Job Description

1.0 Position Summary

The Financial Operations Analyst will support the financial integrity and operational efficiency of our Cross-Border Mexico business unit and its integration with related entities. This role will serve as a critical link in ensuring accurate financial transactions, compliance, and seamless intercompany operations.

2.0 Reporting

• Reports to VP of Logistics Operations at the Memphis, TN Office (w/ travel to Laredo, TX for training)
• Current FLSA Status: Exempt
• HR FLSA Status Recommendation: Exempt

3.0 Essential Functions, Job Duties, and Responsibilities

• Conduct thorough audits of load-level details for the CBMX business
• Review and validate vendor invoices, payment accuracy, and supporting documentation
• Identify discrepancies and resolve issues in collaboration with operations and accounting teams
• Maintain audit trails and documentation for compliance purposes
• Recommend process improvements to enhance accuracy and efficiency
• Manage intercompany transactions between CBMX and related entities
• Prepare and process intercompany invoices and journal entries
• Reconcile intercompany accounts on a monthly basis
• Investigate and resolve discrepancies in a timely manner
• Ensure proper documentation and compliance with internal controls
• Monitor and audit financial systems to ensure accurate data flow and transaction processing
• Verify that financial processes align with company policies and regulatory requirements
• Identify system inefficiencies or control weaknesses and recommend solutions
• Collaborate with IT and finance teams to implement system improvements
• Maintain comprehensive documentation of systems, processes, and procedures
• Performs all other duties or projects as assigned.

4.0 Education and Experience Requirements

• Three years or more of related experience required.
• Working intercompany knowledge is required.
• Must be bilingual in English and Spanish.
• Working knowledge of SAGE/MAS, QuickBooks, CargoWise, and TruckMate are preferred.

5.0 Minimum Skills, Knowledge, and Ability Requirements

• Extensive knowledge of general financial accounting and cost accounting.
• Understanding of and ability to adhere to generally accepted accounting principles.
• Highly proficient with accounting software.
• Excellent organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Strong project management skills.
• Good decision-making skills.
• Ability to resolve accounting issues quickly.
• 2-4 years of experience in financial operations, accounting, or audit functions
• Strong understanding of accounts payable processes and internal controls
• Experience with intercompany transactions and reconciliations
• Proficiency in Microsoft Excel (pivot tables, VLOOKUP, data analysis)
• Excellent analytical and problem-solving skills
• Strong attention to detail and accuracy
• Ability to work independently and manage multiple priorities
• Experience in transportation, logistics, or related industry

6.0 Work Conditions, Physical and/or Mental Requirements

• Sedentary physical activity requiring reaching, lifting, finger dexterity, grasping, feeling, repetitive motions, talking, and hearing.
• Visual requirement is for close vision, distance vision, peripheral vision, and ability to adjust focus.
• 80% or more time is spent looking directly at a computer.
• Employee is frequently required to stand, walk (or otherwise be mobile).
• Employee is frequently required to lift and carry a minimum of 15 pounds.
• Ability to deal with stressful situations as they arise.

Duties are primarily performed in an office environment. Minimal physical effort is required. Lifting and carrying requirements of up to 15 pounds. Occasional or frequent ability to move boxes from one location to another. These physical and/or mental requirements are not exhaustive, and additional job-related requirements may be added by the Company on an as-needed basis. Reasonable accommodations, where required by law, will be made to enable individuals with disabilities to perform the essential functions of this position.

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