Financial Analyst – Operations, Freight Spend, Shipping Revenue & Trade Analytics at Xirgo Holdings, Inc – Rolling Meadows, Illinois

Driving The Future of Smart Fleet Logistics

At Xirgo, we’re not just transforming logistics — we’re redefining what’s possible. Let’s move forward together.

We believe smarter tools create smarter operations. As the switched-on experts in IoT fleet solutions, we transform uncertainty into confidence, complexity into clarity, and data into decisions.

We empower partners with intelligent fleet logistics to create a more connected future. From bustling cities to open highways, from railroads to runways, our innovative technologies make peace of mind the new normal.

To be the world’s most trusted partner in smart fleet logistics, delivering comprehensive IoT solutions that transform data into useful information. We enhance fleet safety, efficiency, and performance—ensuring confidence at every step.

Position Summary

The Operations Analyst is a finance‑owned, highly quantitative role responsible for tracking, analyzing, and reporting on shipping expense, freight‑related revenue, and import/export activity, including tariffs, duties, landed cost, and tariff recovery claims. This role sits within the CFO’s organization and partners closely with Operations, Supply Chain, Accounting, customs brokers, and freight providers to ensure logistics activity is accurately reflected in financial results, forecasts, and executive reporting.

The ideal candidate has strong NetSuite experience, advanced analytical skills, and hands‑on exposure to CBP and ACE, including claims processing for tariff refunds and disputes. This role bridges operational data and financial outcomes, supporting margin analysis, cost control, cash recovery, and audit‑ready reporting.

Key Responsibilities

Freight Spend & Margin Analytics (FP&A‑Led)

• Own financial tracking and analysis of inbound and outbound freight expense, including parcel, LTL, FTL, ocean, air, and accessorial charges.
• Analyze freight cost drivers and explain variances versus budget, forecast, and prior periods reporting.
• Quantify freight’s impact on gross margin, contribution margin, and customer profitability.
• Support annual planning and rolling forecasts by modeling freight trends, rate changes, volume shifts, and carrier mix.

Shipping Revenue & Freight Cost Recovery

• Track and reconcile freight revenue, bill‑backs, and customer shipping recoveries against shipping costs incurred.
• Identify gaps between freight expense and recovery; quantify margin leakage and recommend pricing or process improvements in partnership with Operations and Sales.
• Partner with Accounting to ensure proper revenue and expense recognition, classification, and timing.

Import / Export, Tariffs & Landed Cost

• Maintain reporting on import/export activity including duties, tariffs, brokerage fees, and landed cost components.
• Quantify tariff and duty exposure by product, supplier, lane, and country of origin; communicate financial impacts to FP&A leadership.
• Build and maintain landed cost models that tie logistics and trade costs to inventory valuation and margin analysis.

ACE Claims Processing & Tariff Refunds

• Support and manage claims processing through ACE (Automated Commercial Environment) related to:
• • Tariff refunds
  • Post‑entry adjustments
  • Protests and tariff/duty disputes
• Track eligible refund opportunities, validate claim data against CBP entry summaries, broker documentation, and internal shipment records, and quantify expected recoveries.
• Partner with customs brokers and freight forwarders to prepare, submit, monitor, and reconcile ACE claims.
• Track claim status (filed, pending, approved, denied, collected) and ensure proper accounting treatment, forecasting, and cash reconciliation in NetSuite.
• Support Finance and Accounting during CBP inquiries, audits, or disputes with accurate analysis and documentation.

NetSuite Reporting, Accruals & Controls

• Use NetSuite to extract, reconcile, and validate shipping, inventory, and financial data (saved searches, transaction detail, GL tie‑outs).
• Prepare and support freight accruals, reconciliations, and month‑end close activities in partnership with Accounting.
• Improve data quality and consistency across carriers, items, customers, lanes, and accessorials to support scalable FP&A reporting.

Reporting & Decision Support

• Produce recurring dashboards and reporting packages.
• Translate operational logistics data into clear financial insights and recommendations.
• Support ad‑hoc analyses related to pricing, customer terms, carrier strategy, margin improvement, and cash recovery initiatives.

Core Deliverables

• Monthly freight spend and margin bridge (Actual vs Forecast/Budget)
• Freight recovery and shipping revenue reconciliation
• Tariff and duty exposure reporting
• ACE claims tracking and refund recovery reporting
• Landed cost analysis by product and lane
• Month‑end freight accrual and reconciliation support
• Executive‑level dashboards and variance explanations

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Supply Chain Analytics, or a related quantitative field.
• 3–6+ years of experience in FP&A, operations finance, supply chain finance, logistics analytics, or trade analytics.
• Hands‑on NetSuite experience required (reporting, saved searches, reconciliations).
• Direct experience with U.S. Customs and Border Protection (CBP) and ACE (Automated Commercial Environment).
• Demonstrated experience supporting ACE‑based claims processing, including tariff refunds, post‑entry adjustments, protests, or duty/tariff disputes.
• Experience working with customs brokers, freight brokers, and forwarders, including UPS, FedEx, and other domestic and international carriers.
• Advanced Excel skills (large datasets, modeling, pivot tables; Power Query a plus).
• Strong understanding of how freight, duty, and tariff activity flows into financial statements, accruals, forecasting, and cash flow.
• Ability to communicate complex analyses clearly to Finance and Operations leadership.

Preferred Qualifications

• Power BI or Tableau experience.
• Exposure to HTS classification support, Incoterms, and broker portals.
• Experience supporting audits, tariff reviews, or SOX‑relevant controls.
• Background in freight audit, landed cost analysis, or trade compliance analytics.

Success Profile

A successful candidate is a finance‑minded analyst who:

• Thinks in terms of margin, drivers, recoveries, and controls
• Is comfortable owning messy operational data and making it finance‑ready
• Can clearly explain tariff recovery and claims activity from ACE to cash
• Partners effectively across Accounting, Finance, Operations, and external providers while maintaining required Accounting and Finance discipline

Salary Range: $98k-$112k, plus bonus