Senior Financial Analyst - Portfolio Management & Strategy

Holman•Mount Laurel, NJ

17h•$72,950 - $103,955•Hybrid

About The Position

Holman is a family-owned, global automotive services organization anchored by deeply rooted core values and principles. Their teams deliver the Holman Experience by treating customers and each other as they would like to be treated, fostering positive, rewarding relationships. 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. This position will serve as the lead analyst on non-standard client analyses and long-term projects, focusing on creating new tools and improving existing processes. The role involves utilizing data mining techniques and in-depth analysis to develop solutions for ad hoc requests, and applying knowledge of Microsoft Office and other software to enhance the efficiency and accuracy of group output. Additionally, the Senior Financial Analyst will leverage their expertise to develop junior team members’ technical skills, lead projects, and review the work of other Financial Analysts.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field
3-5 years of experience in finance, accounting, or data analytics
Working knowledge of Business Object or similar packages
Able to read and understand Financial Statements
Experience collecting and analyzing raw data to identify trends, patterns, and anomalies
Proficient in Microsoft Office (Excel, PowerPoint, Word & Outlook)
Familiar with data analytics/visualization tools (Power BI, Tableau, etc.)
Strong analytical and problem solving skills, with the ability to communicate findings
High standards of accuracy and ability to self-review work
Able to manage multiple priorities under competing deadlines
Highly organized
Comfortable working in a high-paced, deadline driven environment
Strong verbal and written communication skills
Able to work effectively independently as well as collaboratively within a team
Able to summarize data and present findings in an easy to understand format
Strong research and presentation skills
Comfortable with presenting to high level internal and external clients
Responds to non-standard requests from customers and the business; investigates with assistance from others as needed

Nice To Haves

MBA, other Graduate degrees, CPA or CFA a plus

Responsibilities

Be the lead analyst on non-standard client analyses and long term projects
Create new tools and improve upon existing processes
Utilize data mining techniques and in depth analysis to develop solutions for ad hoc requests
Apply knowledge of Microsoft Office and other software to improve efficiency and accuracy of group output
Utilize expertise to help develop junior team members’ technical skills
Lead projects and be able to review the work of other Financial Analysts
Perform all other duties and special projects as assigned.