Performance Team

  • Financial Analyst

    Job Locations US-CA-Mira Loma
    Job ID
    # of Openings
  • Overview

    About the company: As a company, we promote a culture of honesty and integrity, and value the trust it allows us to build with customers and employees alike. If you are seeking to be a part of a family, this is the place for you!


    Performance Team (PT) is an industry-leading third-party logistics (3PL) company with nearly 30 years of experience in Warehousing, Distribution, Consolidation and Transportation. PT has 12 domestic hubs strategically located near major ports, interstate highways and intermodal rail lines allowing us to provide the retail and manufacturing industries with flexible B2B and B2C solutions for the movement, handling and distribution of goods. We believe that it is our talented team of professionals who help us stand at the forefront of the logistics industry today. Our focus on our people is what sets us apart and keeps our customers coming back to work with us! At a time when many companies are cutting back and losing their valuable resources, Performance Team is growing full force! Join the team that is outperforming the rest, and make a difference.


    Summary: We are looking for a Financial Analyst to join our growing team. Each of our Analysts are responsible for multiple Performance Team locations.


    Ideal candidate has distribution and/or logistics background, however, we will consider candidates from related industries.


    • Creates financial pricing models for new potential customer RFP’s (request for proposals) and for re-rating of existing customer agreements. Acts as the finance lead and works with multiple sources to efficiently pull together accurate RFPs for transportation and distribution customers.
    • Creates and analyzes monthly, quarterly, and annual reports. Assists in the monthly close process to ensure financial information has been recorded accurately.      
    • Tracks financial and operating status by monitoring variances from plan.
    • Identifies trends and developments within the operation and various profit/cost centers and presents the findings and recommends improvements to senior management.
    • Performs weekly financial forecasting and reconciliation of internal accounts.
    • Able to handle P&L and income statements for mulitple facilities.
    • Conducts special studies to analyze complex financial actions and prepares recommendations for policy, procedure, control, or action.
    • Prepares timely and accurate reports, plans, and forecasts for internal and external constituents.
    • Analyzes financial information to determine present and future financial performance.
    • Collaborates with operational leadership to analyze, prepare (bottom up approach) and present the annual financial plan and capital budget.
    • Evaluates complex profit plans, operating records, and financial statements.
    • Establishes databases of pertinent information for use in analyzing future plans and forecasts.
    • Makes recommendations to management regarding cost saving or profit generating opportunities and profitability improvement strategies including the ROI.
    • Coordinates with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans, acquisition activity, new business planning, trended future requirements, government requirements, and operating forecasts.
    • Has knowledge of and can apply commonly-used concepts, practices, and procedures within the finance and accounting field.
    • Collaborates heavily with operational leadership to provide quality tools to expedite and improve decision-making.


    • Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.
    • MAS 500 Accounting software, MS Excel, MS PowerPoint, Access and MS Word software.
    • Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
    • Experience in distributions/logistics preferred but not required.

    EEO Statement

    Performance Team is proud to be an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.


    Performance Team will consider qualified applicants with criminal histories in a manner consistent with all legal requirements.






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