XPO India Shared Services

Job Title: Sr. Analyst, Financial Reporting

Reports to: Manager

Job Grade: Assigned by Comp.

Job Code: Click here to enter Job Code.

FLSA Status: Exempt

FLSA Category, if Exempt: Administrative

EEO Category: Assigned by Comp

Prepared By:

Date Approved: Entered by Comp.

Approved By:Entered by Comp.

GENERAL DESCRIPTION: The Senior Analyst, FSS Reporting and Analytics will be responsible for managing and analyzing financial data will be responsible for developing, implementing, and optimizing reporting solutions and data analysis strategies that drive business insights and decision-making. The ideal candidate will have extensive experience in data analytics, reporting, and business intelligence, with a proven ability to transform complex data into actionable insights for senior leadership and business teams.

ESSENTIAL DUTIES AND RESPONSIBILITIES:To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. These are the most significant job duties performed; other responsibilities or assignments not specifically mentioned may also be assigned (
please list 5-8 responsibilities along with percentage of time associated with each).

Reporting – 20%

Collaborate with cross-functional teams to understand business needs, define key performance indicators (KPIs), and develop standardized reporting packages, dashboards, and metric-driven insights for leadership.
Prepare monthly and quarterly financial forecasts, highlighting trends, risks and performance drivers.
Build and maintain financial models to support budgeting, planning and scenario analysis.
Produce daily, weekly, and monthly reporting to ensure stakeholders have consistent and timely visibility into operational and financial data.
Adjust report design and delivery cadence in response to evolving business or financial shared services requirements.
Safeguard data accuracy and integrity across all reporting tools through strong data governance and qualitycontrol practices.
Monitor and communicate reporting progress and deliverable status to management.

Data Analysis – 30%

Monitor and analyze key performance indicators (KPIs) across accounts receivable, collections, cash applications, credit, corrections, billing, and P2P, while conducting in-depth data analysis to identify trends, patterns, and insights that guide business decisions.
Build, enhance, and maintain financial and analytical models to improve forecasting accuracy and support strategic initiatives.
Perform data mining and statistical analysis to uncover patterns within large datasets and provide insights that inform decisionmaking.

Business Partnership – 25%

Serve as a strategic advisor to department leaders by providing financial insights and recommendations.
Partner with crossfunctional teams to understand business drivers and translate data into actionable insights that support operational and financial decisions.
Present financial results, trends, and recommendations to senior leadership in a clear, concise, and compelling manner.

Automation and Process Efficiency – 15%

Identify and implement automation opportunities to increase reporting efficiency, accuracy, and scalability.
Maintain comprehensive documentation of reporting processes, data sources, and troubleshooting procedures to ensure repeatability and compliance.
Promote best practices in report reproducibility and establish proactive communication methods for alerting management to production issues and supporting timely resolution.

Audit Support – 5%

Provide support to internal and external auditors during financial audits.

Training & Development – 5%

Provide training, guidance, and technical support to junior team members on reporting tools, data processes, and analytical techniques.

SUPERVISORY RESPONSIBILITIES:

No supervisory responsibility required.

DECISION-MAKING RESPONSIBILITIES:

This Job has decision-making responsibilities including:
- Providing recommendations based on data analysis
- Developing and updating reports and dashboards to align with business requirements

EDUCATION/EXPERIENCE:

Minimum Required Education: Bachelor's degree (BA) in Accounting, Finance, Business, Data Science, Computer Science or related field from an accredited college or university is required.
- MBA or professional certification (CPA, CFA) is preferred but not required.
Minimum Required Experience:
- 4+ years of experience in Financial Planning & Analysis (FP&A), including hands-on budgeting and forecasting in a large corporate environment.
- 4+ years of experience within Finance & Accounting, Finance Operations, or Shared Services functions.
- 4+ years of experience in financial reporting, data analytics, or a closely related discipline.
- Practical, demonstrable experience using SQL, Tableau, Power BI, Looker, Google BigQuery, or similar reporting/analytics platforms, with strong skills in extracting, transforming, and modeling complex datasets.
- Demonstrated ability to drive strategic, resultsoriented decisions and take ownership of outcomes.
- Proven ability to partner with and present insights directly to senior leadership.
Desirable Education/Experience:
- Experience in Financial Shared Services
- Logistics or transportation experience

CERTIFICATES AND LICENSES(list special certifications/licenses that are required or desirable to perform this job)
:

JOB RELATED COMPETENCIES: To perform the job successfully, an individual should demonstrate the following competencies:

Analytical Skills -
- Able to think critically and leverage available resources to troubleshoot reporting issues and data anomalies, develop solutions, and implement corrective actions.
- Make informed decisions based on a thorough analysis of data, risks, and potential impacts.
- Demonstrates attention to detail.
- Capable of generating ad-hoc reports tailored stakeholder requirements.
Communication Skills –
- Strong communication skills and the ability to effectively communicate complex financial concepts to various groups at all levels of the organization.
- Ability to translate complex financial data into clear, concise insights for non-finance stakeholders.
- Excellent presentation skills
- Clearly presents data analysis and recommendations.
- Utilizes variety of interpersonal styles and communication methods
Time Management Skills -
- Demonstrates follow-up skills.
- Ability to work in a fast-paced environment
- Provides timely and professional support to all internal/external customers.
- Prioritizes routine reporting tasks and adhoc reporting requests, managing time and resources effectively to ensure work is completed accurately and efficiently within the designated time frame.
Other -
- Self-motivated.
- Works with minimal supervision.
- Builds and maintains effective, collaborative work relationships both internally and externally.
- Good communication and presentation skills.
- Ability to manage multiple tasks simultaneously in a fast-paced environment.
- Strong analytical, problem-solving, and critical thinking skills.

Technical Competencies

Basic Computer Skills –

- - Advanced MS Excel and Powerpoint Skills
  - Proficient in Windows applications and Microsoft Office programs
  - Proficient in SQL, Tableau, Looker, Power BI, or similar platforms.
  - Quickly learns and achieves proficiency in new software applications as needed.

Other Technical / Computer Skills -

- - Thorough knowledge of internal company software applications applicable to position/business unit
  - Experience with Oracle, BillTrust, High Radius, Cetaris, Coupa and/or Jira is a plus.

WORK ENVIRONMENT & PHYSICAL DEMANDS The Work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Workspace
- Office / cubicle workspace with moderate noise level.

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Sr. Financial Analyst

Sr. Analyst, Financial Reporting