Financial Planning Analyst

Unclassified - Charlotte, NC

Full-time - Mid Level

Charlotte, NC

About the position

The Financial Planning Analyst at Odyssey Logistics & Technology Corporation plays a crucial role in the financial health of the organization. This position is responsible for the preparation of monthly financial reporting packages, which are essential for executive management review and distribution to the Board of Directors. The analyst will investigate key business issues and drivers, providing clear, concise, and timely analysis to support decision-making processes. Additionally, the role involves leading efforts associated with the company's annual budgeting process, ensuring that financial goals align with strategic initiatives. In this role, the Financial Planning Analyst will work closely with the finance team to model strategic initiatives and develop company analytics and procedures that maintain strong financials. The analyst will also maintain monthly profitability analyses by customer, assisting in the preparation of presentations for senior management and the Board, which include financial reporting, variance analysis, financial projections, and business cases for potential acquisitions. Furthermore, the analyst will review customer and project pricing proposals to ensure that hurdle metrics are achieved and provide financial support to the company's business unit financial teams as required. The position also involves liaising with all business units and the accounting group on financial and operating matters, responding to information requests from shareholders, and assisting with ad hoc requests and special projects as needed. This role is vital for ensuring that Odyssey continues to exceed customer expectations and innovate within the logistics industry.

Responsibilities

• Create monthly financial reporting packages for executive management review and for distribution to the Board of Directors.
• Investigate key business issues & drivers and provide clear, concise, and timely analysis.
• Lead efforts associated with the company's annual budgeting process.
• Work closely with finance team on modeling for strategic initiatives and development of company analytics and procedures for maintaining strong financials.
• Maintain monthly profitability by customer analysis.
• Assist in preparation of presentations for senior management and the Board of Directors, including monthly financial reporting, variance analysis, financial projections, annual budgets, business cases for potential acquisitions, and ad hoc projects.
• Review customer/project pricing proposals to ensure hurdle metrics are achieved.
• Provide financial support to the company's business unit financial teams as required.
• Assist with due diligence related to potential acquisitions pursued by the company.
• Liaise with all business units and the accounting group on financial and operating matters.
• Respond to information requests from the company's shareholders.
• Assist with ad hoc requests and special projects as needed.

Requirements

• BS degree in finance or accounting required.
• 4-7 years of professional experience in corporate finance environment.
• Advanced Microsoft Excel experience required (i.e. 'if' statements, pivot tables, xlookups, etc.).
• Strong quantitative / analytical skill set and strong financial modeling capability.
• Strong understanding of three financial statements and associated linkage.
• Excellent communication, organizational and interpersonal skills.
• Extremely detail-oriented, and ability to multi-task and prioritize with limited supervision.
• Ability to work effectively across organizational and functional boundaries and simultaneously manage several projects, meeting deadlines as established.

Nice-to-haves

• MBA

Benefits

• Choice of medical plans with FSA, HRA and HSA options
• Company-paid dental and life/disability Plans
• 401K with company match
• Preferred vendor discounts
• Competitive Paid Time Off