EFM - Analyst, Accounting Operations

Overview

Estes Final Mile, a wholly owned subsidiary of Estes Express Lines, was launched in 2016 to address the growing demand for final mile delivery of consumer and retail goods to residences and businesses across the US. At Estes Final Mile, our focus is on providing a world class customer delivery experience through the use of our technology enabled delivery network, resulting in industry leading service unmatched in the Industry.

We are proud to offer highly competitive pay and a comprehensive benefits package, including:

• Paid vacation, sick time, and holidays
• 401(k) plan with company match
• Medical, dental, and vision insurance
• Short- and long-term disability plans
• Life and accidental death & dismemberment insurance
• Job referral bonus program
• Salary Range: $24.50/hour to $30.00/hour

Responsibilities

The Analyst, Accounting Operations provides day-to-day accounting, financial operations, analytical, and systems support to Operations Support and EFM leadership. The role manages bookkeeping, invoicing, AP/AR support, reconciliations, carrier and vendor settlements, reporting, and customer/vendor/carrier setup while maintaining accurate records and audit trails. The position will research variances, identify financial and operational trends and risks, and support process improvements to ensure accurate and timely transactions. Following training and development, the role will be cross trained across core operations support functions and serve as a key continuity and succession resource for the Corporate Administrator and Manager, Operations Support roles.

To perform this job successfully, an individual must satisfactorily perform each essential duty. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential duties.

• Provide day-to-day accounting, financial operations, analytical systems, and administrative support to the Manager, Operations Support and EFM leadership; perform routine bookkeeping and maintain support schedules, transaction records, account documentation, and other financial records.
• Support blended invoicing, accounts payable, and accounts receivable functions, including preparation, review, processing, distribution, payment tracking, and supporting documentation.
• Complete account, invoice, payables, receivables, carrier settlement, and operational reconciliations; research variances, identify root causes, and coordinate corrections.
• Audit customer billing and carrier or vendor invoices, and validate carrier and vendor settlements, against agreed rates, accessorials, service and shipment details, and supporting documentation, including bills of lading, proof of delivery, customs paperwork, and related record; investigate and resolve discrepancies.
• Support weekly invoicing audits, period-end activities, and internal or external audits by preparing reconciliations, schedules, data, and supporting documentation; maintain organizing records for document retention, internal controls, reporting, and a clear audit trail.
• Compile, analyze, and interpret financial and operational data to identify trends, anomalies, risks, and opportunities; summarize findings and practical recommendations for management review.
• Create and maintain routine and ad-hoc reports, data extracts, key performance metrics, dashboards, and Excel-based tools for internal and external users.
• Complete backend customer, vendor, and carrier onboarding and system setup, including master data, billing and payment configuration, rates or terms, and required documentation; support system administration through data integrity, user access coordination, testing, process documentation, and issue resolution.
• Collaborate with Accounting, Operations, IT and other departments to resolve issues, improve workflows, strengthen controls, and support departmental projects; communicate with internal teams and as needed, customers, carriers, and vendors regarding invoices, payments, discrepancies, documentation, and system setup.
• Crosstrain on core Operations Support responsibilities and serve as the designated backup for the Corporate Administrator and key Manager, Operations Support functions during absences, transitions, vacancies, or periods of increased workload.
• Maintain an affiliative, professional demeanor, protect confidential business and financial information, provide excellent internal and external customer service.
• Comply with company C-TPAT and TSA security procedures.
• Perform other duties as assigned.

Qualifications

The qualifications listed below are representative of the minimum knowledge, skill, and/or ability required.

SKILLS AND ABILITIES

• Working knowledge of bookkeeping and accounting practices, including accounts payable, accounts receivable, account reconciliation, financial records, internal controls, and audit trails.
• Ability to research, interpret, and reconcile financial reports, transaction details, invoices, settlement records, and supporting documentation.
• Strong proficiency in Microsoft Excel, including formulas, lookup functions, pivot tables, data validation, and manipulation of large data sets; proficiency in Microsoft Office and familiarity with business intelligence software preferred.
• Ability to analyze financial and operational data, identify trends and discrepancies, determine root causes, and communicate practical conclusions or recommendations.
• Ability to read and interpret complex business and/or technical documents.
• Ability to write comprehensive reports and detailed business correspondence.
• Ability to work with groups of people such as other departments and communicate known concepts.
• Ability to present to a group of departments.
• Ability to solve problems with a variety of concrete variables through semi-standardized solutions that require some ingenuity and analysis.
• Ability to draw inferences and follow prescribed and detailed procedures to solve moderately complex problems.
• Ability to maintain stable performance under pressure and handle confidential or sensitive information appropriately.
• Must be eligible to work in the United States.
• At this time, EFM will not sponsor a new applicant for employment authorization for this position.
• EFM prides itself on the quality of its employees and as such, candidates who receive a job offer will be required to successfully pass a drug screen and a background check.
• EFW offers an opportunity to grow and develop your career in an environment that provides a fulfilling workplace for employees, creates an environment for continuous learning, and embraces the ideas and diversity of others. All qualified applicants will receive consideration for employment without regard to sex, pregnancy, race, ethnicity, color, creed, religion, national origin, age, disability status, protected veteran status, marital status, sexual orientation, gender identity or expression, or any other legally protected status.

SUPERVISION

The position functions with supervision

EDUCATION/EXPERIENCE

Minimum of a bachelor’s degree (or equivalent) in accounting, finance, business administration, or related field and 2-4 years of experience in bookkeeping, accounts payable, and/or receivable, accounting operations, financial reconciliation, invoicing, or related financial support required. However, a combination of experience and/or education will be taken into consideration. Experience in transportation or logistics, freight billing, carrier settlement, or related functions preferred.

LICENSES/CERTIFICATIONS

None required.

Travel

None required.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties.

Typically sitting at a desk or table. Intermittently sitting, standing, walking or stooping.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential duties of this job. Reasonable accommodations will be made to enable individuals with disabilities to perform essential duties.

Normal office situation.

EFM is an Equal Opportunity Employer, Minorities/Female/Disabled/Veteran.