Senior Financial Planning Analyst

Job purpose

The Financial Analyst will play a crucial role in our finance department, responsible for preparing full cycle month-end financial activities, including journal entries, balance sheet reconciliation, and financial reporting. Additionally, experience in lease accounting is essential for this role. This position offers a clear growth path to the Controller role, providing an excellent opportunity for career advancement within our organization.

Duties and responsibilities

• Month-End Close: Manage and execute the full cycle month-end close process, ensuring timely and accurate financial reporting.
• Journal Entries: Prepare and post journal entries to the general ledger, ensuring accuracy and compliance with accounting standards.
• Balance Sheet Reconciliation: Perform monthly balance sheet reconciliations, identify discrepancies, and resolve issues promptly.
• Cash Reconciliation: Perform daily cash reconciliation
• Financial Reporting: Prepare monthly, quarterly, and annual financial statements and reports for management review.
• Variance Analysis: Conduct variance analysis on financial statements to identify trends, anomalies, and areas for improvement.
• Lease Accounting: Ensure compliance with lease accounting standards (ASC 842), including tracking, recording, and reporting lease agreements.
• Intercompany Accounting: Record, track and reconcile intercompany transactions
• Budgeting and Forecasting: Assist in the preparation of budgets and financial forecasts, providing insights and recommendations to support strategic decision-making.
• Internal Controls: Maintain and enhance internal control processes to ensure the integrity of financial data and compliance with company policies.
• Audit Support: Assist with internal and external audits, providing necessary documentation and explanations to auditors.
• Ad Hoc Analysis: Perform ad hoc financial analysis and projects as required to support various business initiatives.

Growth Path to Controller: Work closely with the finance team and management to develop skills and gain experience necessary for the Controller role.

Requirements:

• Bachelor's degree in accounting, Finance, or a related field. CPA or CMA certification preferred.
• 3-5 years of relevant experience in financial analysis, accounting, or auditing, preferably within the transportation or logistics industry.
• Strong understanding of GAAP and financial reporting standards.
• Proficiency in lease accounting (ASC 842).
• Proficiency in Microsoft Office
• Excellent analytical and problem-solving skills.
• Strong attention to detail and accuracy.
• Effective communication and interpersonal skills.
• Ability to work independently and as part of a team.