Financial Analyst

Position Description 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. Education and Training Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field or equivalent work experience. 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.). Relevant 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. Experience in client‑facing roles or managing the RFP process preferred. 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 match, and much more. 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 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. 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. Pay We offer competitive wages that are commensurate with job‑related skills, experience, relevant education or training, and geographic location, starting in the range of $60,800.00 - $86,640.00 USD annually for full‑time employees. The annual compensation range is comprised of base pay earnings. Equal Opportunity Employment and Accommodations Holman provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. If you are a person with a disability needing assistance with the application process, please contact View email address on click.appcast.io. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. #J-18808-Ljbffr