We are looking for a finance leader to strengthen planning, reporting, and performance analysis for our operations in Ontario, California. This role will guide monthly financial close activities, deliver clear business insights, and support budgeting and forecast development in a fast-moving distribution environment. The ideal candidate brings strong analytical judgment, advanced modeling skills, and the ability to translate financial results into practical recommendations for operational leaders.
Responsibilities:
- Lead the monthly reporting cycle by preparing management reports, highlighting performance trends, and explaining key differences against budget and prior-year results.
- Oversee account analysis and close-related activities, including accrual reviews, reconciliations, and alignment of forecast data with the general ledger.
- Evaluate profitability across customers, products, delivery routes, and sales channels to identify risks, opportunities, and margin improvement strategies.
- Monitor operating and financial metrics such as gross margin, transportation efficiency, delivery cost measures, and receivables performance.
- Partner with teams across operations, sales, and fleet management to gather assumptions and convert business drivers into actionable financial plans.
- Contribute to the annual budget and rolling forecast process across revenue, expenses, margin, and cash flow expectations.
- Build and refine driver-based models covering pricing, volume, product mix, fuel, labor, and fleet maintenance costs.
- Perform scenario planning and sensitivity analysis to assess the financial impact of changing business conditions, including route changes, fuel costs, and customer demand shifts.
- Improve reporting workflows by documenting model logic and increasing automation to reduce reliance on manual spreadsheet processes.
- Provide well-supported financial data and analysis for audits, lender requests, investor reporting, and other ad hoc business decisions.
- Bachelor’s degree in finance, accounting, economics, or a related discipline.
- At least 8 years of experience in FP&A or financial analysis, preferably within distribution, logistics, manufacturing, or another operationally complex environment.
- Advanced Microsoft Excel skills with strong capability in financial modeling, pivot tables, lookups, and data validation.
- Solid understanding of how budgets and forecasts connect across the income statement, balance sheet, and cash flow statement.
- Ability to communicate financial variances, business trade-offs, and recommendations clearly to non-finance stakeholders.
- Strong attention to detail with experience reconciling data across accounting and reporting systems.
- Experience with financial systems and data tools, with working knowledge of Power BI, SQL, or similar reporting technologies.
- Background in budgeting, forecasting, and management reporting within a margin-focused business environment.
