Financial Analyst

Holman•Mount Laurel, NJ

23h•Hybrid

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. Job Inputs: Act as a central point of contact for IT, sales, vehicle remarketing, client relations, accounting, finance, and billing departments; ensure smooth information exchange and collaboration across these areas. Gather updates from various departments within the company and consolidate them into coherent reports or presentations. Perform quantitative and qualitative research as needed; prepare reports and presentations for management use, providing insights and recommendations based on analysis. Utilize internal and external data sources to analyze client performance and behavior; provide actionable insights to support decision-making related to lease portfolio management. Assist with analyzing lease portfolio expansion opportunities; evaluate potential opportunities for portfolio growth based on market trends, client needs, and strategic objectives. Manage the Request for Proposal (RFP) process from clients, including developing initial responses and recommending strategies for cost savings and revenue growth. Develop sophisticated financial models that can accommodate various funding products and scenarios. These models should support strategic decision-making and forecasting. Create and maintain lease dashboards that monitor key portfolio metrics and performance indicators across different jurisdictions. These dashboards should provide real-time insights to support proactive management. Contribute to the organization’s knowledge base by preparing and reviewing articles related to leasing, ensuring accuracy and relevance. Perform all other duties and special projects as assigned

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field or equivalent work experience
2+ years’ experience in financial analysis roles
Experience in managing projects, particularly in a cross-functional environment involving IT, sales, client relations, and finance
Proven experience in conducting ad hoc research, preparing detailed reports, and creating presentations for management
Strong proficiency in financial modeling, including building adaptable models for different funding products and scenarios
Familiarity with leasing industry practices, lease accounting standards (such as ASC 842), and regulatory requirements
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
Strong math, organization, critical thinking, and problem solving skills
Proactive, organized approach to multitasking and prioritization
Effectively manages time and consistently meets deadlines with some guidance from manager
Ability to recognize patterns and trends in large data sets and use numerical information to develop business strategies
Demonstrates accuracy, thoroughness and effectiveness in work
Demonstrates attention to detail and commitment to doing quality work
Adjusts quickly to new or changing assignments, processes and people
Displays professionalism and remains composed when faced with challenges
Learns from experience; modifies behavior to be more effective
Recognizes one’s own strengths and opportunities for growth
Solves a range of problems in straightforward situations; analyzes possible solutions and assesses each using standard procedures
Applies expertise to improve efficiency and accomplish objectives within own area of responsibility
Understands the key business drivers; uses this knowledge in own work.
Expands fundamental knowledge in own function and broadens skills
Decisions are guided by policies and procedures; receives moderate guidance and oversight from manager
Strong verbal and written communication skills
Strong research and presentation skills
Strong interpersonal and customer service skills
Ability to summarize and express information and ideas in a clear and organized manner
Responds to non-standard requests; investigates with assistance from others as needed
Gathers, clarifies, and applies information to provide timely and effective responses to the needs of both internal and external customers
Takes personal responsibility for customer satisfaction and loyalty
Works independently or with others within own area or department to achieve team goals
Identifies and removes barriers to effective teamwork
Offers support to other team members; follows through on commitments
Applies emotional intelligence in responses and reactions
Demonstrates consistency between words and actions
Listens openly and carefully to others’ ideas and suggestions; respects opposing points of view
Consistently earns trust, loyalty and respect of others

Nice To Haves

Additional education, certifications, or other distinctions are a plus
Proficient in financial analysis tools (such as Excel, financial modeling software), database querying (SQL), and dashboarding tools (Tableau, Power BI) preferred
Proficient in various desktop tools including MS Office Programs (i.e. Outlook, Word, PowerPoint, Project, Visio, SharePoint etc.)
Experience in client-facing roles or managing the RFP process preferred

Responsibilities

Act as a central point of contact for IT, sales, vehicle remarketing, client relations, accounting, finance, and billing departments; ensure smooth information exchange and collaboration across these areas.
Gather updates from various departments within the company and consolidate them into coherent reports or presentations.
Perform quantitative and qualitative research as needed; prepare reports and presentations for management use, providing insights and recommendations based on analysis.
Utilize internal and external data sources to analyze client performance and behavior; provide actionable insights to support decision-making related to lease portfolio management.
Assist with analyzing lease portfolio expansion opportunities; evaluate potential opportunities for portfolio growth based on market trends, client needs, and strategic objectives.
Manage the Request for Proposal (RFP) process from clients, including developing initial responses and recommending strategies for cost savings and revenue growth.
Develop sophisticated financial models that can accommodate various funding products and scenarios. These models should support strategic decision-making and forecasting.
Create and maintain lease dashboards that monitor key portfolio metrics and performance indicators across different jurisdictions. These dashboards should provide real-time insights to support proactive management.
Contribute to the organization’s knowledge base by preparing and reviewing articles related to leasing, ensuring accuracy and relevance.
Perform all other duties and special projects as assigned

Benefits

Health Insurance
Vision Insurance
Dental Insurance
Life and Disability Insurance
Flexible Spending and Health Savings Accounts
Employee Assistance Program
401(k) plan with Company Match
Paid Time Off (PTO)
Paid Holidays, Bereavement, and Jury Duty
Paid Pregnancy/Parental leave
Paid Military Leave
Tuition Reimbursement
Regular Full-Time We offer excellent benefits including health, vision, dental, life and disability insurance, and 401(k) with company match. Our time off benefits include Paid Time Off (PTO), paid holidays, bereavement, and jury duty. In addition, we offer paid pregnancy and parental leave, and supplemental paid military leave to eligible employees.
Temporary or Part-Time In geographic areas with statutory paid sick leave, part-time and temporary employees will receive a paid sick leave benefit that meets the mandated requirements.