Financial Operations Analyst

📊 Financial & Operations Analyst | Fort Wayne, IN

Are you the person who looks at a messy spreadsheet and thinks, “I can fix this”?

• If you’re analytical, curious, detail-driven, and the kind of person who doesn’t stop at identifying a problem—you figure out how to fix it, Circle Logistics wants to talk to you.
• We’re looking for a Financial & Operations Analyst to become the numbers-and-details engine behind our rapidly growing brokerage operation.
• This isn't a role where you'll spend your day buried in reports just to hand them off to someone else.

You'll find the problem. Figure out why it's happening. Fix it. Build a better process. And make sure it doesn't happen again.

You’ll work across Finance, Operations, Billing, Collections, Accounting, and IT, giving you exposure to the business well beyond traditional financial analysis.

• 🚀 WHAT MAKES THIS ROLE DIFFERENT?
• At Circle Logistics, we're a $500M+ transportation company with 500+ employees, and we're continuing to grow.
• That growth creates complexity—and that's where you come in.
• You'll help leadership understand:
• Where we're making money—and where we're not
• Why revenue and gross profit are moving
• Which pods and terminals are performing
• How productive our teams are
• Where administrative processes are breaking down
• What can be automated or streamlined
• How business decisions will impact profitability

You won't just report the numbers.

You'll help the business understand what they mean and what to do next.

• 💰 FINANCIAL & PROFITABILITY ANALYSIS
• You'll turn financial data into information leaders can actually use.
• Analyze department costs and overhead and identify meaningful variances
• Connect revenue, gross profit, and operating expenses to profitability
• Build reporting by business unit, pod, and terminal
• Analyze actual performance versus targets
• Identify trends and explain what's driving them
• Support budgeting and rolling forecasts
• Help leadership understand the financial impact of business decisions

• 📈 OPERATIONS & UNIT ECONOMICS
• In transportation, productivity matters—and you'll help us measure it.
• You'll build and maintain reporting around metrics such as:
• $GP per head
• Loads per head
• Revenue and GP performance
• Rep-level productivity
• Terminal-level performance
• Pod performance

You'll compare results against targets and across teams, identify opportunities, and package the information so Sales and Operations leaders can actually use it.

• 🕵️ BE THE PROBLEM SOLVER
• This is where the role gets really interesting.
• When something isn't working across billing, collections, or back-office operations, you'll help figure out why.
• You'll:
• Investigate unusual or recurring issues
• Identify root causes
• Resolve problems from start to finish
• Work with internal teams to develop practical solutions
• Create processes that prevent the same problem from happening again
• Become a go-to resource when something doesn't make sense

We're looking for someone who is naturally curious and isn't afraid to ask, “Why are we doing it this way?”

• ⚙️ PROCESS IMPROVEMENT & SPECIAL PROJECTS
• If you see a process that requires 14 steps when it should take 5, we want you to say something.
• You'll have the opportunity to:
• Identify inefficient or manual processes
• Build and document SOPs
• Streamline repetitive work
• Identify automation opportunities
• Clean up systems and data
• Support data migrations
• Develop new reporting
• Improve customer onboarding workflows
• Own special projects from concept through completion
• Coordinate with Finance, Operations, and IT

• You'll have ownership—not a checklist.
• 🧮 MODELING & BUSINESS SCENARIOS
• Help leadership answer the “what if?” questions.
• You'll support analysis around:
• Revenue increases and decreases
• Volume changes
• Rate compression or expansion
• Gross-profit impact
• Commission plan changes
• Budgeting
• Forecasting
• Profitability stress testing

• In other words, you'll help turn “What happens if we do this?” into an answer backed by numbers.
• 📋 CLAIMS & REPORTING

• You'll also own recurring claims reporting and supporting analysis, including:
• Cargo-claims exposure
• Recovery trends
• Net exposure
• Supporting detail for claims accrual estimates

• 💻 THE TOOLS
• You'll work with data from multiple systems, including:
• TransportPro
• Cargotel
• Tai
• QuickBooks
• Excel

Advanced Excel is important. You should be comfortable with formulas, lookups, PivotTables, large datasets, and financial models.

Experience with Power BI, Tableau, SQL, scripting, or automation tools is a bonus—but not required.

• 🎯 WHAT YOU BRING
• Required:
• Bachelor's degree in Finance, Accounting, Economics, Business, or related field
• 3–6 years of experience in financial analysis, FP&A, business operations, billing, collections, or a comparable analyst role
• Strong Excel skills
• Solid understanding of revenue, gross profit, margin, variance, and cost analysis
• Proven ability to investigate and solve problems independently
• Experience documenting processes and creating SOPs
• Demonstrated project ownership and follow-through
• Exceptional attention to detail
• Strong written and verbal communication skills
• Ability to explain financial findings to people who don't speak “finance”

Bonus Points:

• Freight brokerage, transportation, logistics, or 3PL experience
• TransportPro, Cargotel, or Tai experience
• QuickBooks experience
• EDI/customer portal experience
• AR/collections knowledge
• Commission or incentive-plan experience
• Power BI, Tableau, SQL, or scripting
• Lean/Six Sigma experience
• CPA, CMA, or MBA progress

Strong internships and co-ops may be considered toward the lower end of the experience range.

• 🌟 WHY CIRCLE LOGISTICS?
• We're not a company that started with hundreds of employees and a giant corporate machine.
• We started with a handful of people and an entrepreneurial mindset.

More than a decade later, we've grown into a $500M+ logistics company with 500+ employees—and we're still building.

That means there's opportunity here for people who want to make an impact, take ownership, learn the business, and grow with it.

What you'll get:

• 💰 Competitive base salary
• 📈 On-site training & career development
• 🚀 Fast-track opportunities for advancement
• 🏥 Health, dental & vision insurance
• ❤️ Life & disability insurance
• 🎉 Paid holidays
• 🌴 PTO after 90 days

• 🚨 THIS ROLE IS FOR YOU IF…
• You enjoy solving puzzles.
• You don't need someone telling you what to do every five minutes.
• You can look at a spreadsheet and spot something that doesn't look right.
• You like asking “why?”
• You enjoy turning chaos into a process.
• And when you find a problem, your first thought isn't “that's not my job.”
• It's:
• “Let me figure this out.”

If that sounds like you, apply today and let's talk.

• 📍 Fort Wayne, IN
• 💼 Full-Time | On-Site
• 📊 Financial & Operations Analyst