Senior Financial Analyst - Portfolio Management & Strategy
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. Holman serves automotive markets including fleet management and leasing, vehicle fabrication and upfitting, component manufacturing, powertrain distribution, insurance and risk management, and retail automotive sales. The Senior Financial Analyst will be the lead analyst on non-standard client analyses and long-term projects, creating new tools and improving existing processes. This role involves utilizing data mining techniques and in-depth analysis to develop solutions for ad hoc requests, applying knowledge of Microsoft Office and other software to improve efficiency and accuracy, and utilizing expertise to help develop junior team members’ technical skills. The analyst will also lead projects and review the work of other Financial Analysts, and perform all other duties and special projects as assigned.
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
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
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
- Jury Duty
- Paid Pregnancy/Parental leave
- Paid Military Leave
- Tuition Reimbursement
- Competitive wages that are commensurate with job-related skills, experience, relevant education or training, and geographic location
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What This Job Offers
Job Type
Full-time
Career Level
Senior
