Job Title: Financial Analyst

Location: Charleston, SC

Reports To: FP&A Manager

Department: Finance

Position Summary:

The Financial Analyst will support the FP&A Manager in key financial operations, including the preparation and distribution of financial reports, performance analysis, and cross-functional coordination with Finance, Sales, and IT teams. This role plays a vital part in improving financial processes and ensuring timely, accurate reporting.

Responsibilities include supporting annual budgeting and reforecasting, conducting OPEX and departmental cost analyses, and providing structured sales data and business insights to leadership. The analyst will also maintain a schedule of recurring weekly, monthly, quarterly, and annual deliverables to ensure consistent and timely reporting. Additionally, this role will identify opportunities for process efficiency and performance improvement.

The ideal candidate will have experience working with professional teams that perform related finance and business activities and will be skilled in data analysis, financial reporting, and the development of tools and templates that enhance reporting accuracy and completeness.

Key Responsibilities

• Prepare and distribute recurring financial reporting packages (monthly, quarterly)
• Analyze business operations and sales data to identify trends and opportunities.
• Review financial and business data to recommend efficiency improvements.
• Perform departmental cost allocation reporting
• Act as a liaison between Finance and IT to support system enhancements and reporting needs.
• Assist in managing system implementations that impact financial reporting and operations.
• Deliver ad hoc reports and financial presentations on short notice.
• Train and advise other staff on findings and new business practices.
• Perform additional duties as assigned.

Education

• Bachelor’s degree in Finance, Accounting, or Business Administration (required)
• Other finance certifications like CFA or CPA (a plus)

Experience

• Ideal candidate will have at least two years of related professional work experience. (Internship experience will be included as work experience.)
• Experience with ERP systems (required)
• Experience with Data Analysis and Finance software such as Power BI, Tableau, Snowflake (preferred)
• Exposure to ERP or system migration projects (preferred)
• Background in logistics or transportation industry (a plus)

Skills & Abilities

• Advanced Excel skills required, including pivot tables, lookups, nested formulas, data analysis tools, and automation
• Strong analytical and financial modeling skills
• Proficient in financial systems, databases, and reporting tools
• Ability to define metrics and performance indicators for finance/business operations
• Comfortable working independently and in team settings
• Strong communication and presentation skills across various audiences
• Capable of handling high-priority projects and tight deadlines
• Public speaking and effective presentation delivery skills are essential