Financial Analyst

Company Description

A.R. Savage & Son, LLC, a fourth-generation company with over 80 years of legacy, specializes in serving the global ocean shipping industry. Headquartered in Tampa, FL, the company offers ship agency services, ocean freight forwarding, and maritime advisory services. Recognized as one of the oldest maritime service providers in the United States, A.R. Savage & Son is known for its trusted partnerships with clients along Florida’s west coast and nationally. The company is committed to delivering expertise and personalized solutions to meet the needs of the maritime community.

Summary

The Financial Analyst is responsible for supporting financial reporting, job costing, budgeting, and forecasting activities across the organization. This role analyzes financial performance, prepares variance analyses, and partners with operations to provide insights that support decision-making and improve overall financial performance. The Financial Analyst will work cross-functionally and contribute to continuous improvement of financial processes and reporting.

Essential Functions

• Analyze financial performance and operational KPI, and compile and prepare reporting to support organizational decision-making.
• Prepare monthly, quarterly, and annual financial reports.
• Conduct monthly variance analysis comparing actual results to budget and forecast, identifying key drivers and trends.
• Collaborate in the preparation and maintenance of budgets and annual financial plans, ensuring alignment with organizational goals.
• Perform job costing analysis, including tracking costs, profitability, and variances by project/job.
• Partner with operations and department leaders to review financial performance and provide actionable insights.
• Develop and maintain financial models to support forecasting and business planning.
• Assist in improving financial reporting processes, systems, and data accuracy.
• Support month-end close activities in coordination with accounting team.
• Maintain knowledge of acceptable accounting practices and financial analysis techniques.
• Perform all other tasks and duties assigned.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field required.
• Minimum of 2 years of experience in financial analysis, accounting, or FP&A roles preferred.
• Strong analytical and problem-solving skills required.
• Highly organized, efficient, precise person to act as a liaison between multiple departments required.
• Transportation or logistics industry experience preferred.
• Strong intrapersonal skills with the ability to communicate effectively with persons from a wide degree of backgrounds and nationalities required.
• Excellent verbal and written communication skills required.
• Advanced proficiency in Microsoft Excel required; experience with Power BI or similar tools preferred.
• Experience with job costing, project-based accounting, or construction financial analysis preferred.
• Ability to organize and manage multiple priorities while maintaining accuracy and timeliness required.
• Ability to work independently required.

What We Offer

• Healthcare, dental, and vision coverage
• 401K after 1 year of service and 1,000 hours, with 3% employer contribution
• Paid Time Off and Paid Holidays
• A culture that values initiative, accountability, and teamwork

Work Environment

Physical activities of this position:

1. Sitting. Particularly for sustained periods of time.
2. Manual Dexterity. Picking, pinching, typing or otherwise working, primarily with fingers rather than with the whole hand as in handling.
3. Talking. Expressing or exchanging ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other employees accurately, loudly, or quickly.
4. Hearing. Perceiving the nature of sounds at normal speaking levels with or without correction. Ability to receive detailed information through oral communication, and to make the discriminations in sound.
5. Repetitive motion. Substantial movements (motions) of the wrists, hands, and/or fingers.

Physical requirements of this position

1. Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

Visual acuity requirements including color, depth perception, and field vision.

1. The employee is required to have close visual acuity to perform an activity suchas: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation of machines (including inspection); using measurement devices; and/or assembly or fabrication parts at distances close to the eyes.

Conditions the employee will be subject to in this position.

1. The employee is not substantially exposed to adverse environmental conditions (such as in typical office or administrative work.)