Senior Financial AnalystLocation: Kernersville, NC (In-Office)
Department: Finance
Reports To: Chief Financial Officer (CFO)
Position SummaryThis individual will serve as a strategic business partner across our seven operating divisions, providing financial analysis, reporting, forecasting, and operational analysis, as well as performing many accounting responsibilities related to month-end close, internal and external financial reporting, and financial controls.
The successful candidate will play a critical role in helping leadership make data-driven decisions that improve profitability, operational efficiency, and long-term growth.
This position is based in our corporate office, will report directly to the CFO while working closely with the Controller and other business leaders.
Essential ResponsibilitiesFinancial Planning & Analysis- Develop monthly, quarterly, and annual financial reports for executive leadership.
- Analyze revenue, operating expenses, profitability, margins, and key performance indicators across all seven business divisions.
- Prepare financial forecasts and long-range financial models.
- Perform variance analysis while providing actionable recommendations.
- Identify trends, risks, and opportunities that improve financial performance.
- Support strategic planning initiatives, acquisitions, capital investments, and business expansion efforts.
- Partner with operational leaders to evaluate financial performance and improve decision-making.
- Develop dashboards and reporting tools that provide meaningful operational insights.
Accounting Responsibilities- Assist the Controller and Asst. Controller in the monthly, quarterly, and year-end close processes.
- Prepare and review journal entries, reconciliations, and financial statements for accuracy and completeness.
- Ensure compliance with Generally Accepted Accounting Principles (GAAP) and company accounting policies.
- Strengthen internal controls and recommend process improvements that increase efficiency and reduce financial risk.
- Assist with annual audits and coordinate requests from external auditors.
- Review balance sheet reconciliations and monitor financial integrity across all divisions.
- Ensure timely and accurate financial reporting.
- Support tax reporting and compliance requirements in coordination with external partners.
- Maintain consistency in accounting practices across multiple operating companies.
Operational & Systems Analysis- Utilize Microsoft Dynamics Great Plains to analyze financial data, improve reporting, and support accounting operations.
- Partner with operational leaders utilizing McLeod Software (TMS) to evaluate transportation profitability, customer margins, fleet utilization, and operational performance.
- Identify opportunities to streamline or automate financial reporting processes and improve data integrity between systems.
- Develop ad hoc financial analyses to support executive decision-making.
Leadership & Team Management- Foster strong partnerships across Finance, Operations, Human Resources, Safety, and Executive Leadership.
QualificationsRequired- Bachelor's degree in Accounting, Finance, Business Administration, or related field.
- 3+ years of progressive experience in accounting, finance, FP&A, or corporate finance.
- Experience performing Controller or Assistant Controller responsibilities.
- Strong understanding of financial reporting, budgeting, forecasting, and internal controls.
- Advanced Microsoft Excel skills, including pivot tables, advanced formulas, and financial modeling.
- Strong analytical, organizational, and problem-solving skills.
- Excellent communication and presentation abilities.
- Ability to manage multiple priorities in a fast-paced environment.
Preferred- CPA, CMA, or MBA preferred.
- Experience within the transportation, trucking, logistics, or supply chain industry.
- Experience with Microsoft Dynamics Great Plains.
- Experience with McLeod Software.
- Experience with Paycom HRIS and Payroll.
- Experience supporting multiple business entities or divisions.
Key Competencies- Strategic Financial Analysis
- Budgeting & Forecasting
- Financial Reporting
- Design and implementation of internal controls
