TruRoots Company

Financial Planning and Analysis

• Conduct financial analysis to support business planning and decision making by presenting insights and recommendations to management.
• Develop and manage standard costs for new and existing items.
• Complete month-end close tasks, including monthly financial reports for the Executive Leadership Team and various Business Units.
• Assist with procurement analysis and related projects including but not limited to spend analysis.
• Partner with Logistics department to provide an in-depth financial analysis of actual spend on transportation costs.
• Assist with Product and Customer P&Ls, assessing their profitability.
• Evaluate and analyze capital expenditures, manufacturing, and continuous improvement projects.
• Participate in preparing and compiling annual budgeting and multi-year planning processes for assigned categories of the P&L.
• Utilize enterprise systems to consolidate data from various systems.
• Perform ad-hoc financial and variance analysis upon request.

Financial Analyst

Customer Support

• Own order shipment execution for customers, ensuring on-time shipment and delivery
• Monitor orders, providing tracking updates and communication of delays, proactively identifying issues and implementing solutions to maintain customer satisfaction
• Work with CPU customers and carriers to improve and maintain on-time order pick ups
• Responsible for coordinating routing for weekly Walmart orders, with a focus on efficiency and OTIF. Ensuring schedule is maintained and shipments are delivered timely
• Partner with warehouse and transportation teams to ensure on-time shipments, pick-ups and delivery with a focus on internal KPI’s
• Serve as the primary point of contact for shipment-related inquiries, providing timely and professional responses
• Build strong relationships with customers and internal stakeholders to understand expectations and deliver solutions
• Research and validate deductions, claims, and chargebacks, participating in process improvement initiatives to minimize fines and discrepancies
• Maintain accurate records of customer information, expectations, and requirements

Financial Analyst

Logistics and Customer Service Specialist