Vertical Careers, Inc.

Senior/Financial Analyst for growing 3PL, Warehouse/Distribution company

Vertical Careers, Inc. - Mira Loma, CA

Sr. /Financial Analyst Job Description

Job Title: Financial Analyst or Sr. Financial Analyst DOE
Department: Finance
Reports To: Sr. Director of Finance
FLSA Status: Exempt

Summary: Compiles and analyzes financial information for an organization by performing the following duties.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

  • 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.
  • Creates and analyzes monthly, quarterly, and annual reports. Assists in the monthly close process to ensure financial information has been recorded accurately.
  • Tracks financial and operating status by monitoring variances from plan.
  • Identifies trends and developments within the Operation and various profit/cost centers and presents the findings and recommended improvements to senior management.
  • Performs weekly financial forecasting and reconciliation of internal accounts.
  • Conducts special studies to analyze complex financial actions and prepares recommendations for policy, procedure, control, or action.
  • Prepares timely and accurate reports, plans, and forecasts for internal and external constituents.
  • Analyzes financial information to determine present and future financial performance.
  • Collaborates with operational leadership to analyze, prepare (bottom up approach) and present the annual financial plan and capital budget.
  • 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 including the ROI.
  • 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 and can apply 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. 

Supervisory Responsibilities

This job has no supervisory responsibilities.

Education and/or Experience

Bachelor's degree (B. A.) from four-year college or university; 3+ years related experience and/or training; or equivalent combination of education and experience. Preferably with 3PL, Logistics, Transportation or Warehouse/Distribution industry experience.   

Computer Skills

MAS 500 Accounting software, MS Excel, MS PowerPoint, Access and MS Word software.

Posted On: Thursday, August 12, 2021
Compensation: up to $95K DOE/Disc Bonus



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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