Company Culture Overview
Our company prides itself on a fast-paced, innovative culture where data-driven decisions are at the forefront of our strategy. We value collaboration, agility, and continuous improvement. The ideal candidate will thrive in a dynamic environment, demonstrating flexibility, strategic thinking, and a proactive approach to problem-solving.
Ideal Candidate Profile:
- Motivated by Challenges: Intrinsically motivated by complex analytical challenges and have a track record of leveraging data to drive business improvements.
- Team Collaboration: Demonstrates strong team collaboration skills, able to work cross-functionally to gather insights and drive consensus.
- Achiever Pattern: Shows a consistent pattern of achievement, particularly in optimizing financial performance and supporting strategic decisions.
Joining our team means contributing to a company that is setting the pace in the logistics industry, with ample opportunities for career development and impact.
Financial Analyst Position Overview
Be responsible for accurate financial reporting, forecasting, and analysis to guide operational decisions and optimize financial performance. A proactive individual who can navigate financial complexities with ease, offering actionable insights to stakeholders across the company. Your contributions will directly impact our ability to meet financial goals and maintain competitive advantage in a dynamic industry.
What to Expect (Key Performance Objectives)
Within the First Month:
- Cross-functional Collaboration and Margin Improvement: Work closely with various teams and individuals at various levels to monitor, report, and manage key financial and non-financial performance indicators. Proactively identify discrepancies and inconsistencies in financial data, especially relating to margins, communicate findings to relevant stakeholders to ensure informed decision-making.
- Customer Pricing and Market Analysis: Calculate customer pricing based on a combination of historical data and market trends. Conduct comprehensive analysis and present findings to leadership in support of making informed pricing decisions that balance competitiveness with maximizing profitability.
Within Three Months:
- Financial Reporting and Forecasting: Develop and maintain comprehensive financial reports that summarize and forecast the company’s business activity, financial position, margins, expenses, and earnings. Utilize historical data, current operations, and projected activities to provide a clear financial outlook to support strategic planning.
- Budgeting Preparation and Analysis: Lead the budgeting process, collaborate with department heads to prepare accurate budgets that align with company goals, review of budget proposals, and prepare necessary supporting documentation. Your efforts will ensure that the company operates within its financial means while pursuing growth opportunities.
Within Six Months:
- Financial Tool Creation for Analysis: Navigate ambiguity to create and refine tools for analyzing financial data, identify trends and variances that could impact the business. Adapt to make changes with short notice to ensure stakeholders have access to timely and accurate information. Provide actionable insights to improve financial performance and efficiency.
On-Going:
- Project Participation and Customer Modeling: Engage in critical finance projects, assisting the VP of Finance & Accounting in project management activities. On behalf of the customer, conduct business modeling and analysis weekly, monthly, or as needed. Your analytical skills will contribute to the successful execution of projects that drive business growth and operational efficiency.
Qualifications
Education
- Essential: Bachelor’s degree in Finance or Accounting.
Experience
- Required: A minimum of 5 years of related financial analysis experience. This experience should include hands-on work with financial reporting, budgeting, forecasting, and variance analysis.
- Industry Experience: Experience in the logistics or a related sector is preferred but not mandatory. Familiarity with industry-specific financial challenges and opportunities can enable quicker adaptation and contribution.
Technical Skills
- Excel Mastery: Advanced proficiency in Microsoft Office, with a particular emphasis on Excel is required. The candidate should be comfortable with complex formulas, data analysis tools, and financial modeling.
- Analytical Tools: Experience with financial analysis software and ERP systems is highly desirable, indicating the ability to leverage technology for financial insights.
Soft Skills
- Communication: Strong, well-developed verbal and written communication skills are essential. The ideal candidate must articulate financial concepts clearly and concisely to stakeholders at all levels.
- Critical Thinking: Excellent critical thinking and problem-solving skills, enabling the candidate to navigate and make recommendations in complex financial scenarios.
- Adaptability: The ability to be flexible and adaptable, making changes with short notice to meet business needs, is crucial in a fast-paced environment.
- Teamwork: Must be capable of working both as part of a team and independently. Collaboration with various departments to gather data and provide financial insights is a key part of the role.
- Prioritization: Strong prioritization and multi-tasking skills are necessary, with a high sense of urgency and a commitment to executional excellence.
Personal Attributes
- Attention to Detail: The candidate should possess a keen eye for detail, ensuring accuracy in financial reports and analyses.
- Proactivity: Looking for an individual who proactively identifies financial discrepancies and inconsistencies, demonstrating initiative in improving financial processes and outcomes.
- Customer Service: A commitment to outstanding customer service, understanding that the finance function serves internal stakeholders and contributes to the overall success of the company.
Job Type: Full-time
Pay: From $90,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Physical setting:
Schedule:
Application Question(s):
- This position is located in an office environment in Fort Thomas, KY. Are you able to commute to this location 5 days a week?
- Why are you interested in this position? One to two sentence response.
- Will you require visa sponsorship now or in the future?
- Please indicate your current work status/experience (company name, position title, employment years).
Experience:
- Financial analysis: 5 years (Required)
Work Location: In person