What are the responsibilities and job description for the Financial Analyst III position at swipejobs?
We are seeking an experienced Financial Analyst III to support financial integrity, invoice compliance, and recovery operations within a complex transportation and logistics environment. This role is ideal for someone who thrives in detailed financial investigations, contract analysis, and identifying cost recovery opportunities.
The successful candidate will work cross-functionally with Finance, Operations, Accounts Payable, Commercial, Legal, and Business Improvement teams to ensure vendor invoices are accurate, contractually compliant, and free of billing discrepancies.
This position plays a critical role in protecting company financial performance by identifying overpayments, recovering improper charges, and implementing sustainable process improvements to prevent future billing errors.
Key Responsibilities
- Conduct post-payment invoice audits by validating charges against contracts, service agreements, rate sheets, and commercial terms.
- Analyze financial transactions and transportation billing data to identify duplicate payments, billing discrepancies, unauthorized charges, and recovery opportunities.
- Perform root-cause analysis on payment errors, process breakdowns, and system or master data issues impacting invoice accuracy.
- Quantify financial exposure and prepare audit summaries, recovery documentation, and executive-level reporting with actionable recommendations.
- Lead recovery efforts by coordinating directly with vendors and internal stakeholders to secure credits, offsets, reimbursements, and dispute resolutions.
- Translate complex contract language into clear operational payment rules and audit frameworks for Accounts Payable and business teams.
- Partner cross-functionally to implement preventative controls, process improvements, SOPs, and training materials that improve long-term invoice accuracy.
- Monitor recovery performance, aging reports, and resolution progress through closure.
- Identify emerging billing and contract compliance risks across vendor relationships and transportation operations.
Required Qualifications
- Bachelor’s degree in Finance, Accounting, Business, or related field.
- 5 years of experience in financial analysis, payment auditing, invoice recovery, payment integrity, or related analytical roles.
- Strong experience working with ERP systems such as SAP and invoice processing platforms.
- Advanced analytical and problem-solving skills with exceptional attention to detail.
- Ability to interpret complex contracts and apply commercial terms to financial transactions and billing reviews.
- Strong communication skills with the ability to explain financial findings and contractual issues to both technical and non-technical stakeholders.
- Ability to work independently and collaborate effectively across multiple departments.
Preferred Qualifications
- Experience within transportation, rail, logistics, or freight invoicing environments.
- Strong understanding of transportation billing, shipment logs, and freight-related contract structures.
- Advanced Excel skills including pivot tables, formulas, reconciliations, and large data analysis.
- Experience with Power BI, Tableau, or other business intelligence/reporting tools.
- Proven ability to identify trends, anomalies, and recovery opportunities within large data sets.
- Experience influencing cross-functional teams and driving process improvements without direct authority.
- Strong documentation, audit reporting, and executive presentation skills.