Senior Financial Analyst

About the role

The Senior Financial Analyst will own the end-to-end financial planning and analysis for transportation initiatives at ShipBob. This role owns the preparation of monthly and quarterly financial forecasts, performs detailed variance analysis, and translates complex financial data into clear narratives for executive leadership. The hire will act as the primary financial partner to the Transportation team, ensuring that all models, assumptions, and insights are rigorously documented and aligned with company goals. This position drives data-informed decision-making by building robust dashboards, conducting margin analysis, and highlighting key performance drivers. The Senior Financial Analyst will also synthesize board-level materials, providing concise and accurate reporting that supports strategic investment decisions. Success in this role is defined by the ability to merge technical financial expertise with proactive problem-solving to deliver actionable recommendations. The role demands ownership of process improvements, ensuring that financial models remain scalable, transparent, and aligned with best practices.

Key facts

What you'll do

• Conduct comprehensive monthly and quarterly analysis on transportation initiatives, communicating key performance drivers, variances, and trends to senior management.
• Partner with cross-functional stakeholders to strategize and report on weekly performance, with a specific focus on Transportation metrics and timely insights into shifts in ship costs and margins.
• Manage end-to-end relationships with the Transportation team to build bottoms-up forecasts, identify areas of risk, and surface opportunities for optimization.
• Support the development, implementation, and maintenance of models and processes that underpin new strategic transportation initiatives.
• Prepare the annual operating plan by collaborating closely with the Transportation team to build appropriate plans and targets, and translating them into the financial budget.
• Prepare monthly and quarterly financial reporting presentations for investors and the board, highlighting key business metrics, budget versus actual variance, and other relevant trends.
• Provide in-depth study of key operational business metrics, develop detailed margin analysis, and communicate findings and recommendations to business partners.
• Utilize advanced professional knowledge, business acumen, and financial concepts to develop, improve, and automate models and procedures.
• Complete continuous improvement and automation initiatives for existing files and processes, identifying feasible workarounds for complicated files and manual steps.
• Continuously work with management to steer improvements in the company's approach to developing key strategies and ensuring alignment with financial objectives.
• Proactively provide solutions to business needs in creative and effective ways, analyzing and helping to optimize investments behind key company strategies.
• Network with stakeholders across the organization to gain a deeper understanding of core objectives and how financial planning can best support their achievement.
• Own the maintenance and enhancement of financial models used for transportation planning, ensuring accuracy, scalability, and ease of use.
• Perform ad-hoc analysis and support special projects as required by senior leadership and cross-functional partners.

Requirements

• Bachelor's degree in business, Finance, or a related degree.
• 3PL or relevant experience in Transportation is required.
• 3-5 years of experience in FP&A or another related field.
• Must have excellent financial modeling skills and a strong understanding of financial statements.
• Excellent communication and presentation skills, with the ability to convey complex financial concepts to various stakeholders.
• High comfort level with Microsoft Excel, Word, and PowerPoint.
• Strong attention to detail and high ownership for delivering accurate and timely financial insights.
• Proven ability to work independently and collaboratively in a fast-paced, dynamic environment.

Nice to have

• Experience with supply chain or logistics technology platforms.
• Familiarity with third-party logistics (3PL) cost structures and billing models.
• Prior experience in a fulfillment or e-commerce operations finance role.

Practical notes

• This is a remote position based in the United States.
• The role reports to the FP&A Manager.
• The position involves frequent interaction with cross-functional teams and requires strong time management to meet reporting deadlines.