Financial Planning & Analysis Analyst

Why be average when you can be ROMARKABLE?

Founded in 1954, Romark has established itself as a premier logistics provider with a strategic focus on innovation and technology, including robotics and automation, management of finished goods and plant support. The company leverages its leading-edge technology to provide best-in-class service to clients, including some of the world’s leading consumer packaged goods, pharmaceutical, and retail companies.

As a family-owned company with integrity, we understand the importance of long-term relationships with our employees and their families, customers, and vendors based on respect, flexibility, hard work, and doing the right thing every day. We are currently recruiting for the position of Financial Planning & Analysis (FP&A) Analyst.

The FP&A Analyst will play a key role in driving financial performance, forecasting, and strategic decision-making within a fast-paced logistics and warehousing environment. This role is responsible for budgeting, financial modeling, operational analysis, and supporting leadership with actionable insights to optimize costs, improve margins, and support growth initiatives. This an in-office, 5-days a week role with occasional travel to site locations.

Key Responsibilities 

Financial Planning & Forecasting 

• Develop and maintain annual budgets, quarterly forecasts, and long-range financial plans 

• Analyze trends in revenue, labor costs, transportation expenses, and warehouse operations 

• Partner with operations teams to align financial forecasts with volume projections and capacity planning 

Performance Analysis 

• Monitor key performance indicators (KPIs) such as cost per unit, labor efficiency, storage utilization, and throughput 

• Conduct variance analysis (actuals vs. budget/forecast) and provide clear explanations 

• Identify cost-saving opportunities and operational efficiencies 

Business Partnering 

• Collaborate with warehouse operations, transportation, and supply chain teams to support decision-making 

• Provide financial insights on new customer contracts, pricing models, and capital investments 

• Support site-level financial reviews and routine business reviews 

Reporting & Insights 

• Prepare monthly, quarterly, and ad hoc financial reports for senior leadership 

• Build dashboards and visualizations to track financial and operational performance 

• Translate complex financial data into actionable recommendations 

Financial Modeling 

• Develop models for pricing, labor planning, capital expenditures, and network expansion 

• Evaluate profitability of customers, contracts, and facilities 

• Support scenario planning (e.g., volume changes, rate adjustments, new site launches) 

Process Improvement 

• Improve financial reporting processes, tools, and data accuracy 

• Assist in ERP/WMS/TMS integrations from a financial perspective 

• Drive automation and standardization across financial workflows 

Skills & Competencies 

• Strong financial modeling and analytical skills 

• Advanced proficiency in Excel (pivot tables, financial models, scenario analysis) 

• Experience with BI tools (e.g., Power BI, Tableau) and ERP systems 

• Understanding of logistics KPIs (labor productivity, cost per pallet/order, etc.) 

• Ability to communicate financial concepts to non-financial stakeholders 

• Detail-oriented with strong problem-solving abilities 

We offer an excellent benefit and compensation package.

• Medical, prescription, vision, and dental.
• Paid time off and holidays.
• Paid Life Insurance, STD, and LTD.
• 401(k) and Profit-Sharing Plan.

Successful completion of a pre-employment physical, drug screen and background check are required for all qualified applicants.

EOE

Qualifications 

Education & Experience 

• Bachelor’s degree in Finance, Accounting, Economics, or related field 

• 2–5+ years of FP&A, finance, or related experience (logistics, supply chain, or warehousing preferred) 

• Prior experience supporting privately held business/clients a plus 

Preferred Qualifications 

• Experience in 3PL (third-party logistics) or distribution environments 

• Familiarity with warehouse management systems (WMS) and transportation systems (TMS) 

• MBA, CPA, or CFA (a plus but not required)