The purpose of this role is to assist in the management of financial matters for the business unit.
This includes profit and loss analysis, balance sheet review, forecast and budget review and reporting, month end close support and reporting, and involvement in ad hoc financial analysis to control expenses and aid in the improvement of financial performance.
This position has daily interaction with operational sites and interacts with the Accounting Department and other various functional departments to provide commercial and financial support to operational sites and the business unit.
Detailed Job Description
Operational Support (50% of job responsibility)
Assist assigned locations with month-end close issues.
Assist in the management of the monthly close for the business unit
Facilitate the development of monthly forecasts and annual budgets for assigned sites; review site submissions and provide relevant feedback
Analyze the financial performance of assigned locations; analyses should include financial results interpretation and narrative explanation of significant variances in performance against budget and forecast; analyses and commentary should provide conclusions and actions which will improve performance
Assist with the development and train site managers in sound commercial and financial processes
Review sites working capital position with a focus on outstanding accounts receivable; inquire about and help to resolve collection issues
Commercial Support (20% of job responsibility)
Provide financial support and analysis to Business Development and Operations teams in the development of commercial pricing proposals
Participate in an active and contributing role with Operational site management teams in decisions that help minimize financial and commercial risks
Analyze and approve capital expenditures for new business and replacement capital; evaluate and recommend appropriate financing method (buy vs. lease)
Liaison with Purchasing, Real Estate and Contract Administration and Operating teams to ensure that commercial and financial risks and exposures are highlighted
Control and Governance (15% of job responsibility)
Ensure accounting controls and policies are being applied appropriately
Review balance sheet accounts
Understand Management Incentive Plan and provide related analysis and reporting
Reporting (15% of job responsibility)
Contribute toward the development of the business unit forecast on a monthly basis
Contribute toward the consolidation and development of the annual budget for the business unit
Contribute toward the development and completion of monthly management reporting to include the trading document, corporate consolidation reporting, new business, corporate commentary, etc.
Bachelors degree - Finance or Accounting Degree
CPA or MBA (desired)
1-3 years of experience in Finance and/or Accounting
Required: Prior experience in financial analysis
Desired: Prior experience in a logistics or warehousing business
Ability to address customer issues (both internal and external)
Ability to deal with complex commercial issues
Strong analytical skills
Strong people skills - ability to interact with various functions
Strong communication skills - verbal and non-verbal
Ability to prioritize multiple projects
Strong systems skills:
Oracle and Essbase
Microsoft Excel and Word
Access and/or other databases
Exel - 18 months ago
Exel is the leading contract logistics provider in the Americas thanks to the hard work of 40,000 associates at more than 500 sites...