Manage journal entries, detailed review and general ledger research to ensure all possible billing opportunities are captured
Expense and Revenue accruals, fixed asset classification & depreciation and deferred revenue knowledge
Variance explanations vs forecast; annual plan review and completion
Ensure the financial integrity of location results and coordinate between headquarters and the field
Oversee customer invoicing, revenue posting, and monitor monthly aging reports
Provide account over view analysis for leadership review based on key financial metrics
Develop and manage financial forecasting, business planning, and branch performance analysis
Perform monthly forecasting and annual planning
Collaborate with Direct Customer Logistics (DCL), Group Logistics Manager (GLM) and Logistics Manager (LM) to identify opportunities for cost and productivity improvements
Act as a financial advisor to General Managers and operational teams
Support new account startups, internal controls, billing procedures, and customer reporting processes
Conduct operations audits to ensure Sarbanes-Oxley compliance
Provide financial training to operations staff on policies, procedures, and financial tools.

Bachelor’s degree in Accounting or Finance; Master’s Degree (MBA/Finance) preferred
Minimum of 5 years of experience in finance and accounting functions (including Inventory Management and Controls, Financial Analysis and Planning, Financial Reporting, Accounts Payable, Accounts Receivable, Fixed Assets (depreciation and useful life analysis), Deferred Revenue and Billing)
Strong understanding of income statements, balance sheets, and financial reporting, including financial metrics
Advanced computer/spreadsheet knowledge in Excel such as analyzing large data sets, vlookups/hlookups, SUMIFs, creating pivot tables, filtering options and waterfall charts
Intermediate level skills with MS Word and MS PowerPoint and publishing complete presentations
Experience with leveraging AI for analysis & creating financial workpapers and templates thru Copilot
Functional knowledge of WMS systems and a working understanding of supply chain management and logistics processes.

Finance Segment Manager

Key skills