Financial Analyst

Holman•Mount Laurel, NJ

23h•$60,800 - $86,640•Hybrid

About The Position

Holman is a family-owned, global automotive services organization with deeply rooted core values. The company serves various automotive markets including fleet management and leasing, vehicle fabrication, component manufacturing, powertrain distribution, insurance, and retail automotive sales. The Financial Analyst acts as a central point of contact for IT, sales, vehicle remarketing, client relations, accounting, finance, and billing departments, ensuring smooth information exchange. This role involves gathering updates, performing quantitative and qualitative research, preparing reports and presentations for management, and providing insights and recommendations. The analyst will utilize internal and external data to analyze client performance and behavior, support decision-making related to lease portfolio management, and assist with analyzing lease portfolio expansion opportunities. Key responsibilities also include managing the Request for Proposal (RFP) process, developing sophisticated financial models for various funding products and scenarios, and creating and maintaining lease dashboards to monitor key portfolio metrics. Additionally, the analyst contributes to the organization’s knowledge base by preparing and reviewing articles related to leasing and performs other assigned duties and special projects.

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

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
Create and maintain lease dashboards that monitor key portfolio metrics and performance indicators across different jurisdictions
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