Job Details

Financial Analyst

We are seeking a Financial Analyst with 4+ years of experience to support financial reporting, analysis, and decision-making through strong Excel modeling and effective use and development of NetSuite and Power BI in a private equityowned company in the transportation sector. This role sits at the intersection of finance, systems, and analytics, with a primary focus on building and maintaining Excel-based financial models supported by NetSuite and Power BI data.

The ideal candidate is highly analytical, detail-oriented, and comfortable translating raw financial and operational data into structured models and insights for stakeholders.

Key Responsibilities

• Develop, maintain, and enhance complex Excel-based financial and operational models (forecasting, cash flow, budgeting, variance analysis, scenario modeling)
• Extract, build, validate, and reconcile financial data from NetSuite, including saved searches, workflow and standard financial reports
• Partner with finance and business stakeholders to understand reporting and modeling requirements
• Build and support financial reporting and analysis using Power BI, including data validation and dashboard interpretation.
• Ensure data accuracy and consistency between Excel models, NetSuite, and BI outputs
• Improve existing reporting and modeling processes through automation and best practices
• Document model logic, assumptions, and data sources
• Assist with ad hoc analysis and special projects as needed

Required Qualifications

• 5+ years of experience in FP&A or corporate finance
• Strong working knowledge of NetSuite
• Advanced Microsoft Excel skills for financial modeling
• Experience with Power BI and Qlik
• Strong PowerPoint and executive communication skills
• Solid understanding of P&L, balance sheet, and cash flow dynamics
• Ability to operate independently

Preferred Qualifications

• Experience with weekly cash reporting and liquidity forecasting
• Exposure to bank reporting and covenant tracking
• Experience in multi-entity organizations
• Working knowledge of SQL or Snowflake

What Success Looks Like

• Forecasts are reliable, timely, and actionable
• Leadership trusts your judgment and insights
• Financial visibility improves across the organization
• FP&A operates as a forward-looking strategic partner

We offer medical, dental, vision - 1st of month after hire, Employee Assistance Benefit, Enhanced Benefits (STD, LTD, Critical Care), Paid Holidays, Paid Time Off.