The Role
Perform monthly close tasks and journal entries, analyze operating and financial data, build forecasts, KPIs, and dashboards, provide variance analysis and ad hoc reporting, consult with operations and senior management to recommend process improvements and cost optimization.
Summary Generated by Built In
Position Summary:
A Penske Logistics Sr. Financial Analyst is responsible for data mining and analysis, presentation of results, consulting and recommending process improvements and special projects. The position provides support to functional organizations as well as senior management. The analysis includes preparing financial presentations, analyzing operating data and other ad hoc reporting. This is a hands-on role that requires the analyst to work directly with multiple organizations by getting involved to understand and improve the business.
Schedule: Monday - Friday 8am - 5pm (Hybrid)
Location: Irving, TX
Major Responsibilities:
- Perform required monthly financial close related activities including preparing required journal entries to ensure accuracy and compliance
- Analyze financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes
- Develop, update and monitor key performance indicators and key financial metrics or dashboards, highlighting trends and analyzing variances, to understand and be able to communicate the financial health of each location
- Work with the operations team to develop forecasts, and reporting, including financial performance, variance explanations, and cost analysis
- Provide senior management and the operations team with in-depth financial analysis of actual spend to drive insights on trends, investment areas and opportunities to optimize costs, driving better decision making
- Deliver ad hoc reporting and analysis
- Perform other duties as assigned
Qualifications:
- Bachelor's Degree in Accounting or Finance or other business related field
- 3-7 years of experience in financial planning, analysis, or modeling
- Strong data analytics and mining skills required
- Logistics/Operations experience preferred
- Must be able to exercise moderate independent judgment with direction from supervisor
- Advanced Microsoft Excel skills required; Advanced use of MS Access or other Database tools beneficial
- Detail oriented and highly analytical, able to translate data and trends into clearly understandable messaging
- Highly organized and self-motivated individual with a strong work ethic and ability to thrive as part of a financial management team
- Strong understanding of the importance of hands on collaboration with the Operations team and the personnel at the Area, Region and Corporate levels
- Quality program certification (Six Sigma, ISO, LEAN, etc.) preferred
- Some travel is required
- Complete Penske employment application, submit to a background investigation (to include past employment, education, and criminal history) and drug screening are required
Physical Requirements:
- The physical and mental demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- The associate will be required to read, communicate verbally and/or in written form, remember and analyze certain information, and remember and understand certain instructions or guidelines.
- While performing the duties of this job, the associate may be required to stand, walk, and sit. The associate is frequently required to use hands to touch, handle, and feel, and to reach with hands and arms. The associate must be able to occasionally lift and/or move up to 25lbs/12kg.
- Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.
Penske is an Equal Opportunity Employer
About Penske Logistics
Penske Logistics engineers state-of-the-art transportation, warehousing and supply chain management solutions that deliver powerful business results for market-leading companies. With operations in North America, South America, Europe and Asia, Penske and its associates help businesses move forward by increasing visibility and driving down supply-chain costs. Visit Penske Logistics to learn more.
Skills Required
- Bachelor's Degree in Accounting, Finance, or related field
- 3-7 years of experience in financial planning, analysis, or modeling
- Strong data analytics and data mining skills
- Advanced Microsoft Excel skills
- Advanced use of MS Access or other database tools
- Logistics/Operations experience
- Quality program certification (Six Sigma, ISO, LEAN, etc.)
- Ability to exercise moderate independent judgment with supervisor direction
- Highly organized, detail oriented, and able to collaborate with operations teams
- Some travel required
- Complete employment application, background investigation, and drug screening
Penske Logistics Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Penske Logistics and has not been reviewed or approved by Penske Logistics.
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Retirement Support — Retirement options include a 401(k) and, in some driver roles, a 100% company‑funded pension that provides strong long‑term value. These retirement features are described as rare and valuable within certain assignments.
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Leave & Time Off Breadth — Paid vacation, holidays, and sick leave are part of the standard package, with some roles offering PTO starting on day one. Time‑off provisions are consistently presented alongside core benefits.
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Healthcare Strength — Medical, dental, vision, and hearing coverage are complemented by telemedicine, mental‑health support, and disability options. FSAs/HSAs and wellness resources contribute to broad healthcare coverage.
Penske Logistics Insights
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The Company
What We Do
Penske Logistics is a Penske Transportation Solutions company. We provide supply chain management and logistics solutions to leading brands around the world. Penske Logistics delivers value through its design, planning and execution in transportation, warehousing, freight management, and dry-van truckload services. Penske offers customized supply chain and logistics solutions including: Dedicated Contract Carriage; Distribution Center Management; Freight Management; Freight Brokerage; Transportation Management Solutions (TMS); Lead Logistics Provider (LLP), Control Tower and 4PL Solutions. We serve a variety of industries including: automotive; food, beverage, grocery, wine and spirits; cold chain; convenience and drug stores; quick service restaurants (QSRs); retail; big box retailers; building and construction products; CPG; healthcare; industrial manufacturing; consumer appliances and consumer electronics; and many others.
