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 businessReview and validate vendor invoices, payment accuracy, and supporting documentationIdentify discrepancies and resolve issues in collaboration with operations and accounting teamsMaintain audit trails and documentation for compliance purposesRecommend process improvements to enhance accuracy and efficiencyManage intercompany transactions between CBMX and related entitiesPrepare and process intercompany invoices and journal entriesReconcile intercompany accounts on a monthly basisInvestigate and resolve discrepancies in a timely mannerEnsure proper documentation and compliance with internal controlsMonitor and audit financial systems to ensure accurate data flow and transaction processingVerify that financial processes align with company policies and regulatory requirementsIdentify system inefficiencies or control weaknesses and recommend solutionsCollaborate with IT and finance teams to implement system improvementsMaintain comprehensive documentation of systems, processes, and proceduresPerforms 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 functionsStrong understanding of accounts payable processes and internal controlsExperience with intercompany transactions and reconciliationsProficiency in Microsoft Excel (pivot tables, VLOOKUP, data analysis)Excellent analytical and problem-solving skillsStrong attention to detail and accuracyAbility to work independently and manage multiple prioritiesExperience in transportation, logistics, or related industry6.0 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.
PId6361347e9ce-26289-38848267
