Financial Analyst – Customer Dedicated

Financial Analyst – Customer Dedicated

Reports To: Analytics & Tech Support Manger

Location: Querétaro, QRO Mexico

Environment: Hybrid (after first 6 months)

Work Schedule:

This position is full-time and onsite Monday through Friday from 8:00 AM to 5:00 PM

Who We Are:

Recognized by Gartner in their Modern 4PL Market Guide, Redwood Logistics is at the forefront of industry innovation. Our cutting-edge supply chain technology pairs with the expertise of our brilliant minds to empower logistics execution across North America and Mexico.

Leveraging a comprehensive range of services, data-centric network solutions, and a seamlessly integrated platform, we have established our prominence as a key player in the mid-market segment within the freight tech industry.

Whether you’re just starting your career or are an established professional looking for your next opportunity, Redwood inspires innovation across teams to provide transformative solutions for our customers.

How You Make a Difference Everyday:

Financial & Operational Analysis

• Support recurring financial and operational reporting for the enterprise customer and Redwood leadership.
• Analyze transportation spend, premium freight, carrier costs, accessorials, and operational trends across locations, carriers, and modes.
• Identify and explain cost variances and operational drivers impacting transportation performance.
• Support budget, forecast, accrual, and variance analysis, including actual transportation spend versus customer budget and forecast.

Customer & Finance Stakeholder Support

• Support customer finance and accounting stakeholders with accrual support, transportation cost analysis, and plant, carrier, and shipment-level financial reporting and visibility.
• Support reconciliation and investigation of invoice, accrual, routing, and rating discrepancies impacting operations, reporting, or freight audit processes.
• Support root-cause analysis and comparison of customer transportation spend and performance trends versus market conditions.
• Respond to reporting requests, financial questions, and operational cost inquiries from both customer and Redwood leadership teams.

• Support month-end reporting, business reviews, and recurring operational and financial review meetings with customer stakeholders.

Freight Audit & TMS Contract Management

• Support reporting and data requirements tied to the customer’s third-party freight audit provider.
• Assist with carrier setup, contract updates, rate validation, and routing guide quality checks.
• Support maintenance of customer-owned carrier contracts, routing guides, and rating structures within the TMS.
• Support reconciliation and investigation of invoice, accrual, routing, and rating discrepancies impacting operations, reporting, or freight audit processes.
• Support root-cause analysis and comparison of customer transportation spend and performance trends versus market conditions.

Reporting & Process Improvement

• Support continuous improvement initiatives focused on reporting quality, data accuracy, financial process efficiency, and account performance.

What We’re Looking For

• Bi-lingual in English and Spanish. Strong communication skills both orally and written
• 2+ years of business experience in a bi-lingual environment in financial analysis, reporting, transportation operations, or supply chain support, preferably within transportation, logistics, 3PL, or freight audit environments.

• Bachelor’s degree preferred in Finance, Accounting, Business, Supply Chain, Analytics, or related field.
• Strong analytical, organizational, and problem-solving skills.
• Strong communication skills with the ability to work directly with customers and internal stakeholders.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong Excel skills required.
• Experience with carrier contracts, routing guides, transportation rating, or TMS configuration preferred.

What Success Looks Like

• Accurate and timely financial and operational reporting
• Improved visibility into transportation spend, account performance, and market trends
• Strong support for customer finance, freight audit, and operational stakeholders
• Accurate governance of carrier contract, routing, and rating data
• Continuous improvement of reporting quality, data accuracy, and financial processes

Tools You Will Use:

• Microsoft Excel & Office Suite
• Power BI
• Infios / MercuryGate TMS
• Zendesk
• Sharepoint

• Bi-lingual in English/Spanish; proficient level for verbal and written communication

What We Offer:

• Access to experts and resources for your Learning & Development journey
• Opportunity for internal mobility
• Employee referral bonus program
• Employee Resource Groups (ERGs)
• Annual fundraising and volunteer events to give back to communities
• Life Insurance policy for you starting 30 days after employment
• Personal Health Insurance coverage for you – Major Medical
• 30 days “Aguinaldo” Christmas bonus or prorated percentage your first year
• Vacation time starting at 12 days. Additional days will increase per Mexican Law
• Premium Vacation 50% vacation days (Prima vacacional)
• You will also receive benefits like Saving Plan (Fondo de Ahorro) and Grocery Card (Vales De Despensa) 6% or the Maximum amount by Mexican Law
• You will be provided a Cell Phone Allowance of $800 pesos per month minus applicable taxes

Redwood is an equal opportunity employer. Employment decisions at the Company are based on individual merit, qualifications, abilities, and the Company’s needs and resources. The Company does not discriminate in recruiting, hiring, compensation, promotions, discipline, termination or any other aspect of employment on the basis of an individual’s actual or perceived race, color, creed, religion, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity, national origin, ancestry, citizenship status, age, disability, marital status, military service or status, genetic information, arrest and conviction record, credit history, or any other basis protected by applicable law.