Senior Financial Analyst

Overview

The Senior Financial Analyst, Corporate Finance will partner with Operations, Global Account Management, Accounts Receivable, Accounts Payable, Treasury and other stakeholders to identify, analyze and address process inefficiencies that impact billing, collections, vendor payments and overall customer experience. This role will leverage financial expertise, freight forwarding operational knowledge, and large-scale data analysis to identify trends, uncover root causes, and provide actionable recommendations that improve performance and efficiency.   The successful candidate will support cross-functional initiatives by developing reporting, analytics, and process controls that proactively identify issues, reduce errors, minimize manual effort, and enhance operational effectiveness. This individual will serve as a key resource in driving continuous improvement through data-driven insights, process optimization, and collaboration across Finance and Operations teams.

• •    Partner with Global Account Management, Operations, Billing, Accounts Receivable, and Accounts Payable teams to analyze operational and financial data, identify process gaps impacting billing accuracy, invoice delivery, and collections performance, and provide recommendations to improve efficiency and customer experience (15%)•    Lead projects sponsored by AR, AP leadership and the Senior Manager, Corporate Finance, supporting process improvements, operational efficiencies, and strategic initiatives (10%)•    Review and analyze aged receivables for key global customers to identify root causes of collection delays and recommend corrective actions (8%)•    Collaborate with Global Account Management and Global Billing teams to analyze billing disputes, invoice delivery challenges, and collection barriers, providing data-driven insights and recommendations (7%)•    Develop and maintain reporting tools and dashboards to identify billing, collection, and operational issues before invoices become aged or uncollectible (15%)•    Analyze shipment-level, operational, and financial data to identify process inefficiencies, root causes, and opportunities to improve billing, collections, and payables performance. (20%)•    Partner with Accounts Receivable teams to evaluate collection challenges and develop analytical tools that improve the efficiency of issue identification and resolution. (5%)•    Develop and utilize Excel, Power BI, and other analytical tools to validate billing accuracy against customer rates, tariffs, contracts, and automated rating systems. (5%)•    Support Accounts Payable leadership by analyzing vendor billing trends, identifying processing inefficiencies, and recommending solutions that improve automation and workflow effectiveness. (4%)•    Perform root cause analysis on recurring vendor and internal process issues and support initiatives designed to enhance automation, efficiency, and controls. (4%)•    Support Accounts Payable process improvement initiatives that strengthen operational effectiveness, compliance, and fraud prevention controls. (2%)•    Support ad hoc analyses, reporting requests, and financial projects while ensuring alignment between operational activity and financial reporting. (2%)•    Monitor recurring operational and financial issues, identify trends, and recommend long-term solutions to eliminate repeat exceptions. (3%)•    Disclaimer: The responsibilities and duties described above are not intended to be an exhaustive list of all activities, duties, or responsibilities required of the employee. Duties, responsibilities, and priorities may change at any time based on business needs, operational requirements, and organizational objectives. Additional responsibilities may be assigned as needed.
• The wage range for this position is $92,700.00-$139,060.00 and may vary based on geography as well as relative knowledge, skills, abilities, and experience.

Education Qualifications•    Bachelor's Degree in Accounting, Finance, Business Administration, Supply Chain, Logistics, or a related field, or equivalent combination of education and experience Experience Qualifications•    7-10 years of experience in transportation, logistics, freight forwarding, or related operational finance functions.•    Demonstrated experience supporting billing, accounts receivable, accounts payable, operational finance, or process improvement initiatives.•    Experience working with cross-functional teams including Operations, Billing, Customer Service, Sales, and Finance. Skills and Abilities•    Strong knowledge of freight forwarding operations and the shipment lifecycle.•    Ability to identify operational and financial process gaps, perform root cause analysis, and develop reporting and analytical solutions that improve efficiency, billing accuracy, collections performance, and stakeholder decision-making.•    Ability to leverage AI and emerging technologies to enhance data analysis, reporting, process improvement, and operational efficiency initiatives•    Experience developing reports, dashboards, and analytics tools using Excel, Power BI, or similar technologies.•    Ability to analyze and interpret large, complex datasets to identify trends, root causes, and improvement opportunities.•    Ability to facilitate discussions among stakeholders and assist in resolving process-related challenges through fact-based analysis.•    Experience communicating findings, recommendations, and project updates to senior leadership.•    Experience with transportation management systems (TMS), including but not limited to WorldPort (AS400) and CargoWise.•    Advanced Microsoft Excel skills, including Pivot Tables, Power Query, lookups, and data analysis.•    Strong analytical, problem-solving, and critical-thinking skills.•    Excellent verbal and written communication skills.•    High attention to detail and accuracy. 

In addition to your base compensation, you may be eligible for a bonus based on achievement of business and/or individual performance metrics (dependent on position). Benefits offered include Medical, Prescription, Health Savings Account, Flexible Spending Accounts, Dental, Vision, Life, AD&D, Disability, Supplemental Health, Employee Support, Paid Parental Leave, Pet Insurance, 401(k) and Tuition Reimbursement. In addition, teammates may be eligible for up to 10 to 20 days of vacation (depending on tenure), 2 personal days, 1 floating holiday, 5 sick days, 5 volunteer hours, and 6 company holidays (plus Veterans Day for Veterans) annually.