Financial Analyst

Position Summary

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The Financial Analyst - FP&A & Accounting supports the Finance Manager / Controller across management reporting and analysis, month-end accounting, financial planning and forecasting, and finance-focused Power BI reporting. The role owns recurring management reports, assigned account reconciliations, financial analyses, and dashboard maintenance while supporting the broader close, budget, and forecast cycles.

The successful candidate will combine strong analytical judgment, a sound accounting foundation, and practical reporting-system capabilities to translate financial and operational data into clear business insights.

Role Allocation and Accountability

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The role is organized into four responsibility areas. Ownership refers to recurring activities the Financial Analyst is expected to complete independently and deliver on time. Support responsibilities remain under the overall direction and approval of the Finance Manager / Controller.

Key Responsibilities

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1. Management Reporting & Analysis | 35%

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Own recurring management reporting and convert financial and operational results into clear explanations of performance, risks, and actions.

Ownership and Responsibilities

• Own the preparation, validation, and timely distribution of recurring monthly management reports and analytical schedules.
• Prepare actual-versus-budget, actual-versus-forecast, and prior-period variance analysis with concise explanations of key drivers.
• Analyze revenue, gross margin, operating expenses, working capital, cash flow, and relevant operational KPIs.
• Perform root-cause analysis of material variances, data inconsistencies, and emerging trends; recommend follow-up actions.
• Prepare clear management commentary connecting financial results to operational developments and business decisions.
• Support the Finance Manager / Controller with executive reporting, presentations, and ad hoc decision-support analysis.

Key Deliverables

• Monthly management reporting package delivered accurately and on schedule.
• Variance commentary identifying key financial drivers, risks, and required actions.
• Recurring KPI and trend analysis for management review.
• Accurate and decision-ready ad hoc financial analysis.

2.

Accounting & Month-End

Support | 35%

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Provide structured accounting support while independently maintaining assigned reconciliations, account analyses, and month-end schedules.

Ownership and Responsibilities

• Own assigned balance-sheet reconciliations, general-ledger schedules, roll forwards, and supporting documentation in accordance with the monthly close calendar.
• Review assigned accounts for unusual balances, unsupported transactions, aging items, and period-over-period movements; investigate and document findings.
• Prepare assigned accrual analyses, reclassification support, and account corrections for review and approval by the Finance Manager / Controller.
• Support the monthly review of the trial balance and general ledger by providing clear account composition and transaction-level analysis.
• Coordinate with accounting and business stakeholders to resolve ledger discrepancies and obtain missing support.
• Maintain organized audit-ready documentation and respond to assigned internal and external audit requests.
• Identify opportunities to strengthen account support, close documentation, and finance controls.

Key Deliverables

• Completed assigned reconciliations and account schedules by the established close deadline.
• Documented explanations and corrective-action follow-up for material or unusual balances.
• Accrual, reclassification, and correction support submitted for management approval.
• Accurate, complete, and audit-ready account documentation.

3. FP&A & Forecasting | 20%

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Support the planning cycle while owning assigned forecast analyses, financial models, and consolidation of business inputs.

Ownership and Responsibilities

• Own the collection, validation, consolidation, and version control of assigned budget and forecast inputs.
• Maintain assigned forecast models and analytical schedules for revenue, gross margin, operating expenses, working capital, and cash flow.
• Prepare forecast-versus-actual analysis and assess whether emerging trends require changes to assumptions or outlook.
• Work with department owners to challenge assumptions, document business drivers, and improve forecast accuracy.
• Support the annual budget, periodic forecast, and long-range planning processes under the direction of the Finance Manager / Controller.
• Prepare scenario analyses, sensitivity models, and business cases to evaluate financial impacts and management alternatives.

Key Deliverables

• Consolidated budget and forecast submissions with validated assumptions and documented changes.
• Updated financial models and planning schedules delivered according to the planning calendar.
• Forecast accuracy analysis and identification of significant risks and opportunities.

4. Power BI & Data Management | 10%

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Maintain reliable finance-focused Power BI reporting and improve the efficiency and consistency of recurring financial analysis.

Ownership and Responsibilities

• Own the routine maintenance and refresh validation of existing finance and operational Power BI dashboards.
• Validate report data, measures, calculations, filters, and outputs against source systems and approved financial results.
• Develop or enhance finance-focused dashboards and visualizations for recurring management reporting, where appropriate.
• Identify opportunities to automate recurring reports and reduce manual data preparation while maintaining appropriate controls.

Key Deliverables

• Accurate and refreshed Power BI finance dashboards available according to the reporting calendar.
• Documented validation of key measures and reconciliations to approved financial data.
• Completed dashboard enhancements and reporting automation improvements.

Essential Qualifications and Skills

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• Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field.
• 3+ years of experience in FP&A, financial analysis, management reporting, accounting analysis, or a comparable finance role.
• Strong understanding of financial statements, the trial balance, general ledger, account reconciliations, accruals, and month-end close activities.
• Demonstrated experience preparing management reports, variance analysis, budgets, and forecasts.
• Advanced Microsoft Excel skills, including complex formulas, PivotTables, data validation, financial modeling, and analysis of large datasets.
• Practical experience using Power BI to maintain reports, validate outputs, and create or enhance finance-focused dashboards.
• Ability to independently manage recurring deliverables, meet close and reporting deadlines, and escalate issues appropriately.
• Strong analytical judgment with the ability to identify financial drivers, investigate discrepancies, and communicate practical conclusions.
• Strong written and verbal communication skills, including the ability to explain financial results clearly and concisely to non-finance stakeholders.

Preferred Qualifications and Skills

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• Experience in a manufacturing, distribution, heavy-equipment, or other operationally complex environment.
• Experience with Microsoft Dynamics 365 Finance or another enterprise resource planning system.
• Experience analyzing inventory, working capital, cash flow, gross margin, and operational performance indicators.
• Experience supporting internal or external audits and preparing audit-ready schedules.
• Experience improving close, reporting, budgeting, forecasting, or management-reporting processes.
• Working knowledge of Power Query, DAX, data modeling, and automated reporting workflows.

Core Competencies

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• Ownership and accountability
• Analytical judgment and problem solving
• Accuracy and financial control
• Business partnership and communication
• Planning, organization, and deadline management
• Data quality and reporting discipline
• Continuous improvement mindset

REQUIREMENTS

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Terberg Taylor Americas is a joint venture between the globally recognized Royal Terberg Group and Taylor Group Inc., delivering world-class terminal tractors and logistics equipment across the Americas.

Headquartered in Miami, Florida, with manufacturing operations in Columbus, Mississippi, the company serves ports, distribution centers, transportation providers, and industrial customers through an extensive dealer and service network.

Terberg Taylor Americas is committed to innovation, quality, safety, and customer success, offering both traditional and electric terminal tractor solutions to support the evolving needs of modern logistics operations.