Senior Financial Analyst - FP&A

JOB SUMMARY : The Senior Financial Analyst will develop an understanding of all aspects of the Chassis Business and play an integral role in the FP&A daily, weekly, and monthly reporting processes.

The analyst will need to apply strong analytical and interpersonal skills to provide insight and analysis on business trends to the various departments FP&A supports within TRAC.

The analyst will also need strong technical abilities to assist with the monthly close process.

ESSENTIAL JOB FUNCTIONS : The list of essential functions, as outlined herein, is intended to be representative of the tasks performed within this classification.

It is not necessarily descriptive of any one position in the class. The omission of an essential function does not preclude management from assigning duties not listed herein if such duties are a logical assignment to the position.

Daily and Weekly Reporting and Analysis

• Responsible for the maintenance of financial models and calculations used to prepare the income statement and other financial reports
• Prepares and distributes variance analysis reporting between current week results vs. prior period and Budget / Forecast
• Develops relationships with various teams within TRAC to gather information used to calculate revenue and expense assumptions
• Prepare, validate, and distribute a weekly key metrics dashboard to leadership
• Manage and coordinate reporting process for all daily, weekly, and monthly chassis usage activity
• Proactively monitors, analyzes, and identifies discrepancies related to chassis usage, revenue, and expense items

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties

OTHER JOB FUNCTIONS & RESPONSIBILITIES : The below statements are intended to describe the general nature and scope of work being performed by this position.

This is not a complete listing of all responsibilities and / or duties required. Other duties may be assigned.

Monthly Reporting and Analysis

• Lead process to produce and distribute a full current month income statement to Leadership prior to the monthly accounting close
• Process involves working with FP&A and other teams to gather, reconcile and consolidate data to calculate a total company net income
• Final net income is presented in detail with an analysis completed for each assumption
• Once accounting close is complete, prepare and distribute business segment and customer profitability and key metric reporting
• Perform research and analysis on ad-hoc requests as required

Assist in the Monthly Close Data Load process into OneStream (Corporate Performance Management Software)

• Prepare and load various revenue, expense, and key metrics into OneStream
• Validate data after finishing OneStream load process
• Resolve and troubleshoot any issues during close / OneStream load process

REQUIRED QUALIFICATIONS :

• A minimum of a bachelor's degree is required, preferably with a major in Business, Finance, or Accounting. An MBA or other financial certification is preferred
• A minimum of three years analytical or related business experience required
• Proficiency in OneStream or other corporate performance management systems
• Must have proven competence in data mining, analysis, and modeling capabilities, expertise in Excel (including Pivot tables and V-lookups)
• Working knowledge of income statement, balance sheet and cash flow required
• Strong Excel modeling skills
• Must possess excellent analytical, conceptual, communication and interpersonal skills, in addition to the ability to think creatively
• Must be extremely detail-oriented, accurate, and inquisitive
• Must work well in a collaborative, dynamic and matrix environment
• Ability to function effectively in a fast paced, team-oriented work environment
• Ability to work independently as well as contribute to the overall success of the team
• Ability to meet deadlines and prioritize workloads.
• Flexibility to quickly adapt to change
• Must be able to competently handle competing, multiple tasks simultaneously

WORK ENVIRONMENT : Hybrid

DIRECT REPORTS : No Direct Reports

PHYSICAL REQUIREMENTS : Please see below :

• Regularly required to sit, walk and stand
• Occasionally will lift items up to 10 lbs.

The above job is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions and perform any other related duties, as assigned by their supervisor.

All employment is "at-will" as governed by the law of the state where the employee works. It is further understood that the "at-will" nature of employment is one aspect of employment that cannot be changed except in writing and signed by an authorized company officer.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)