Financial Analyst – AI Reporting & Dashboards (Claude)

About the role

Location and schedule

• Tulsa, Oklahoma; onsite.
• Full-time, Monday through Friday, 8 a.m. to 5 p.m.

Salary

• The posting lists a salary of $60,000 without specifying a pay period.

Key responsibilities

• Prepare monthly financial reports with budget-to-actual and variance analysis by entity, division, and department.
• Support budgeting, forecasting, and cash-flow projections; update forecasts as results arrive.
• Analyze profitability by customer, lane, truck, and business unit and flag trends, risks, and opportunities.
• Build financial models and ad hoc analyses for equipment purchases, pricing, new locations, acquisitions, and other leadership decisions.
• Build KPI dashboards and scorecards using Claude, Excel workbooks, and presentation-ready summaries.
• Use Claude to structure exports from the TMS, accounting system, and spreadsheets.
• Reconcile outputs to the general ledger and source data, check formulas and totals, and correct errors before reports are issued.
• Build reusable Claude workflows and automate recurring reports using scheduled tasks and connected apps such as Microsoft 365, SharePoint, and Excel.
• Support month-end close, account reconciliations, and audit requests.

Required qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Solid understanding of financial statements and basic accounting concepts.
• Strong Excel and financial modeling skills, including pivot tables, lookups, formulas, and three-statement or driver-based models.
• Expert-level daily hands-on use of Claude and a required portfolio of 2–3 analyses, reports, dashboards, or workflows built with Claude.
• Strong prompting, clear communication of financial results to non-financial leaders, and attention to detail.
• Ability to verify AI outputs against source data, solve problems independently, and manage multiple requests.
• SQL or programming experience is not required.

Preferred qualifications

• One to three years of financial analysis, FP&A, or accounting experience preferred.
• Logistics, transportation, or supply chain finance experience and familiarity with freight KPIs preferred.
• Familiarity with TMS platforms such as McLeod and accounting or ERP systems preferred.
• Experience with multi-entity reporting, Claude Code, Claude skills, business-tool connections, or BI tools such as Power BI and Tableau preferred.

Benefits

• Benefits include health, dental, and vision insurance, 401(k) with company match, paid time off, paid holidays, and career development opportunities.

About Paul Logistics