The Role
The Sr. Financial Analyst will analyze financial data, develop reports, assist in budgeting, and ensure financial integrity while collaborating with cross-functional teams.
Summary Generated by Built In
Summary/Objective:
This role requires a highly analytical person with the ability to collect, analyze and interpret quantitative data, create meaningful reports, and make sound business recommendations to management. A collaborative problem-solver, he/she will understand the numbers and the broader business context around them. Effective communication with cross functional team, specifically finance and operations is key for success.
Essential Functions:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Core Behaviors:
Demonstrate to comply with Custom Goods’ Core Behaviors:
This role requires a highly analytical person with the ability to collect, analyze and interpret quantitative data, create meaningful reports, and make sound business recommendations to management. A collaborative problem-solver, he/she will understand the numbers and the broader business context around them. Effective communication with cross functional team, specifically finance and operations is key for success.
Essential Functions:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Query and analyze data for vehicle related processes
- Develops, tracks, and reports on division and relevant agency KPIs
- Develop automated solutions for analysis around important operational needs
- Assist in the development of financial projections including the annual budget, gathering the necessary information/backup, and presenting the results
- Analyze financial results and variances and prepare various internal financial reports
- Ensure financial integrity by reviewing financial statements and performing analysis to identify errors and explain variances.
- Develop and monitor key performance indicators and related metrics to drive analytics throughout the organization
- Participate in monthly closing process and identify and investigate material variances
- Strong modelling skills, identifying key drivers, and leading indicators
- Measures margin trends and analyze variances to budget
- Power BI implementation, development, and reporting
- Support Operation teams with reviewing system entries
- Perform other duties and ad-hoc reporting as assigned
- Build cooperative working relationships with stakeholders & be a process partner for the business
Core Behaviors:
Demonstrate to comply with Custom Goods’ Core Behaviors:
- Servant Leadership
- Passion for Excellence
- Integrity
- Resilient
- Intense Safety Focus
- Trust
Required Education and Experience
- BA/BS in Business, Finance, Accounting or related field, MBA a plus
- 3 or more years of previous financial planning and analysis or directly relevant professional experience
- Advanced Excel knowledge required, as well as effective utilization of other Microsoft Office tools such as PowerPoint, Word, Teams, Outlook
- Hands-on self-starter committed to getting the job done with the ability to work effectively both individually and cross-functionally as part of a team
- Able to manage multiple and changing priorities
- Detail oriented, well organized, reliable, professional, personable, enthusiastic
- NetSuite and Power BI experience a plus, experience with other ERP and business intelligence tools also acceptable
This commitment extends to all aspects of Custom Goods’ employment practices including, but not limited to, recruiting, hiring, promoting, transferring, compensation, benefits, training, leaves of absence, termination, and other terms and conditions of employment.
Top Skills
Excel
MS Office
NetSuite
Power BI
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The Company
What We Do
Custom Goods is a full-service logistics company with a refined focus on Warehousing, Transportation, and Custom Examination Sites, with over 30 warehouses nationally. We are uniquely positioned to offer comprehensive logistics solutions with a personal touch. We serve our customers one shipment at a time by challenging ourselves to be the benchmark service provider of customized supply chain solutions with our strategic anchors: Data-Driven, Personal Touch, and Timely Customer Solutions. Our core values underpin us as individuals, and as a company, we place people at the center of all we do. We have established over 60 years of rich experience and deep relationships following these values. As a number one strategic partner, our customers benefit from our unrivaled dedication to customer excellence.
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