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Sr Financial Analyst

Company:
R+L Carriers
Location:
Ocala, FL
Posted:
May 25, 2025
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Description:

Description

Senior Financial Analyst is responsible for the company’s periodic financial forecasting, annual budgeting process, operating plan variance analysis and special projects within the FP&A team. The position will provide financial consulting and strategic support to senior-level and frontline management leveraging complex financial models and analysis, management reporting, and developing executive level presentations.

Senior Financial Analyst responsibilities and essential job functions include, but are not limited to the following:

Analyze business operations, trends, costs, revenues, financial commitments and obligations to project future revenues and expenses or provide financial advice to internal Business Partners

Examines and analyzes accounting records, financial statements, or other financial reports to assess accuracy, completeness and conformance to reporting and procedural standards; monitoring and reporting key performance indicators and for historical performance and opportunities for growth.

Manage and counsel senior leadership through the annual planning process

Partner with stakeholders to assist in producing the annual budget, periodic forecasts, and strategic reporting and analytical support

Prepare accurate reports, variance analysis and commentary as part of the monthly forecasting

Prepares and maintains long-term capital planning, with a focus on understanding underlying business drivers, modeling ROI related to acquisitions and guiding leadership through major investment decisions

Prepares and/or verifies a variety of complex financial, statistical, and narrative statements and/or reports requiring extensive analysis and interpretation of data

Prepares detailed and complex financial models to project financial targets and effectively communicate actionable guidance to senior leadership

Provides actionable analysis and insights to drive strategy development and facilitate decision-making

Support of FP&A processes, with assistance in establishing the vision and executing on the fuller implementation of the FP&A

Supports strategic initiative implementations and other special projects and duties as assigned

Utilize the teams Business Intelligence tool (Power BI and Oracle EPM) to design new custom reporting for enhanced decision analysis

Qualifications, Knowledge, Skills, and Abilities:

Bachelor's degree in Finance, Accounting, Business Administration or related field

5+ years’ experience working in Financial Planning and Analysis (FP&A) or related experience; transportation and logistics industry a plus

Experience with Financial Management and Business Intelligence software; Power BI preferred

Experience with McLeod and Cargowise Transportation Management software a plus

Strong knowledge of generally accepting accounting practices (GAAP) and relevant regulations

Advanced Excel knowledge required; Macro and coding knowledge (VB.NET) preferred

Excellent analytical skills with the ability to create and implement business process improvements

Must possess the ability to meet deadlines, work well under pressure, prioritize work, handle multiple tasks, and maintain discretion on confidential matters

3+ years of accounting experience utilizing ERP systems; Oracle Cloud experience preferred

Exceptional communication and problem-solving skills with the ability to use sound judgment when making independent decisions

Ability to read, write, and speak English fluently

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