The Role
Analyzes financial and operational data, forecasts, budgets, capital expenditures, investments, and M&A opportunities. Develops financial models, evaluates performance trends, monitors KPIs, and presents recommendations to executives. Improves business processes and systems, validates data, automates reporting, and maintains Power BI dashboards. Collaborates with divisions, subsidiaries, vendors, and leadership on strategic initiatives, negotiations, and project execution.
Summary Generated by Built In
General Summary of Job Duties
The Business Analyst is responsible for analyzing current and past financial data and performance, identifying trends, and providing actionable recommendations to drive improvement. In this position, the analyst will support financial planning, budgeting, and analysis across multiple divisions, collaborating closely with Ultramar, NLI's business units, and subsidiaries. The analyst will evaluate revenues and expenditures to optimize cost structures and guide capital budgeting decisions for strategic projects.
The ideal candidate will be comfortable working both independently and alongside senior leadership (CEOs, CFOs, and other executives) to shape company-wide investment strategies and policies. By leveraging analytics and fostering vendor relationships, this role will ensure the effective execution of service strategies to support the company's growth objectives.
Specific Essential Job Duties
Financial Analysis & Strategy
- Analyze current and historical financial data to identify performance trends and areas for improvement.
- Prepare and present comprehensive evaluations, proposals, and recommendations to executive leadership, committees, board members, and other key stakeholders.
- Evaluate capital expenditures and depreciation schedules.
- Monitor KPIs and performance metrics to identify opportunities for growth and efficiency.
- Assist in exploring and analyzing investment opportunities.
- Support strategic initiatives by providing data-driven recommendations.
- Analyze monthly P&L reports, financial processes, systems, and procedures for accuracy.
- Identify and implement financial performance corrections based on trend analysis.
Systems & Process Improvement
- Analyze existing systems and processes to recommend and implement improvements.
- Gather, document, and analyze business requirements to support data-informed decision-making.
- Assist in automating reports and streamlining data collection processes.
- Ensure data accuracy and integrity by validating and cleaning data sources.
- Collaborate with staff to gather input and feedback concerning system needs.
- Develop and maintain Power BI dashboards and reports to track key performance metrics.
- Work with large datasets to extract meaningful insights and drive process improvements.
Stakeholder Collaboration & Reporting
- Collaborate with stakeholders across divisions and subsidiaries to understand business needs and translate them into actionable insights.
- Coordinate with teams cross-functionally to review financial information and forecasts.
- Present findings and reports to leadership teams, translating data into clear, actionable insights.
- Lead projects, prioritize multiple assignments, and excel in a fast-paced environment.
- Foster external partnerships and support contract negotiations with prospective partners.
Market & Investment Research
- Perform strategic M&A and investment analysis, due diligence, and transaction execution assessments.
- Conduct market research and competitor analysis to identify opportunities and risks.
- Research, gather, and disseminate competitive intelligence to assess the market.
General Responsibilities
- Abide by company HSEQ policies and procedures.
- This job description is not exhaustive; additional duties may be assigned as needed. This role may evolve in response to changes in industry practices and technological advancements.
Qualifications & Requirements
- Bachelor’s degree in accounting, finance, statistics, economics, information systems, computer science, business administration, or a related field required; master’s degree a plus.
- Minimum of three (3) years of professional experience in business or financial analysis, or an equivalent combination of education and experience.
- Mastery of Microsoft Office Products, including Excel, Word, Access, and PowerPoint.
- Experience using EPM/consolidation software, ERP systems, and business analytics tools considered a plus.
- Experience with Power BI Desktop and a moderate understanding of data structuring, relational data building, visual creation, and data interpretation highly preferred.
- Thorough understanding of project and process management.
- Strong analytical skills with strategic thinking and excellent relationship development skills to identify & execute M&A and joint venture projects successfully.
- Strong financial modeling skills, including discounted cash flow (DCF) valuation, forecasting, and accretion/dilution analysis.
- Deep understanding of accounting concepts related to P&L and balance sheets.
- Thorough understanding of generally accepted accounting principles (GAAP) and auditing standards.
- Ability to liaise with middle and upper NLI management for scope negotiation in a manner that upholds NLI values.
- Ability to positively interact and work collaboratively with a diverse group of people at all levels of the organization and across the globe. Genuine with high ethical standards and values and personal integrity and honesty.
- Ability to exercise sound judgement and discretion in handling proprietary and confidential information.
- Must be comfortable working independently as well as part of a team simultaneously on multiple projects.
- Strong communication and presentation skills, with the ability to translate complex data into executive-ready insights.
- Must have legal authorization to work in the United States on a full-time basis.
- Must be willing and able to travel regionally and internationally as required (Passport required).
Working Conditions
- This position is based in a professional office environment and requires prolonged periods of sitting and working at a computer.
- Work is typically performed in a climate-controlled setting with standard office equipment such as computers, phones, photocopiers, and filing cabinets.
- Occasional lifting of office supplies or documents weighing up to 25 pounds may be required.
- Minimal exposure to physical risk; however, employees must follow all company safety protocols, including proper ergonomic practices and general workplace safety procedures.
- May be required to attend safety briefings or training relevant to the maritime industry to support understanding of company operations.
- Must adhere to all workplace policies and contribute to a safe, organized, and professional office environment.
Skills Required
- Bachelor's degree in accounting, finance, statistics, economics, information systems, computer science, business administration, or a related field
- At least three years of professional experience in business or financial analysis, or equivalent education and experience
- Mastery of Microsoft Office, including Excel, Word, Access, and PowerPoint
- Experience with EPM/consolidation software, ERP systems, and business analytics tools
- Experience with Power BI Desktop and understanding of data structuring, relational data building, visualization, and data interpretation
- Understanding of project and process management
- Strong analytical, strategic thinking, relationship development, communication, and presentation skills
- Strong financial modeling skills, including DCF valuation, forecasting, and accretion/dilution analysis
- Deep understanding of accounting concepts related to P&L and balance sheets
- Understanding of GAAP and auditing standards
- Ability to negotiate scope with middle and upper management
- Ability to work collaboratively with diverse stakeholders across global operations
- Ability to handle proprietary and confidential information with sound judgment and discretion
- Ability to work independently and manage multiple projects simultaneously
- Legal authorization to work full-time in the United States
- Willingness and ability to travel regionally and internationally; passport required
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The Company
What We Do
John Norton established Norton & Co. in 1841, and we have since sprouted into the most reliable and longest-running ship agency in America. For over 180 years, our clients have depended on us to come through for them time and time again. Now Norton Lilly International, we have grown our modest roots into a dense, embedded network crisscrossing the Western Hemisphere, from Canada to Panama and Guam to the Caribbean. There is simply no replacement for our veteran perspective when it comes to success in professional maritime industries.
