Financial Analyst

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.

Job Inputs:

• 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

Planning/Organizing/Managerial Knowledge:

• Strong math, organization, critical thinking, and problem solving skills
• Proactive, organized approach to multitasking and prioritization
• Effectively manages time and consistently meets deadlines with some guidance from manager
• Ability to recognize patterns and trends in large data sets and use numerical information to develop business strategies
• Demonstrates accuracy, thoroughness and effectiveness in work
• Demonstrates attention to detail and commitment to doing quality work
• Adjusts quickly to new or changing assignments, processes and people
• Displays professionalism and remains composed when faced with challenges
• Learns from experience; modifies behavior to be more effective
• Recognizes one’s own strengths and opportunities for growth
• Solves a range of problems in straightforward situations; analyzes possible solutions and assesses each using standard procedures
• Applies expertise to improve efficiency and accomplish objectives within own area of responsibility
• Understands the key business drivers; uses this knowledge in own work.  Expands fundamental knowledge in own function and broadens skills
• Decisions are guided by policies and procedures; receives moderate guidance and oversight from manager

Communicating & Influencing Skills:

• Strong verbal and written communication skills
• Strong research and presentation skills
• Strong interpersonal and customer service skills
• Ability to summarize and express information and ideas in a clear and organized manner
• Responds to non-standard requests; investigates with assistance from others as needed
• Gathers, clarifies, and applies information to provide timely and effective responses to the needs of both internal and external customers
• Takes personal responsibility for customer satisfaction and loyalty
• Works independently or with others within own area or department to achieve team goals
• Identifies and removes barriers to effective teamwork
• Offers support to other team members; follows through on commitments
• Applies emotional intelligence in responses and reactions
• Demonstrates consistency between words and actions
• Listens openly and carefully to others’ ideas and suggestions; respects opposing points of view
• Consistently earns trust, loyalty and respect of others

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INDMISC

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 $60,800.00 - $86,640.00 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.