FP&A Analyst

At Port Jersey Logistics, we don’t just move goods ,we move businesses forward. As a trusted third-party logistics (3PL) provider with decades of experience, we’re known for combining precision, partnership, and performance. Our teams thrive in a fast-paced, data-driven environment where collaboration meets innovation.

We’re looking for a Financial Planning & Analysis (FP&A) Analyst to play a pivotal role in shaping our financial insights and operational strategy across multiple facilities. If you’re someone who loves turning complex data into actionable decisions and you’re excited to work at the intersection of finance and logistics ..we’d love to meet you.

Customer Monthly Budget and AOP Requests (40–80 hours per month, depending on client asks)

• Generate a new forward-looking budget every month for the next 12 months.
• Work with customer staff on AOP breakdowns.

Weekly Warehouse Revenue Planning

• Take activity and headcount data and generate a weekly revenue forecast.
• Maintain constant communication with head warehouse supervisors.
• Support budgeting for the next 12 months.

Database Management

• Perform routine updates for new items and codes in our WMS-to-reporting system bridge.

Monthly Reporting Package Assistance

• Support monthly financial deck preparation (external reporting).
• Prepare covenant view (external reporting).
• Update brokerage monthly model (internal reporting).
• Update warehouse profitability model (internal reporting).

One-Off Responsibilities

• Assist in month-end closing reviews.
• Participate in DataRails, Takt, and new systems testing and implementation.
• Handle ad hoc requests for customer pricing checks (manual pulls from Synapse reports).
• Gather data for value-added services, location, and process profit reviews.

To perform this job successfully, an individual must have the following education and/or experience:

• Bachelor’s degree required.
• Some background in accounting.
• 2–7 years of work experience post-graduation (current master’s students taking evening classes are welcome).
• One of the previous two roles must have been in an FP&A capacity.
• Experience working with large data sets.
• Advanced Excel skills (SUMPRODUCT, data arrays, multiple criteria INDEX/MATCH).
• Basic programming knowledge (Python, SQL).
• Must be self-sustaining and detail-oriented.

Preferred Background:

• Middle Market Investment Banking experience.
• Passed Level 1 of the CFA exam or at least two sections of the CPA exam.
• Experience in warehousing, logistics, or manufacturing environments.
• Prior experience with SQL, Python, Power BI, and Cube systems.
• Previous exposure to executive teams or board-level presentations.