The Financial Analyst will play a critical role in supporting the company's financial health and strategic direction. Based in Fort Worth, Texas, and reporting directly to the Controller in the Finance Department, this position is responsible for driving the budgeting process, analyzing financial performance, preparing reports, developing pricing models and offering strategic guidance to leadership. The ideal candidate will possess strong analytical skills, a collaborative mindset, and a passion for continuous improvement in financial processes.
Key Responsibilities:
- Financial Planning & Budgeting: Lead the company’s annual budgeting process, collaborating with department heads and senior leadership to set financial targets and ensure alignment with strategic goals. Develop and maintain detailed financial forecasts and long-term plans to guide business decision-making.
- Financial Analysis: Conduct in-depth financial analysis, providing actionable insights to leadership on key performance indicators (KPIs), financial trends, profitability, and cost management. Identify areas of financial risk or opportunity and present findings with recommended actions.
- Reporting & Forecasting: Oversee the preparation of monthly, quarterly, and annual financial reports for internal and external stakeholders. Provide timely and accurate forecasts to predict financial performance, ensuring the company can make informed decisions.
- Strategic Decision Support: Work closely with executive leadership, offering financial insights and recommendations to guide key strategic decisions. Provide financial modeling for new projects, acquisitions, or business expansion plans.
- Performance Monitoring: Implement and maintain systems to track financial performance against budget, forecast, and historical results. Ensure variances are understood and addressed in a timely manner.
- Process Improvement: Continuously evaluate and improve financial planning and analysis processes, leveraging technology and best practices to enhance efficiency, accuracy, and effectiveness.
- Cross-Functional Collaboration: Collaborate with other departments, such as operations, sales, and marketing, to ensure alignment on financial goals, cost control, and forecasting accuracy.
- Customer Pricing Models: Develop and maintain pricing models tailored to customer needs, ensuring alignment with company profitability targets and competitive market conditions. Work with sales and marketing teams to evaluate customer-specific pricing strategies, considering factors such as volume, discounts, and contract terms.
- Ad hoc Analysis: Provide ad-hoc financial analysis and support for various business initiatives and projects, including profitability assessments, pricing strategies, and new product or service evaluations.
Qualifications:
- Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- Experience: Minimum of 3-5 years of experience in financial planning and analysis. Experience in a fast-paced, high-growth company or industry is highly preferred.
- Technical Skills: Advanced proficiency in financial modeling, Excel, and ERP systems (e.g., SAP, Oracle, NetSuite, Dynamics Business Central). Experience with financial planning software (e.g., Adaptive Insights, Hyperion) is a plus.
- Strategic Thinking: Strong business acumen with the ability to assess and interpret financial data to drive strategic business decisions. Ability to think critically and strategically, balancing short-term financial performance with long-term objectives.
- Communication Skills: Excellent verbal and written communication skills, with the ability to present complex financial information to both financial and non-financial stakeholders in a clear and concise manner.
- Attention to Detail: Strong attention to detail and a high level of accuracy in all financial analysis and reporting.
- Problem-Solving: Ability to identify financial issues and opportunities, propose solutions, and implement necessary changes to improve financial performance.
Additional Attributes:
- Ability to thrive in a dynamic, fast-paced environment and manage multiple priorities effectively.
- Strong interpersonal skills and the ability to work collaboratively across functions.
- A proactive, results-driven mindset with a focus on continuous improvement.
Why Join Us:
- Be part of a forward-thinking company with a strong financial foundation and ambitious growth goals.
- Lead a talented and driven team in a high-impact role.
- Competitive compensation, benefits package, and opportunities for professional development.
- Join a faith-based logistics company with a unique culture that emphasizes both professional and spiritual growth. We are committed to supporting our employees in their career development while fostering a workplace environment that nurtures personal and spiritual growth.
If you are a strategic financial leader with a passion for driving business results and empowering teams, we would love to hear from you. Apply today to join our team!