Purpose/Job Function:
The Financial Analyst provides financial insights to the organization through trend analysis, development of client reporting and performance review. The Analyst supports organizational leadership through reporting improvements.
Essential Functions:
- Primary focus and responsibility for providing support for all Financial Planning & Advising (FP&A) activities.
- Supports the financial close with preparing forecasts, models, and analyses for revenue, expenses, metrics, KPIs, and other performance indicators.
- Maintains a working knowledge of current revenue recognition standards (i.e., ASC 606).
- Learns and executes PowerQuery, PowerBI and PowerAutomate to drive efficiencies in gathering and transforming disparate systems data sources into streamlined financial processes and output.
- Maintains and leverages current ERP reporting capabilities, table and field structure of the ERP's database.
- Assists with preparing the month-to-month forecasts and the annual budget.
- Prepares the weekly KPIs for the ELT and SLT calls.
- Updates monthly, quarterly and annual reporting packages and presentations.
- Compiles and publishes the monthly Customer Activity Report (CAR).
- Updates and publishes the monthly New Revenue Report.
- Assist with the monthly manual billing as needed.
- Assist with the monthly commissions calculation, learning and becoming permanent full capability.
- Compiles and presents one production Business Unit monthly financial package and two support units (to be assigned Q4 2021).
Qualifications and Requirements:
- Working knowledge of US GAAP
- Financial modeling knowledge
- Analytical and problem-solving skills
- Effective verbal and listening communications skills
- Attention to detail and high level of accuracy
- Time-management skills
- Proven ability to manage multiple tasks and flexibility to adjust priorities
- A fully signed and executed copy of the most current AFS Business Protection Agreement
Education/Experience:
- Bachelor's degree in Finance, Economics, Accounting, or other related field of study required
- Two or more years in an FP&A role or similar function
- Advanced Excels skills required
- ERP experience preferred
- CMA or MBA a plus
Working Conditions: This position will sit in front of a computer for long hours at a time and may cause eye irritation or even muscle strain.
This position does not require any strenuous or physical activity.
Customary Work Hours: 8:00 A.M. to 5:00 P.M., Monday through Friday. Position may require extended hours including evenings and weekends for special events.
What We Do
We know agility and analytics-driven decision-making are critical to your business’ success. Your ability to apply those principles into your logistics have become foundational to your success and your businesses success to adapt and grow. Having AFS’s logistics experts in your corner, enabled by our technology and unique model, will give your business the edge to win.
AFS combines a data-driven approach with time-tested skills to drive measurable savings and optimize essential elements of your logistics operations. With decades of industry experience and thousands of client engagements, you’ll find that our team’s unrivaled insight, proven processes and dynamic application of analytics run through our entire portfolio of services, including freight audit and payment, parcel, LTL and transportation management services.
Today, we provide differentiated logistics services to over 1,800 customers and employ more than 380 logistics teammates across seven locations with one focus — to ensure your company’s success.
