Financial Analyst

About the position

The Financial Analyst will support company growth and help establish it as a leader in trucking payment solutions. This role requires strong financial skills, analytical thinking, and a tech-savvy, team-oriented mindset.

Responsibilities

• Company-wide reporting and data analysis
• Assisting with month-end close
• Preparing and monitoring budgets
• Creating and maintaining financial models
• Identifying trends and anomalies in large datasets
• Develop an intimate knowledge of our products, system capabilities, & industry
• Develop and produce internal reporting on transactions and multiple financial metrics
• Prepare annual budgets and periodic forecasts when necessary
• Create and maintain KPI dashboards to measure department and company metrics
• Create and enhance customer pricing and profitability models
• Assist in preparing month-end financials and other materials for executives and stakeholders
• Analyze transactional data to identify trends across a customer or the industry
• Develop and monitor ROI reporting for internal projects and other investments
• Analyze large data sets for completeness, accuracy, and consistency among other data
• When necessary, develop reporting/analytics to help monitor and/or reconcile data
• Focus on continuous process improvement and identifying areas for automation
• Other projects as assigned

Requirements

• Bachelor's degree in a related field
• 1-3 years of relevant experience
• Proficient in Excel and Microsoft Office
• Experience with business intelligence tools (Power BI/Tableau preferred)
• Familiarity with financial statements and accounting software/ERP
• Planning and budgeting software experience preferred
• Strong communication skills, both verbal and written
• Detail-oriented, organized, and able to multitask
• Comfortable working independently in a fast-paced environment
• Able to interact with all levels of an organization
• Flexible, professional, and able to handle pressure
• Strong problem-solving skills using multiple data sources
• Ability to handle confidential information responsibly

Nice-to-haves

• B2B payment or transportation industry experience preferred, but not required