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Junior Financial Operations Analyst Jobs in Indiana

CONN-SELMER INC

Operations Analyst

Elkhart, IN · On-site

Partner with Operations, Finance, Planning, Procurement, Quality, Distribution, and Transportation ... Analyze operational performance to identify trends, root causes, risks, and improvement ...

New

Conn Selmer, Inc

Operations Analyst

Elkhart, IN

Partner with Operations, Finance, Planning, Procurement, Quality, Distribution, and Transportation ... Analyze operational performance to identify trends, root causes, risks, and improvement ...

New

Conn Selmer, Inc

Operations Analyst

Elkhart, IN · On-site

Partner with Operations, Finance, Planning, Procurement, Quality, Distribution, and Transportation ... Analyze operational performance to identify trends, root causes, risks, and improvement ...

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Junior Financial Operations Analyst information

What are the key skills and qualifications needed to thrive as a junior financial operations analyst, and why are they important?

To thrive as a Junior Financial Operations Analyst, you need strong analytical skills, attention to detail, and a bachelor's degree in finance, accounting, or a related field. Familiarity with financial software like Excel, ERP systems, and possibly certifications such as CFA Level I or FMVA are often required. Excellent communication, time management, and problem-solving abilities help you collaborate effectively and adapt in a dynamic environment. These abilities are crucial for ensuring accurate financial reporting, effective process management, and supporting the organization's overall financial health.

What are some common challenges a junior financial operations analyst may face during their first year, and how can they be overcome?

Junior Financial Operations Analysts often encounter challenges such as managing large volumes of financial data, adapting to new financial systems, and meeting tight reporting deadlines. To overcome these, it's important to develop strong attention to detail, leverage available training resources on company software, and communicate proactively with team members to clarify expectations. Building relationships with senior analysts and seeking feedback can help accelerate learning and ease the transition into the role.

What does a junior financial operations analyst do?

A Junior Financial Operations Analyst supports the finance team by analyzing financial data, preparing reports, and monitoring transactions to ensure accuracy and compliance. They assist with budgeting, forecasting, and identifying discrepancies or trends in financial records. Additionally, they often collaborate with other departments to streamline financial processes and help implement improvements. This entry-level role is ideal for individuals looking to gain experience in financial analysis and operations within a business setting.

What is the difference between Junior Financial Operations Analyst vs Financial Analyst?

AspectJunior Financial Operations AnalystFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; some certifications like CFA or CPA are a plusBachelor's degree; often more advanced certifications or experience preferred
Work EnvironmentEntry-level, operational focus, supporting finance teams in daily tasksAnalytical, strategic focus, preparing reports and financial modeling
Employer & Industry UsageCommon in finance departments of corporations, banks, and financial servicesUsed across industries for financial planning, investment analysis, and reporting

The Junior Financial Operations Analyst primarily handles operational tasks and supports daily financial processes, while the Financial Analyst focuses on analyzing financial data, creating reports, and strategic planning. Both roles require similar educational backgrounds, but the Financial Analyst role typically demands more experience and analytical skills.

What are popular job titles related to Junior Financial Operations Analyst jobs in Indiana? For Junior Financial Operations Analyst jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Junior Financial Operations Analyst jobs in Indiana look for? The top searched job categories for Junior Financial Operations Analyst jobs in Indiana are:
What cities in Indiana are hiring for Junior Financial Operations Analyst jobs? Cities in Indiana with the most Junior Financial Operations Analyst job openings:
Junior Financial Operations Analyst jobs near you

Financial & Operations Analyst

Circle Logistics

Fort Wayne, IN • On-site

Full-time

Medical, Dental, Vision, Life, PTO

Re-posted 6 days ago

Circle Logistics rating

8.1

Company rating: 8.1 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Company Description
Who We Are:
Circle Logistics is a 3rd party logistics firm focused on delivering our three core promises to our customers: No Fail Service, Personalized Communication, and Innovative Solutions. We leverage our technology, industry experience, and employee ingenuity to develop industry-leading transportation solutions. We have been in business for 10 plus years and have grown into a half-billion-dollar company, from starting as just a handful of people with Entrepreneurial Spirit as their foundation. Our story is one of resiliency and innovation that has led us to grow to over 500 employees in a booming transportation industry, that never takes a night off.
Job Description
Financial & Operations Analyst
Circle Logistics is hiring a Financial & Operations Analyst to be the numbers-and-details engine behind how our brokerage runs - and the go-to problem solver when something in the back office isn't working. It is a hands-on individual contributor role that blends recurring financial and profitability analysis with real ownership of the administrative processes, systems, and special projects that keep billing, collections, and operations running cleanly.
On the finance side, you will build the reports and models that connect revenue, gross profit, and department costs to profitability - preparing variance analysis, breaking performance down to the pod and terminal level, tracking the productivity metrics that matter in freight ($GP per head, loads per head), supporting scenario and commission-plan modeling, and preparing claims reports. On the operations side, you will diagnose what's broken across billing, collections, and back-office workflows, fix it at the root, and then build the process or tooling so it doesn't break again.
This is a corporate finance and operations role - not a data-engineering or IT role. It is ideal for someone early-to-mid career who is strong in Excel, fluent in financial and accounting concepts, curious by nature, and energized by turning messy data and manual processes into clear answers and clean, repeatable systems. You will work across finance, operations, billing, collections, accounting, and IT, and be trusted to own problems end-to-end without being told every next step.
Key Responsibilities
Financial & Profitability Analysis
  • Prepare the monthly department-cost and overhead analysis, calling out variances and the trends behind them.
  • Build the schedules that tie revenue, gross profit, and operating expense into a clear view of profitability by business unit.
  • Produce actual-versus-target reporting for sales and gross profit at the company level and broken down by pod and terminal, with concise commentary on the drivers.

Operating Metrics & Unit Economics
  • Build and maintain the productivity reporting - $GP per head, loads per head, and related per-rep and per-terminal metrics - sourced from the TMS platforms.
  • Compare pods and terminals against target and against each other to highlight top and bottom performers.
  • Package the metrics clearly for operations and sales leaders to use in performance reviews.
  • Problem Solving Across Admin Functions
  • Investigate and resolve administrative issues spanning billing, collections, and back-office operations - from one-off exceptions to recurring patterns.
  • Diagnose root causes rather than symptoms, and put fixes in place that prevent the same issue from coming back.
  • Serve as a trusted resource for billing and collections teammates who need help untangling complex or unusual situations.

Process Improvement & Special Projects
  • Identify inefficiencies, manual workarounds, and points of friction across admin and finance workflows, and propose practical improvements.
  • Design, document, and implement new or updated processes and SOPs, and look for opportunities to automate or streamline repetitive work.
  • Own and execute special projects - from system clean-ups and data migrations to new customer onboarding workflows and reporting builds - scoping the work, setting timelines, driving execution, and reporting progress clearly to stakeholders.
  • Coordinate with cross-functional partners across finance, operations, and IT to keep projects moving.

Modeling & Scenario Support
  • Support stress-test analysis of profitability at different revenue levels - volume up or down, rate compression or expansion - and quantify the effect on gross profit.
  • Help model the financial impact of commission plan designs and proposed changes.
  • Assist with annual budgeting and rolling forecasts by preparing supporting schedules and assumptions.
  • Claims Reporting
  • Prepare recurring claims reports and maintain the supporting detail behind cargo-claims exposure.
  • Track recovery and net-exposure trends and assist finance with the cargo-claims accrual estimate each period.

Data & Reporting
  • Pull, clean, and reconcile data across multiple transportation management systems (TransportPro, Cargotel, Tai) and the general ledger (QuickBooks).
  • Build and maintain clean, repeatable Excel models and templates that make the monthly reporting cycle faster and more consistent.
  • Translate findings into clear recommendations and next steps, and ensure the accuracy and timeliness of the reports you own.

Qualifications
Required Qualifications
  • Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
  • 3-6 years of experience in financial analysis, FP&A, business operations, billing, collections, or a comparable analyst role (strong internships and co-ops considered on the lower end).
  • Advanced Excel skills - comfortable with formulas, lookups, pivot tables, and building or maintaining financial models and working with large or messy data sets.
  • Solid grounding in financial and accounting concepts: revenue, gross profit, margin, variance, and cost analysis.
  • Demonstrated ability to investigate and resolve operational or administrative issues from start to finish.
  • Experience documenting processes and writing clear SOPs, and a track record of running projects to completion- setting scope, hitting deadlines, and keeping stakeholders informed.
  • Strong attention to detail, organization, and follow-through, with a high sense of ownership over data accuracy.
  • Strong written and verbal communication skills, including the ability to summarize findings clearly for non-finance audiences.

Preferred Qualifications
  • Experience in freight brokerage, transportation, logistics, or 3PL, or another high-volume, transaction-intensive industry.
  • Working knowledge of transportation management systems (TransportPro, Cargotel, Tai) and of QuickBooks or comparable accounting software.
  • Familiarity with EDI, customer portals, accounts receivable workflows, or commission / incentive-pay concepts.
  • Experience with process automation tools, BI tools (Power BI, Tableau), or basic SQL / scripting for pulling and transforming data - helpful, not required.
  • Exposure to continuous improvement methodologies (Lean, Six Sigma).
  • Progress toward a CPA, CMA, or MBA is a plus.

Additional Information
Benefits
  • Competitive base-salary
  • On-site training and career development with a fast track to promotion
  • Insurance benefits including: Health, vision, dental, life, and disability
  • Paid holidays and paid time off after 90 days

What Circle Logistics employees say

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