Vertical Careers, Inc.

Financial Analyst for growing 3PL, Warehouse/Distribution company

Vertical Careers, Inc. - Mira Loma, CA

FINANCIAL ANALYST JOB DESCRIPTION

Our client is a growing third-party logistics (3PL) company with decades of experience in Warehousing, Distribution, Consolidation and Transportation. They are looking for talented professionals who can help them stand at the forefront of the logistics industry today

Scope of Responsibilities:

  • Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately.
  • Identifies trends and developments within the Operation and various profit centers and presents the findings to senior management.
  • Creates financial pricing models for new potential customer RFP’s (request for proposals) and for re-rating of existing customer agreements. This person is the finance lead and works with multiple sources to efficiently pull together accurate RFPs for transportation and distribution customers.
  • Performs financial forecasting and reconciliation of internal accounts.
  • Conducts special studies to analyze complex financial actions and prepares recommendations for policy, procedure, control, or action.
  • Analyzes financial information to determine present and future financial performance.
  • Identifies trends and recommends improvements accordingly.
  • Evaluates complex profit plans, operating records, and financial statements.
  • Establishes databases of pertinent information for use in analyzing future plans and forecasts.
  • Makes recommendations to management regarding cost saving or profit generating opportunities and profitability improvement strategies.
  • Coordinates with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans, acquisition activity, new business planning, trended future requirements, government requirements, and operating forecasts.
  • Has knowledge of commonly-used concepts, practices, and procedures within the finance and accounting field.
  • Collaborates heavily with operational leadership to provide quality tools to expedite and improve decision-making.
  • Position is full time and on-site.

Qualifications/Requirement:

  • Bachelor's Degree (B.A) from a four-year college or university
  • 2+ years of Financial Analyst preferably within similar industry experience
  • Advanced computers skills with MS Excel and experience with MS PowerPoint, Access and MS Word software.


Posted On: Thursday, August 12, 2021
Compensation: up to $80K (Flex DOE)



Position Contact
Eva Chiu
Managing Partner| Executive Search
(626) 608-5228
eva@vertical-careers.com,

Eva Chiu has 20 years of specialized staffing and recruitment expertise. Eva is known for her energy, enthusiasm and passion for connecting the right people with the right opportunities whereby helping you "Step Up in the World!" Her dedication to providing the highest quality service to both clients and candidates is one of her strongest attributes. Prior to Vertical Careers, Eva spent nearly 10 years with one of the nation’s largest specialized staffing firms first, as an account manager, and then as an executive recruiter specializing in accounting and finance professionals, achieving numerous accolades, including:

  • Superstars 2003, 2004 (Account Manager)
  • Superstars 2005, 2006, 2008, 2009 & 2010 (Executive Recruiter)
  • Rookie of the Year 2005 (Executive Recruiter)
  • Southern California Executive Recruiter of The Year 2006
  • Platinum Club 2006, 2008 & 2010 (Top 5%)
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