Financial Analyst - Financial Planning & Analysis

Holman•Maple Shade, NJ

12d

About The Position

Holman is a family-owned, global automotive services organization anchored by our deeply rooted core values and principles that have enabled us to continue Driving What’s Right throughout the last century. Our teams deliver the Holman Experience by treating our customers and each other as we would like to be treated, and creating positive, rewarding relationships all around. The automotive markets Holman serves include fleet management and leasing; vehicle fabrication and upfitting; component manufacturing and productivity solutions; powertrain distribution and logistics services; commercial and personal insurance and risk management; and retail automotive sales as one of the largest privately owned dealership groups in the United States. What will you be doing? Forecasting Develop and maintain the company’s long-term financial plan, integrating key business drivers and strategic initiatives. Coordinate and prepare the annual budget, working closely with various departments to ensure accuracy and completeness. Create and update financial forecasts, providing variance analysis against budget and prior forecasts. Compile and prepare deliverables used to present financial results to Senior Management, including detailed analysis and executive summaries. Assist in the creation of presentations for executive review, and other strategic forums. Perform various analytical tasks and special projects as assigned, providing insights and recommendations based on findings. Conduct detailed financial and operational analyses to support business decisions and strategy development. Assist in the development and implementation of analytical tools and models for both project-specific and ongoing business needs. Define, develop, and track key performance indicators (KPIs) and metrics to measure business performance. Generate and deliver detailed reports on KPIs and metrics, identifying trends and providing actionable insights. Verify the accuracy of financial data and reports, ensuring consistency and reliability of information. Act as a financial resource and support to other business units, addressing queries and providing guidance as needed. Pricing Analysis and Sales Team Advisement Regularly assess product profitability by analyzing costs, revenues, and other relevant factors. Update underlying assumptions such as cost structures, pricing models, and market trends to ensure accuracy. Provide insights and recommendations based on profitability analysis to optimize product performance. Collaborate with Sales leadership to understand business needs and requirements related to internal pricing tools. Provide support in the development, updating, and enhancement of pricing tools based on feedback and findings. Communicate effectively with Sales leadership to ensure alignment between financial analysis and sales strategies. Utilize Power BI to create comprehensive reports for management, highlighting key financial trends, patterns, and predictions. Interpret data and provide meaningful insights to stakeholders, supporting strategic planning and business decisions. Analyze client profitability by evaluating revenue streams, costs, and resource allocations. Prepare detailed reports and presentations outlining profitability metrics for individual clients. Identify opportunities for improving profitability and provide recommendations to the business. Engage in ad-hoc analytical tasks and special projects as assigned by management.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field or equivalent work experience
Experience with financial software such as Power BI, Excel, and other data analysis tools
Experience with ERP and financial modeling software
Proficient in various desktop tools including MS Office Programs (i.e. Outlook, Word, PowerPoint, Project, Visio, SharePoint etc.)
2-4 years’ experience
Breadth and depth of expertise in a technical or functional area; knowledge of work processes and tools is generally limited to own area of responsibility or department
Collecting and analyzing raw data to identify trends, patterns, anomalies, and other helpful information.
Reviewing and improving analytics processes, methods, and tools to increase efficiency, accuracy, and security

Nice To Haves

Additional education, certifications, or other distinctions are a plus

Responsibilities

Forecasting Develop and maintain the company’s long-term financial plan, integrating key business drivers and strategic initiatives.
Coordinate and prepare the annual budget, working closely with various departments to ensure accuracy and completeness.
Create and update financial forecasts, providing variance analysis against budget and prior forecasts.
Compile and prepare deliverables used to present financial results to Senior Management, including detailed analysis and executive summaries.
Assist in the creation of presentations for executive review, and other strategic forums.
Perform various analytical tasks and special projects as assigned, providing insights and recommendations based on findings.
Conduct detailed financial and operational analyses to support business decisions and strategy development.
Assist in the development and implementation of analytical tools and models for both project-specific and ongoing business needs.
Define, develop, and track key performance indicators (KPIs) and metrics to measure business performance.
Generate and deliver detailed reports on KPIs and metrics, identifying trends and providing actionable insights.
Verify the accuracy of financial data and reports, ensuring consistency and reliability of information.
Act as a financial resource and support to other business units, addressing queries and providing guidance as needed.
Regularly assess product profitability by analyzing costs, revenues, and other relevant factors.
Update underlying assumptions such as cost structures, pricing models, and market trends to ensure accuracy.
Provide insights and recommendations based on profitability analysis to optimize product performance.
Collaborate with Sales leadership to understand business needs and requirements related to internal pricing tools.
Provide support in the development, updating, and enhancement of pricing tools based on feedback and findings.
Communicate effectively with Sales leadership to ensure alignment between financial analysis and sales strategies.
Utilize Power BI to create comprehensive reports for management, highlighting key financial trends, patterns, and predictions.
Interpret data and provide meaningful insights to stakeholders, supporting strategic planning and business decisions.
Analyze client profitability by evaluating revenue streams, costs, and resource allocations.
Prepare detailed reports and presentations outlining profitability metrics for individual clients.
Identify opportunities for improving profitability and provide recommendations to the business.
Engage in ad-hoc analytical tasks and special projects as assigned by management.