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/or 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

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