Senior Financial Analyst - Portfolio Management & Strategy

Holman is a family-owned, global automotive services organization anchored by our deeply rooted core values and principles that have enabled us to continue Driving What’s Right throughout the last century. Our teams deliver the Holman Experience by treating our customers and each other as we would like to be treated, and creating positive, rewarding relationships all around.

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 as one of the largest privately owned dealership groups in the United States.

Principal Purpose of Position: ​

• 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.

Education and/or Training:

• Bachelor’s degree in Accounting, Finance, or a related field
• MBA, other Graduate degrees, CPA or CFA a plus

Relevant Work Experience:

• 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.)

Planning/Organizing/Managerial Knowledge:

• 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

Communicating & Influencing Skills:

• 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 a 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

#LI-HYBRID

#LI-BS1

At Holman, we exist to provide rewarding careers and better lives for employees and their families. We hire, train, empower, and reward exceptional people. Our journey is guided by our desire to get it right every time and the acknowledgement that we have an opportunity to be better. To be better, we have to do better, and to do better we must know better. That’s why we are listening, open to learning new things – about ourselves and each other. We will never stop striving for improved diversity, equity, and inclusion because we are successful together when we feel trusted and supported. It’s The Holman Way.

At Holman, your total compensation goes beyond your paycheck. To position you for success and provide a rewarding career and better life for you and your family, Holman is proud to offer you the benefits you deserve; including protection against illness, disability, loss of work, or preparation for retirement. Below is a brief overview of the programs available to full-time employees (programs may vary by country or worker type):

• 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

Benefits:

Regular Full-Time

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.

Temporary or Part-Time

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 $72,950.00 - $103,955.00 USD annually for full time employees. The annual compensation range is comprised of base pay earnings.

Artificial Intelligence Statement

We recognize that applicants for positions at any organization may view AI tools for tasks such as drafting a resume or cover letter, provided the information is accurate and truthful. However, applicants should not use AI tools to:

• Answer interview questions on their behalf, or use AI tools in any way during the interview or other qualification process(es).

• Misrepresent or embellish qualifications, skills, or experience

• Create false or misleading representations of identity (e.g., deepfakes or altered images/videos)

Your application, whether an AI tool is used or not, should reflect your authentic abilities and experiences. Any use of AI that compromises honesty or integrity may result in disqualification from the process.

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 [email protected]

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.