Carter LOGISTEED Express, Inc. | Carter LOGISTEED Logistics, LLC.
Job Description: Senior Accountant/Financial Analyst
Department: Accounting Job Status: Full-Time Reports to: Accounting Manager
POSITION SUMMARY
We are seeking a highly motivated and analytical finance professional to join our team as a Senior Accountant / Financial Analyst. This role combines accounting, financial reporting, budgeting, forecasting, and financial analysis to support accurate results, business planning, and strategic decision-making. The ideal candidate will bring strong accounting knowledge, advanced analytical skills, and the ability to turn financial data into meaningful insights for leadership and cross-functional teams.
ESSENTIAL DUTIES and RESPONSIBILITIES:
- Prepare and post journal entries, accruals, and account reconciliations.
- Support monthly, quarterly, and annual close processes.
- Analyze general ledger activity and investigate variances.
- Maintain balance sheet schedules and supporting documentation.
- Assist with audits, internal controls, and compliance requirements.
- Support cash management, fixed assets, and other accounting functions as needed.
- Assist with annual budgeting, forecasting, and financial planning activities.
- Perform variance analysis and provide insights into financial performance.
- Analyze revenue, expenses, profitability, and operational trends.
- Develop financial models and ad hoc analyses to support business decisions.
- Partner with department leaders to monitor performance and identify opportunities for improvement.
- Develop and maintain financial reports, dashboards, and KPI metrics.
- Create and enhance Power BI reporting to provide actionable business insights.
- Improve reporting efficiency through automation and process enhancements.
- Support ERP system improvements and cross-functional projects.
EDUCATION:
- Bachelor’s degree in accounting, finance, or related field.
EXPERIENCE:
- 3-7 years of progressive accounting, financial analysis, or FP&A experience.
COMPUTER SKILLS:
- Advanced Microsoft Excel skills, including PivotTables, XLOOKUP, Power Query, and financial modeling.
- Strong understanding of accounting principles, financial reporting, budgeting, and forecasting.
- Experience with ERP systems; Microsoft Dynamics 365 Finance & Operations experience preferred.
- Experience with Microsoft Power BI, dashboard development, and data visualization preferred.
OTHER REQUIREMENTS:
- Strong analytical and problem-solving skills.
- Excellent attention to detail and accuracy.
- Ability to manage multiple priorities in a fast-paced environment.
- Effective communication and collaboration across all levels of the organization.
WORK ENVIRONMENT:
This is an office position within our crossdock facility. You will need to follow all correct and proper PPE requirements set for entering the dock area. Such as but not limited to, wearing a reflective vest, shirt, or jacket, and steel toe shoes or shoe coverings.
At Carter LOGISTEED Express, Inc. | Carter LOGISTEED Logistics, LLC. we provide a fair and equal employment opportunity for all Team Members and candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Carter LOGISTEED Express, Inc. | Carter LOGISTEED Logistics, LLC. hires and promotes individuals solely based on qualifications for the position to be filled and business needs.
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Application Question(s):
*
This position does not offer relocation assistance at this time. Do you currently live within 25 miles of Anderson, Indiana?
- Do you have advanced experience using Microsoft Dynamics 365 for financial reporting and general ledger management?
- Do you have at least 3 years of Financial Planning and Analysis experience?
- How comfortable are you with the following in Power BI?
- Power Query (data transformation)
- DAX formulas and measures
- Data modeling and relationships
- Publishing and sharing reports
- Row-level security
- Refresh scheduling
- What kind of role are you looking for? This role will be a combination of senior accounting and financial analysis?
Work Location: In person
