Share this Job

Senior Financial Analyst

Date: May 11, 2021

Location: Ontario, California, US, 91761

Company: Neovia Logistics Services


Functions as a business partner, responsible for providing budgeting, forecasting, and analysis support to management of assigned client groups.  Works closely with business leaders to drive operational efficiencies that result in improvement in the financial results of the company.  Provides relevant insightful information to identify trends that will impact near-term operating results and help predict future financial outcomes, hence assisting the business with decision-making.


  • Prepares annual business plan and quarterly forecasts for assigned client groups.
  • Prepares special financial reports and/or performs special projects to improve efficiencies and performance, as assigned by management.
  • Provide insightful reports and analysis on a monthly basis to explain variances against budgets and forecast that is accurate, comprehensive and credible to help the leadership teams understand and manage the business.
  • Collaborates with customers (e.g., Logistic Site Managers or Functional Group Managers) with regards to financial results and serve as the first point-of-contact for issues and questions.
  • Participates in external audit processes, such as providing explanations and reports and investigating any issues.
  • Works closely with Finance and Accounting team during month-end close to ensure smooth and timely financial close, analysis and reporting for assigned client groups.
  • Works closely with business leaders to identify and manage changes in the business.
  • Assists with the new business acquisition and existing business renewal process in collaboration with Finance and other Business Managers.
  • Initiates and prepares capital expenditure requests according to company policy for assigned client groups.
  • Cross-trains as back-ups for other staff in the case of crises.
  • Identifies trends in financial performance and providing recommendations for improvement.
  • Coordinates with other members of the finance team to review financial information and forecasts.
  • Ensures the delivery of exceptional customer service and tangible outputs. Relies on industry standards, best practices, and qualitative and quantitative data to support and/or refine methodologies.
  • Performs other responsibilities as assigned, including overnight and/or international travel (when requested).


  • Bachelor’s degree in Accounting or Finance required. MBA preferred.
  • Minimum 5 years of experience with targeted financial planning and analysis and other related areas.
  • Previous accounting or financial analysts with a blend of experiences including accounting and operations/commercial support roles.
  • Experience with SAP and BPC preferred.


Work is primarily sedentary. Sits comfortably to do the work; however, there may be some walking, standing, bending, or lifting item weighing up to 15 pounds.


  • Strong Excel skills.
  • Understanding of accounting processes, procedures and internal controls.
  • Good general business acumen.
  • High standards relative to character and personal integrity.
  • Ability to deliver innovative solutions.
  • Establish and maintain effective relationships at all levels of the organization, and with external vendors and regulatory agencies.
  • Excellent written, verbal, and presentation skills with the ability to swiftly shift approach based on audience.
  • Ability to communicate complex issues/solutions in a manner that is easily understood and actionable despite the audience.
  • Ability to perform well within a fast-paced, deadline-driven and team-oriented environment that requires the management of multiple projects at once, without compromising quality and service levels.
  • Ability to operate and influence at a strategic level, maintain composure and professionalism, deliver results, despite organizational noise.
  • Ability to maintain confidentiality of extremely sensitive data at all times.
  • Must have strong analytical skills, ability to work independently, have exceptional interpersonal and organizational skills and pay specific attention to details.

Nearest Major Market: Riverside
Nearest Secondary Market: Los Angeles