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This role is centered on forecasting and budgeting future financial results for our Automobile Lease Portfolio. The successful candidate will work closely with accounting management and senior management to prepare monthly, quarterly, and annual analytics.
Job Responsibility:
Prepare and review lease accounting records and supporting data to provide insight and additional metrics on data analysis
Assist in the preparation of the annual budget and monthly forecasting
Conduct analysis and provide insight into the company’s operation to achieve more profitable results
Prepare ad-hoc and other reports as directed by management
Identify ways to promote efficiency within the financial reporting process and implement best practices
Protect the organization’s value by keeping information confidential
Prepare variance analysis on a monthly and ad hoc basis
Adhere to department policies and procedures
Forecast and budget financial resources
Perform financial analysis and modeling
Allocate expenses accurately
Prepare comprehensive financial statements
Requirements:
Possession of a minimum of 5 years of experience in a similar role as a Sr. Financial Analyst or related capacity
Proficiency in using CRM and ERP Solutions, with a particular focus on ERP - Enterprise Resource Planning
Strong knowledge and experience in handling Accounting Functions
Proven experience in managing Budget Processes and Expense Reporting
A deep understanding of finance principles and practices
Proficiency in using Microsoft SQL
Experience in Budgeting - Forecasting, demonstrating an ability to predict financial trends
Ability to communicate effectively, both verbally and in writing
Excellent analytical and problem-solving skills
Ability to work independently and as part of a team
Strong attention to detail and accuracy
Bachelor’s degree in Finance, Accounting, or related field
Advanced degree or certification such as a CPA or CFA is a plus
Ability to maintain confidentiality and exercise extreme discretion
Excellent problem-solving and customer service skills
Nice to have:
Advanced degree or certification such as a CPA or CFA
What we offer:
Medical, vision, dental, and life and disability insurance
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