Financial Analyst

Join our Accounting Team! In this role as a Financial Analyst you will manage all assigned pricing activities and ensure all are completed accurately and timely. You will work closely with operations and sales to complete the pricing. Responsible for reviewing profitability by customer and performing ad hoc financial analysis as needed. They will also be involved in the monthly financial reporting of the business.

Essential Functions/Specific Responsibilities:

• Owns and manages the pricing analysis and bid management strategies and database.
• Help develop and maintain a comprehensive RFP and spot bid pricing engine that allows staff to quickly assess potential business for likely win %, estimated potential profit, high and low range of COH (cost of hire), and facilitates efficient bid management.
• Develops a historical view of key pricing components and develops theories on future direction.
• Connects success and failure rates from prior efforts to current projects which includes reviewing the profitability of awards after going live to understand are we obtaining the margin as expected.
• Develops a strong foundation of our competitive landscape relating to winning contract and spot business and translates this knowledge to commercial sales partners.
• Understands our enterprise strategies to win market share and business and supports that effort from a fact-based perspective
• Evaluates the risk profile of a piece of business from a potential profit/loss perspective as well as credit.
• Brings unique and outside the box perspective to business problems
• Identifies opportunities to maximize performance and results across our business.
• Understands our buying patterns, strengths and weaknesses of fleet development and applies that to bid efforts strategically
• Identify and collaborate with operations, sales, and applicable leaders of those groups
• Perform Month-end Financial Reporting of the business

Skills Required for Success:

• Microsoft Office Skills
• Attention to Detail
• Communication
• Time Management

What job qualifications do you need to bring?

• Minimum 4-year Bachelor’s degree; MBA or CPA is preferred
• 5+ years of accounting and finance experience
• Thorough knowledge of accounting principles and procedures
• Experience with general ledger functions and month end/year end close processes
• Strong technical background in accounting systems and MS Excel; Microsoft Great Plains experience is preferred but not required
• Ability to work in a fast paced team environment with attention to detail
• Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service
• Exemplify great communication and organizational skills, as well as an eye toward continuously improving the way we do things.
• Knowledge of transportation management systems and the transportation environment a plus
• Proficient in Microsoft Office Suite

Why PTI? Take a look at PTI’s advantages and apply today:

• Excellent company culture with generous work/life balance, family first mindset. (We would not be who we are today without our employees!)
• Standard 1st shift Monday - Friday
• Work from home (hybrid work schedule)
• Health, dental, and vision insurance
• Employer contributions to your Health Savings Account
• Short term disability and long-term disability
• 100% company paid life insurance
• 401k Retirement Savings with company match
• Profit sharing potential
• Paid Time Off and company paid holidays
• Drive Your Wellbeing program (third party nurse partner available at no cost to you for financial, emotional, and physical wellbeing support)
• Financial Counseling program
• Employee Assistance Program
• Ongoing training and employee development opportunities
• Education Assistance Program for master’s degree