Summary

The Finance Specialist is responsible for assistance with the annual budgeting plan and the monthly SAP close process and consolidated financial reporting. This position is responsible for maintaining an effective standard-based cost accounting system to reduce costs and improve overall profitability, for driving the process of indirect cost allocation and to oversee the Transportation centers of excellence. The Finance Specialist leads monthly forecasting, planning & analysis, building of annual budget plan, and provides oversight to the shared service team’s reconciliation of standard costs to actual costs. He/she will also assist in capital expenditure financial analysis for the fleet and transportation hubs. The position is located at the company’s corporate headquarters in Philadelphia, PA, or in Elmsford, NY or South Brunswick, NJ.

Responsibilities

Forecast, Planning, & Analysis:

• Prepare HQ workbooks & decomp files - used for budget meetings, reviews, uploads, & documentation.
• Coordinate meetings with HQ leaders to assist with bottoms up build and preparing for business plan reviews.
• Input data into the OPEX budget model and review output.
• Provide guidance business partners for line haul, fuel, tolls, and labor, and capital expenditures.
• Depreciation budgeting for the business.
• Compile forecast data, provide recommendations, coordinate meetings with HQ leaders to discuss changes to the rolling estimate.
• Supports Finance by providing analytical and forward-looking metrics and reports. Maintain Analytics databases.

Monthly Operating Results:

• Review monthly journal entries and accruals for compliance with GAAP and for reasonableness.
• Analyze monthly, quarterly, and annual financial results comparing against key. performance indicators such as Plan, historical results, and other specified benchmarks.
• Prepare financial presentations for senior leadership meetings.
• Assist with the coordination of the annual financial statement audit with external auditors.
• Prepare ad-hoc financial reports by collecting, analyzing, and summarizing account information and trends.
• Provide general ledger/cost center account coding, Invoice and PO Generations, Pricing, and Costing Update Support.
• Drafting of accounting procedures prepared in accordance with GAAP.
• Help document standard operating procedures, as necessary.
• Review of prepared (by shared service function) monthly account reconciliations and exposure reports.

Coordinate external partner requests & responses:

• External Consultants - compile & review requested data for CMV fleet.
• Coordinate & execute any required payments.
• Insurance renewals - compile & review requested data from brokers.
• Compile data for quarterly System Health Metrics and annual Financial Survey.

Technical Skills:

• Understanding of one or more functional domains (sales, commercial, supply chain, finance, HR, etc.) is a plus.
• Understanding of bottler operations is a plus.
• Comfortable expressing ideas to organizational leaders and presenting information to executive teams in a clear, concise manner.
• Advanced Excel Skills.
• Experience with data modeling and building reports and dashboards (preferred).
• Data warehouse – SAP HANA or SQL a plus.
• Reporting toolset - Tableau or Microsoft Power BI, Margin Minder (Salient) are pluses.

Qualifications

• At least 3-5 years of relevant experience.
• Bachelor’s degree in finance, Accounting, Economics, Computer Information Systems.
• Knowledge of generally accepted accounting principles (GAAP).
• Proficient oral and written communication skills.
• Excellent organizational and computer skills in a Microsoft Windows environment. Must include Excel and skills in database management and record keeping.
• Knowledge of SAP required.

The Finance Specialist must also possess the following traits:

• Excellent interpersonal and communication skills and ability to work well as part of a corporate accounting and finance team.
• Strong aptitude for reporting systems and desire for process improvements required.
• Ability to exercise sound judgment and take initiative in resolving problems and making recommendations.
• Must be highly disciplined, results-oriented and self-motivated.