Duties and Responsibilities
Accounting & Financial Operations
- Maintain the general ledger and prepare recurring and ad hoc journal entries.
- Reconcile bank accounts, credit cards, and subsidiary ledgers on a monthly basis.
- Assist with month‑end and year‑end close processes, ensuring accuracy and timeliness.
- Process accounts payable and receivable, including vendor payments and customer invoicing.
- Ensure compliance with GAAP, internal controls, and company policies.
- Support audits and tax filings by preparing schedules, documentation, and analyses.
Transportation, Logistics & Pricing Support
- Ensure accuracy of weekly invoicing to customers for logistics services.
- Provide financial and analytical support for transportation and logistics operations, including outbound freight programs.
- Support pricing strategies through rate tools, cost models, and margin analysis in collaboration with Finance and Operations.
- Monitor freight costs and operational KPIs to ensure alignment with financial and service goals.
Analytics, Reporting & Business Intelligence
- Develop, maintain, and own dashboards and reporting tools (e.g., Excel, Power BI) that track financial and operational performance.
- Analyze data to identify trends, variances, risks, and improvement opportunities.
- Present clear, actionable insights to leadership and cross‑functional stakeholders.
Project Management & Process Optimization
- Lead and coordinate internal logistics, finance, and operations initiatives from planning through execution.
- Manage timelines, stakeholders, and deliverables across multiple departments.
- Audit workflows, document SOPs, and implement process improvements to drive consistency and efficiency.
- Support change management efforts to ensure adoption and compliance at the field level.
Required Skills and Abilities
- Strong knowledge of accounting principles (GAAP) and financial controls.
- Advanced analytical and problem‑solving skills with high attention to detail.
- Proficiency in accounting systems (e.g., Dynamics) and Microsoft Excel; Power BI experience preferred.
- Ability to manage multiple priorities, meet deadlines, and work effectively in a fast‑paced environment.
- Strong project management and organizational skills.
- Excellent written and verbal communication skills, with the ability to present data clearly.
- High ownership mentality with the ability to collaborate across departments and organizational levels.
Education and Experience
- Bachelor’s degree in Accounting, Finance, Business, Supply Chain, or a related field, or equivalent work experience.
- Minimum of 3 years of experience in accounting, financial analysis, logistics, or related operational roles preferred.
Physical Requirements
- Prolonged periods of sitting at a desk and working on a computer.
- Ability to travel approximately 25–40% to operational sites, warehouses, or field locations as needed.
- Comfortable working in both office and field/warehouse environments.
- Ability to lift up to 15 pounds occasionally.