Description:

Duties and Responsibilities

• Partner with senior leaders across departments to align financial plans with strategic initiatives
• Lead initiatives to resolve data discrepancies in collaboration with Accounting, Sales, and Operations teams
• Collaborate with Operations, Sales, and Executive Leadership to design reporting and dashboards that surface financial and operational insights at the right level for each audience (line managers, senior leaders, executives, board)
• Create visibility into profit center and cost center performance, enabling senior leadership to engage with their teams proactively when results trend off-course
• Support the development of scalable financial processes
• Serve as a trusted partner to senior management, providing data and context to support decision-making and long-term planning
• Support the Controller by preparing clear explanatory narratives that accompany monthly financial results for senior management, helping to interpret and communicate the ‘why’ behind the numbers
• Link non-financial data (operational KPIs, customer service metrics, fleet performance, warehouse utilization) to financial outcomes
• Develop tailored KPI reporting that goes beyond generic measures to drive efficiency and profitability unique to Biagi Bros
• Collaborate Operations to develop forecasts that help drive appropriate staffing, equipment purchases and other operational planning
• Design tools to improve visibility into individual customer profitability.
• Lead implementation of annual budgets for profit and cost centers, coordinating with the Controller and P&L owners
• Support development and enhancement of financial forecasting models covering revenue per mile per truck per employee and Operating Expenses
• Perform scenario and sensitivity analyses to evaluate risks, opportunities, and investment cases (e.g., contract pricing, overtime reduction, CapEx evaluation)
• Leverage MS Dynamics 365, Excel Power Query, Power BI, and data warehouse tools to automate reporting, improve data availability, and build accessible dashboards
• Partner with IT and Operations to improve data quality and streamline financial/operational data integration
• Identify opportunities for automation and workflow improvement across the FP&A function
• Evaluate and implement advanced financial planning tools as needed
• Comply with all company safety policies, practices, and procedures. Participate in safety training and report all unsafe conditions or work practices
• Participate in team efforts and perform additional duties as needed

Requirements:

Knowledge, Skills, and Abilities

• Operates independently day-to-day while collaborating closely with leadership for alignment and guidance
• Adaptable to a dynamic, fast-paced environment; able to prioritize and plan effectively when formal processes are still evolving
• Communicates clearly and consistently, ensuring leadership is aware of emerging issues with context and practical options for resolution
• Comfortable engaging with all levels of the organization from frontline managers to executives, adjusting tone and approach appropriately
• Pragmatic and innovative; able to bring financial discipline and structure while maintaining flexibility to support Biagi’s entrepreneurial culture

Minimum Qualifications

• Bachelor’s degree in a business-related area of study preferred
• 3-7 years of relevant work experience
• Strong analytical and modeling skills with the ability to connect financial and operational performance, identify data trends, and the ability to consolidate reporting.
• Proficiency in Microsoft Office Suite; Advanced MS Excel (Power Query +); Microsoft Dynamics 365 Business Central (preferred); Power BI (++); SQL (+).
• Working knowledge of how AI and automation tools can be applied to improve reporting, analysis, and financial processes across all departments (e.g., automating variance analysis, anomaly detection in expenses, or streamlining data integration).
• Excellent verbal and written communication skills. Able to distill complex analysis into clear insights tailored to different audiences.
• Proficient with Microsoft Office Suite
• ERP (Business Central)
• Logistics “3PL” experience preferred but not required

Physical Job Description

• Typical Working Conditions Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation. Minimal noise level typical of a business office: computers, printers, telephones, light foot traffic. May or may not include periods in autos, airplanes, and/or lodging facilities.
• Essential Physical Tasks: Light physical activity performing non-strenuous daily activities of an administrative nature. Dexterity is sufficient to reach, handle items, and work with the fingers. May require lifting and moving objects up to 20 lbs. in weight. Clear vision, close and distant, and ability to adjust focus. Hearing adequate for telephone and office level conversation.

• Partner with senior leaders across departments to align financial plans with strategic initiatives
• Lead initiatives to resolve data discrepancies in collaboration with Accounting, Sales, and Operations teams
• Collaborate with Operations, Sales, and Executive Leadership to design reporting and dashboards that surface financial and operational insights at the right level for each audience (line managers, senior leaders, executives, board)
• Create visibility into profit center and cost center performance, enabling senior leadership to engage with their teams proactively when results trend off-course
• Support the development of scalable financial processes
• Serve as a trusted partner to senior management, providing data and context to support decision-making and long-term planning
• Support the Controller by preparing clear explanatory narratives that accompany monthly financial results for senior management, helping to interpret and communicate the ‘why’ behind the numbers
• Link non-financial data (operational KPIs, customer service metrics, fleet performance, warehouse utilization) to financial outcomes
• Develop tailored KPI reporting that goes beyond generic measures to drive efficiency and profitability unique to Biagi Bros
• Collaborate Operations to develop forecasts that help drive appropriate staffing, equipment purchases and other operational planning
• Design tools to improve visibility into individual customer profitability.
• Lead implementation of annual budgets for profit and cost centers, coordinating with the Controller and P&L owners
• Support development and enhancement of financial forecasting models covering revenue per mile per truck per employee and Operating Expenses
• Perform scenario and sensitivity analyses to evaluate risks, opportunities, and investment cases (e.g., contract pricing, overtime reduction, CapEx evaluation)
• Leverage MS Dynamics 365, Excel Power Query, Power BI, and data warehouse tools to automate reporting, improve data availability, and build accessible dashboards
• Partner with IT and Operations to improve data quality and streamline financial/operational data integration
• Identify opportunities for automation and workflow improvement across the FP&A function
• Evaluate and implement advanced financial planning tools as needed
• Comply with all company safety policies, practices, and procedures. Participate in safety training and report all unsafe conditions or work practices
• Participate in team efforts and perform additional duties as neede