Financial Business Analyst

To succeed in this role, you need to be a strong analyst with an inquisitive mind, who wants to be an integral part in helping to drive our sales organization. You’re the type of person who loves to work hard, uncover hidden correlations and identify new opportunities driven by data.

While prior experience is not required, an interest in learning Tableau, SQL and Excel is preferred. Communication skills are key as well, not only to develop relationships with the team members you are supporting, but also to communicate findings to leadership.

Finally, you must be self-motivated. A proven ability to take partial direction and run with it or blaze your own trail that helps move the business forward is key.  The environment is fast-paced and you will be privy to proprietary information, so a proven history of discretion is required as well. Attached to the hip of the sales leadership and the operations team, this is a high profile and high expectation position.

This role will report to the Director of Financial Analytics and Reporting but will interact with all departments regularly. You’ll also regularly interface with other parts of the company, including IT/BI, Truckload, and Accounting.

Essential Job Functions

Department Support

• Create and update reports weekly, monthly, quarterly and annually as needed using Excel and Tableau
• Create ad hoc reports to support sales organization
• Develop and analyze sales metrics and report on developing trends for the business
• Work with the IT department and Reporting team to enhance and/or develop internal reports
• Provide analytical support to the department as directed by Sales Operations and Sales Executives

Communication

• Prepare accurate, easy to read, concise and insightful analysis and presentations
• Advise sales organization on sales reporting methodology and ongoing enhancements
• Constantly communicate relevant information to stakeholders on any project
• Drive change, resolve and/or escalate issues in a timely fashion
• Understand how to communicate difficult/sensitive information tactfully

Leadership & Teamwork

• As a cross-sales organization resource, constantly solicit feedback from supervisors, department VP, Director, sales operations and sales reps to make yourself and your department a more efficient and better place to work
• Keep track of lessons learned and share those lessons with sales department, and cross-channel with BI team and others who interact with Inside Sales

Requirements

Qualified candidates will possess the following characteristics and experience:

• A proficiency in data analytics and technology such as Excel, Powerpoint, and BI Tools (i.e. Tableau, SQL, etc.)
• Willingness to work collaboratively with other business analysts across Echo organization
• 1-3 years’ work experience
• Transportation/Supply Chain experience a plus
• Excellent oral and written communication skills
• Self-managed and motivated, able to work independently on most projects
• Enjoys and thrives in fast-paced, fluid work environment
• Ability to follow through with tasks to their completion
• Very organized and detail oriented
• Ability to deal with confidential information and maintain privacy

Echo Global Logistics is a leading provider of technology-enabled transportation management services. As a third-party logistics provider, we simplify transportation management for our clients and carriers, handling crucial tasks so they can focus on what they do best. From coast to coast, dock to dock, and across all major transportation modes, Echo connects businesses that need to ship their products with carriers who transport goods quickly, securely, and cost-effectively.

Work environment/physical demands summary:

This job operates in an office environment and uses a computer, telephone and other office equipment as needed to perform duties. The noise level in the work environment is typical of that of an office with an open seating floor plan. The employee may encounter frequent interruptions throughout the work day. The employee is regularly required to sit, talk, or hear.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, or Vietnam era or other protected veteran. 

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