Financial Analyst-Logistics

Company: Way Forward Consulting
Location: Coppell
Posted on: March 7, 2025

Job Description:

W2 job to a staffing company

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Location: 240 Dividend Dr, Coppell, TX, USA
Work Schedule: Fully onsite



Top Three Skills:
--- Knowledge of finance and risk management
--- Leadership and team building skills
--- Strong SQL knowledge for data querying and manipulation

Education and Years of Experience:
1) Undergraduate Degree in Business, Supply Chain, Logistics, or similar.
2) 5+ years of experience

This position is critical to the Logistics department: as an operational department with time sensitive daily executables needed to deliver products to customers, the claims specialist must drive claims to completion in a timely way, to ensure minimal impact to operations and inventory management.
The Logistics Claims Supervisor will report to the Claims Manager. This is a highly collaborative role within the Logistics department as well as with multiple Client departments and customers.

DUTIES AND RESPONISIBLITIES
State the major activities and job results for which the position is responsible.

--- Knowledge of finance and risk management
--- Leadership and team building skills
--- Strong SQL knowledge for data querying and manipulation
--- Ability to present data findings and visualizations clearly and concisely
--- Communication and negotiation skills
--- Ability to meet deadlines in a fast pace environment

PERFORMANCE STANDARDS
--- Risk management initiatives and proposals
--- Average claim handling time per claim type
--- Percentage of claims settled within established timeframes
--- Claim closure rate
--- Recovery Rate
--- Loss ratio

REQUIRED KNOWLEDGE, EDUCATION AND/OR EXPERIENCE:
List the special skills, technical knowledge, certification, experience or education a person would need to assume this position.
--- Minimum of 5 years of experience managing claims preferably in a small parcel environment.
--- Undergraduate Degree in Business, Supply Chain, Logistics, or similar.
--- Efficient in Microsoft Office suite - excel, outlook, word.
--- Expertise in Qlik Sense platform features and functionalities
--- Strong SQL knowledge for data querying and manipulation
--- Experience in SAP a plus.

Necessary Skills / Attributes
--- Demonstrated analytical, organizational, problem solving and creative thinking skills.
--- Ability to effectively prioritize workload in a fast paced, frequently changing environment.
--- Excellent Social and Communications skills (written, verbal).
--- Must be comfortable working in a multi-cultural business environment.
--- May have to support operation with after standard work hours and on weekends.
--- Exhibit composure under pressure.
--- Strong Math, communication and organizational skills.
--- Excellent attention to detail.
--- Ability to interact with all levels of Management including executives.

Keywords: Way Forward Consulting, Dallas , Financial Analyst-Logistics, Professions , Coppell, Texas