Associate Analyst, Financial Planning & Analysis

Job Number: 12030

External Description:

About This Role

We are seeking a detail-oriented Financial Planning Analyst to oversee monthly forecasting, cost variance reporting, and financial planning for Warehousing and Freight operations. This role is responsible for maintaining accurate accounting entries, evaluating freight rates across business units, and leveraging data analytics tools like Power BI to deliver actionable insights and KPI reports to leadership.

Key Responsibilities

Responsibilities include, but are not limited to: 

• Support the month end closing & reporting processes to ensure accuracy of financial reporting
• Complete timely account reconciliations and ensure their quality complies with Carrier standards
• Maintain accounting standard work documentation of system processes, configurations, and procedures to ensure knowledge continuity
• Support monthly forecasting and annual plan processes for Warehousing and Freight costs
• Analyze and recommend appropriate freight rates for all BU product lines
• Utilize Power BI and/or other tools to analyze large data sets and create KPI reports
• Review and report on Logistics cost variances each month to leadership
• Review and analyze productivity plans, forecasts, and reporting
• Special ad-hoc projects as assigned

Required Qualifications:

• Bachelor's degree in Accounting, Finance, Economics, and/or Business Administration
• 2+ years of experience in Finance or FP&A

Preferred Qualifications:

• Solid foundational understanding of US GAAP, month-end close workflows, and account reconciliation standards.
• Demonstrated experience with monthly variance analysis, operational cost tracking, and financial forecasting.
• Proficiency in advanced Excel (e.g., complex formulas, data modeling, pivots) and business intelligence tools (e.g., Power BI or Tableau).
• Prior financial planning or cost-analysis experience supporting Supply Chain, Logistics, Warehousing, or Freight operations.
• Hands-on experience extracting and manipulating large datasets across enterprise ERPs (e.g., SAP, Oracle, Hyperion/Essbase).
• Proven track record of automating or simplifying legacy reporting, standard work documentation, and close cycles.
• Strong cross-functional business partnering skills with the ability to translate complex cost variances into clear insights for leadership.

Applicants must be legally authorized to work in the United States. We are unable to offer sponsorship for employment visa status for this position.

Job Number: 30221415

Community / Marketing Title: Associate Analyst, Financial Planning & Analysis

Location_formattedLocationLong: Indiana, US