Senior Financial Analyst

Reports To: Financial Reporting Manager

Location: Monterrey, Mexico

Environment: Hybrid

Work Schedule:

This position is full-time and hybrid Monday through Friday from 8:00 AM to 5:00 PM with an hour break, but flexibility is available based on coverage.

Who We Are:

Recognized by Gartner in their Modern 4PL Market Guide, Redwood Logistics is at the forefront of industry innovation. Our cutting-edge supply chain technology pairs with the expertise of our brilliant minds to empower logistics execution across North America and Mexico.

Leveraging a comprehensive range of services, data-centric network solutions, and a seamlessly integrated platform, we have established our prominence as a key player in the mid-market segment within the freight tech industry.

Whether you’re just starting your career or are an established professional looking for your next opportunity, Redwood inspires innovation across teams to provide transformative solutions for our customers.

Purpose of Your Work:

As a Senior Financial Analyst, working within Redwood Logistics (our parent company), you will be responsible for creating value for the business by providing high-level analysis of revenue, credit, expense and overhead, working with business unit management to predict financial results and drive process improvement in the financial planning department. Additionally, this role supports the periodic forecasting and annual budgeting process for their respective businesses. The ideal candidate must be able to work autonomously and have high analytical skills and resourcefulness. The ability to manage initiatives from project inception to production is a requirement. Success also requires effective partnering across multiple capabilities resulting in a shared point of view.

How You Make a Difference Everyday:

• Work with Business leaders to understand their financial needs and work to meet these needs
• Lead monthly financial review meetings with business unit leadership identifying constraints and alternatives to address
• Develop demand forecasts across multiple levels of aggregation and time horizons
• Analyze business units to aid in development of best practices and increased efficiencies
• Ensure key metric (KPI) reporting is in place that facilitates root cause analysis driving improvements in forecasting
• Continually look for ways to innovate inside the planning capability. Stay current with supply chain industry leading knowledge, concepts, and technology while practically applying to create value
• Design and create data summaries that can be understood and implemented at all levels

Knowledge/Skill/Abilities Leading To Success In This Role Include:

• Supply Chain related experience with a focus on process improvement
• Possess a sense of urgency, accountability, intellectual curiosity, and the ability to effectively express ideas/concepts across multiple layers of the organization
• Capability to proactively anticipate customers’ needs and develop practical alternatives based on value
• Ability to communicate across multiple capabilities and achieve alignment based on economic value

You’ve Got This?

• Bachelor’s degree in accounting, business, finance or related field
• Minimum of two years of relevant work experience
• Advanced Microsoft Office Excel skills (creating and modifying spreadsheets and using complex functions, filters, and graphs to analyze and manipulate data)
• Advanced understanding of 3-statement financial model
• Bi-lingual in English/Spanish; proficient level for verbal and written communication

What will Put You Ahead:

• +3 years experience in an analytical and/or accounting role
• Previous experience in a logistics organization
• System implementation & Report Building experience
• Experience with Vena Solutions
• Project management experience
• SQL Server Management Studio (SSMS) , PowerBI, or Tableau experience

What We Offer:

• Access to experts and resources for your Learning & Development journey
• Opportunity for internal mobility
• Employee referral bonus program
• Employee Resource Groups (ERGs)
• Annual fundraising and volunteer events to give back to communities
• Life Insurance policy for you starting 30 days after employment
• Personal Health Insurance coverage for you – Major Medical
• 30 days “Aguinaldo” Christmas bonus or prorated percentage your first year
• Vacation time starting at 12 days. Additional days will increase per Mexican Law
• Premium Vacation 50% vacation days (Prima vacacional)
• You will also receive benefits like Saving Plan (Fondo de Ahorro) and Food Coupons (Vales De Despensa) 6% or the Maximum amount by Mexican Law
• You will be provided a Cell Phone Allowance of $800 pesos per month minus applicable taxes

Redwood is an equal opportunity employer. Employment decisions at the Company are based on individual merit, qualifications, abilities, and the Company’s needs and resources. The Company does not discriminate in recruiting, hiring, compensation, promotions, discipline, termination or any other aspect of employment on the basis of an individual’s actual or perceived race, color, creed, religion, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity, national origin, ancestry, citizenship status, age, disability, marital status, military service or status, genetic information, arrest and conviction record, credit history, or any other basis protected by applicable law.