Director, Financial Planning and Analysis

Reports To: Chief Transformation Officer

Location: Chicago, IL

Environment: Hybrid (3 days onsite; 2 remote)

Status: Exempt

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 the Director of Financial Planning and Analysis working within Redwood Logistics (our shared services group) you will provide strategic insights that empower senior leadership to make data-driven decisions and optimize financial performance across all business units. You will lead a high-performing team responsible for forecasting, budgeting, financial analysis, and reporting across various business units, including Brokerage, Managed Services, Platform Services, Warehousing, and Trucking. You will collaborate closely with senior leadership, providing actionable insights and recommendations to drive business growth and profitability.

How You Make a Difference Everyday:

Leadership and Financial Strategic Focus

• Lead, mentor and develop a high-performing team of financial analysts
• Provide clear direction and feedback to ensure the team’s alignment with organizational goals and priorities
• Lead cross-functional projects and teams for key metrics, process improvement or strategic initiatives
• Responsibility for shaping financial strategy in line with overall company goals, providing insights and new ideas to financial executives

Driving interactions with Business Leaders around financial performance, acting as a trusted advisor to provide insights

• Focus on driving profitable growth and improving financial performance
• Highlight comparisons to budget, forecasts, prior periods -- and seek to understand the drivers and help to tell the story appropriately
• Report out on Monthly basis with Business Leaders
• Collaborate with business units to develop actionable solutions that drive financial performance and operational efficiency
• Always focus on the future and how to drive improvements with processes, tools, and interactions/communication

Responsibility for all Financial Reporting

• Prepare and present financial reports and performance dashboards for stakeholders to drive focus on the most meaningful metrics and drive greater value creation
• Monthly, Quarterly performance decks and letters; Board slide preparation
• Closely align with the accounting group to close the books and provide input and insight
• Own all Enterprise Financial Reporting to enterprise, currently use Vena as primary platform
• Administrator of the Vena Platform
• Lead continuous improvements in financial reporting processes, tools, and systems

Responsibility for the Annual budget process

• Lead and coordinate annual budget and forecast process for a complex multi-product platform that includes Brokerage, Managed Services, Platform Services, Warehousing and Trucking lines of business
• Structure, Timelines, and Technology (currently use Vena)
• Preparation of Board deck presentation with all support

Collaboration

• Will work closely with accounting and financial operations, Human Resources, and all key functional business owners as well as Business Unit owners
• Will work with our Private Equity owners to meet any requests

You’ve Got This?

• Previous leadership experience in Financial Planning & Analysis: 7-10 years’ experience in field; minimum 4 years people management experience

• Bachelor’s degree from an accredited college or university in Accounting or Finance strongly preferred

• Strategic thinker who understands how to shape tactical actions to support strategic initiatives

• Ability to develop and effectively direct team

• Ability to manage diverse tasks effectively

• Proficiency working with large datasets, MS excel, Powerpoint, and forecast modeling.

• Familiarity with Tableau, PowerBI or other analytical or presentation software preferred.

• Experience with Netsuite and Financial Reporting or Planning Software as Admin or modeler preferred

• Experience working with Vena or other budgeting software a plus

• Attention to detail

• Basic understanding of Internal Financial Control Standards

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
• Paid time off, floating holidays, time off to volunteer and rollover
• Paid parental leave
• Medical, dental, vision and 401k plans (with match)
• Flexible spending account, mass transit and dependent care plans available
• Health savings account, with a annual company contribution for plan participants
• Short-term and long-term disability; life insurance policies subsidized by company
• Additional benefits including pet insurance, accident care, access to legal advice and more

Work Schedule:

This position is exempt, full-time, and hybrid, where up to 3 days per week onsite is required. While this role primarily works Monday through Friday during normal business hours, some evening or weekend availability may be required.

Compensation Range:

$149,760-$183,040

This position is eligible to earn an annual incentive based on individual and company performance.

The estimated pay range reflects an anticipated range for this position. The actual base salary offered will depend on a variety of factors, including the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, and the geographical location in which the applicant lives and/or which they will be performing the job.

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.