demonstrating initiative, mature judgment, and customer service orientation.
• Strong analytical mindset, attention to detail, and problem-solving abilities.
• Knowledge of GAAP and all aspects of general accounting.