Business Analyst II

SUMMARY

The Business Analyst II performs financial and operational analysis of the transportation services ProTrans provides to its customers. This position is responsible for analyzing account performance, identifying opportunities to improve profitability, supporting pricing and revenue initiatives, managing the annual General Rate Increase (GRI) process, and creating financial documentation and presentations to support customer and internal business decisions.

The position works closely with Finance, Sales, Commercial, Procurement, Supply Chain Management, and other internal teams to ensure customer accounts meet established financial objectives and that pricing and revenue initiatives are effectively managed and executed.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Other duties may be assigned.

• Works with Sales, Procurement, and Supply Chain Management to address below-goal margin items on specific accounts and develop strategies to improve account profitability.
• Manages and performs the annual General Rate Increase (GRI) process for assigned customer accounts from beginning to end, including establishing and maintaining a detailed tracking process for each account throughout the GRI cycle.
• Analyzes the financial performance of each account and determines the rate increase and/or financial improvement required for each account to achieve established financial goals.
• Tracks the status of each account throughout the GRI process, including financial analysis, required increase, customer strategy, internal approvals, documentation, and completion status.
• Prepares GRI calculations, supporting financial analysis, customer documentation, and GRI letters for assigned accounts.
• Coordinates with internal teams to ensure GRI information and supporting documentation are accurate, complete, and available within established timelines.
• Provides completed GRI materials and supporting financial analysis to the Commercial Team for review and customer presentation, and assists with follow-up questions or additional analysis as needed.
• Creates General Rate Increase letters, including creating and loading new rates into the 3GTMS system.
• Participates in weekly financial meetings addressing EDI-related items, collections-related items, and pricing approval requests.
• Provides financial and account-level analysis during weekly meetings, identifies issues requiring follow-up, and works with the appropriate internal teams to drive resolution.
• Supports pricing approval meetings by providing financial analysis, account performance information, margin impact, and other supporting information necessary to evaluate pricing requests.
• Performs detailed shipment analysis for current shipments with negative margin while identifying cost-saving initiatives and opportunities that benefit both the customer and ProTrans.
• Performs individual track analysis to identify potential loss of revenue or overpayment. Also identifies system gaps that may be causing either issue.
• Reviews account financial performance and identifies opportunities to improve revenue, margins, and overall profitability.
• Makes amendments to service agreements as needed or required.
• Reviews exception reports to identify potential incorrect billings and works with appropriate teams to resolve billing discrepancies.
• Assists in maintaining data integrity across various internal and external sources.
• Updates hierarchy as needed for various activities, including carrier changes, OD-pair changes, and mode/type/service adjustments.
• Identifies and implements continual improvement initiatives to enhance the performance of the position, team, and company.
• Develops and maintains effective working relationships with Commercial, Sales, Procurement, Supply Chain Management, Operations, and other internal teams to support customer and company financial objectives.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

Bachelor’s degree from an accredited four-year college or university and a minimum of four years of relevant experience in transportation, financial analysis, pricing, or a related field. Demonstrated experience analyzing account financial performance, identifying profitability opportunities, and independently managing complex financial or pricing activities is required.

LANGUAGE SKILLS

This position requires the ability to read, write, and speak fluently in English.