Apply on Employer Site

WWEX Group · 1 day ago

Senior Financial Analyst

Dallas, TX

Full-time

Onsite

Mid, Senior Level

2+ years exp

WWEX Group is a finance organization seeking a Senior Financial Analyst who will play a crucial role in financial modeling, reporting, and analysis. The SFA will prepare budgets, develop forecasts, and partner with business leaders to provide strategic recommendations based on financial insights.

Freight ServiceLogisticsTransportation

Hiring Manager

Melanie Epperson

Responsibilities

Prepare annual operating plan (budget) and monthly reforecast for Revenue, Margin, and Op Ex

Continuously improve financial model structure and capabilities to support operating plan and forecasting process by operating market and LoB

Develop multi-year forecast for Worldwide Express through understanding key business drivers, industry trends, and cross-functional partnership with various business leaders

Monitor progress and present operational metrics both internally and externally

Support the month-end close process: BOD financial package, variance research/explanation, actualizing models, and various reporting dashboards (Flash)

Assist in pro-forma financial statements and EBITA adjustments of acquired markets

Utilize financials systems (Hyperon, Great Plains) to load forecast, extract data, and structure financial statements

Partner with business leaders on operational and strategic issues as they arise; provide strategic recommendations to VP and Director based on financial analysis, forecasting projections, and revenue/expense analysis

Engage cross functional teams to align financial management with short- and long-term financial planning and projections

Partner with Business Intelligence teams in terms of analysis of additional revenue generators, customer patterns, cost mitigation strategies, etc

Assist in the preparation of executive presentations, including Monthly Financial Reviews, CEO presentations, Board of Directors (Worldwide Express and Equity Partners) materials and other presentations for key stakeholders

Prepare insightful presentations for senior management to concisely summarize performance targets and progress toward initiatives by individual business markets and LOB

Other duties as assigned