Business Analyst & Deal Coordinator

We are looking for a highly analytical, detail-oriented, and driven professional to join our team as a Linehaul Business Analyst & Deal Coordinator.

This role is NOT just another financial analyst position—it's an opportunity to be at the center of major business transactions in the Linehaul industry. The ideal candidate is someone who loves numbers, understands trucking logistics, thrives on problem-solving, and can confidently work with sellers, buyers, and banks to structure profitable deals.

If you have strong financial analysis skills, business acquisition experience, and a deep commitment to learning trucking or logistics operations, this role is for you!
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What You’ll Be Doing:

???? Financial & Business Analysis
- Break down settlement statements to determine revenue sources, contract earnings, and fuel surcharge impacts.
- Accurately predict future revenue trends based on current operations, not outdated financials.
- Analyze profitability, costs, and business risks for potential buyers.
- Review payroll reports and correctly assign driver wages based on operational data.

???? Due Diligence & Risk Assessment
- Evaluate P&Ls, balance sheets, and payroll reports to ensure all financials are accurate.
- Identify red flags, hidden costs, or misreported earnings before structuring deals.
- Work with CPAs to obtain attestation letters for financial verification.
- Ensure buyer and seller documentation is complete and SBA-compliant.

???? SBA Loan Facilitation & Bank Coordination
- Serve as the key point of contact between our company and SBA lenders.
- Gather and submit tax returns, carved-out financials, settlement statements, and vehicle records for SBA approval.
- Work directly with underwriters and loan officers to push deals through financing.
- Troubleshoot common SBA loan issues and structure deals to meet bank requirements.

???? Operational Expertise & Business Structuring
- Understand Linehaul run types (dedicated, unassigned, solo, team) and how they impact earnings.
- Evaluate driver schedules, truck utilization, and maintenance costs.
- Advise buyers on business growth potential and contract modifications.
- Work closely with sellers to obtain critical business details.

???? Transaction Facilitation & Communication
- Coordinate between sellers, buyers, brokers, and banks to ensure deals close smoothly.
- Present structured, data-driven deal summaries for leadership review.
- Assist buyers in understanding contract transitions, financing, and risk factors.
- Ensure all due diligence requirements are met before finalizing transactions.
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Who We’re Looking For:
? An expert in financial analysis & forecasting – You can break down revenue sources, spot financial trends, and predict future earnings accurately.
? A trucking or logistics industry professional – You understand Linehaul, settlement statements, and run structures inside and out.
? A due diligence master – You can verify financials, identify risks, and ensure deal integrity.
? A problem-solver – You thrive on resolving discrepancies, structuring deals, and getting SBA loan approvals across the finish line.
? A strong communicator – You’re able to explain complex financial and operational details clearly to buyers, sellers, and lenders.
? Highly organized & detail-oriented – You can juggle multiple deals, track deadlines, and keep documentation 100?curate.
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Required Qualifications:
???? Experience in financial analysis & business acquisitions (trucking, logistics, or FedEx preferred).
???? Strong proficiency in P&Ls, balance sheets, settlement statements, and payroll reports.
???? Ability to structure and facilitate SBA loan transactions.
???? Deep commitment to learning the Linehaul operations, route structures, and contractor requirements.
???? Experience working with CPAs, attorneys, and loan underwriters to close deals.
???? Proficiency in Excel, QuickBooks, and financial modeling tools.
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???? Preferred:
- Experience in business brokering or M&A transactions.
- Understanding of bank underwriting criteria for business loans.
- Background in logistics, transportation, or trucking finance. (Or someone who can be committed to learning)
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Why Work at Us?
???? Impactful Work – Be part of high-stakes business transactions that directly shape the future of Linehaul operations.
???? Growth Opportunities – Develop high-value financial, analytical, and acquisition skills that make you a key player in the logistics industry.
???? Flexible Work Environment – Remote & hybrid options available.
???? Competitive Salary & Performance-Based Incentives – Your efforts will be rewarded based on deal success and efficiency.
???? Collaborate with Industry Experts – Work alongside FedEx contractors, financial analysts, brokers, and SBA lenders.

???? How to Apply
???? To apply, send your resume and a brief video introduction outlining your relevant experience to Upgrade to see actual info and Upgrade to see actual info