Sr. Financial Analyst

Our client, a leader in the 3PL and logistics space, is looking for a Sr. Financial Analyst to lead financial planning, performance analysis, and reporting for operations in the Temecula, CA area. This role partners closely with cross-functional leaders to guide budgeting, forecast business outcomes, and turn financial results into practical recommendations that support profitability and service excellence. The ideal candidate brings strong experience in cost analysis, cash flow oversight, and client-focused financial support within a fast-paced operating environment.

Responsibilities:

• Lead the annual budget process and coordinate timelines across departments to ensure plans are completed accurately and on schedule.

• Build financial forecasts and scenario models that support company objectives, operational planning, and long-term decision-making.

• Prepare and maintain monthly profit and loss reporting, investigate unusual variances, and resolve issues before executive review.

• Oversee capital expenditure planning, manage approval workflows, and track fixed asset activity across multiple sites.

• Monitor cash position and short-term liquidity needs, identifying risks early and recommending actions to maintain financial stability.

• Develop and track key performance indicators that measure operational efficiency, margin performance, and month-end close effectiveness.

• Partner with operations leadership to assess client-level revenue, startup costs, and expected profitability for new and existing business.

• Review invoicing accuracy against client rate agreements, support billing processes when needed, and ensure sound cost allocation across accounts.

• Analyze labor, warehouse, transportation, fulfillment, and vendor-related expenses to uncover savings opportunities and improve cost control.

• Recommend updates to financial policies, agreements, and team structure to support evolving business needs and operational growth.

Qualifications:

• 5+ years of experience in a senior finance or financial leadership role, preferably within a 3PL, logistics, transportation, or brand environment.
• Strong command of budgeting, forecasting, profit and loss management, variance analysis, and financial modeling.
• Demonstrated ability to interpret financial results, identify trends, and present actionable recommendations to business leaders.
• Experience supporting client profitability analysis, contract or rate review, and invoice validation in a multi-client operating model.
• Working knowledge of cost drivers related to labor, warehousing, transportation, and fulfillment operations.
• Proficiency with Microsoft Office applications, especially Excel, along with experience using financial planning tools such as Workday Adaptive.
• Effective written and verbal communication skills with the ability to build trusted relationships across departments.
• Highly organized and adaptable, with the ability to manage shifting priorities and meet deadlines in a fast-paced environment.

Compensation

$110,000.00-$140,000.00 Yearly

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