Investment Planning Specialist

Posted 6 Days Ago
Be an Early Applicant
George Town
In-Office
Mid level
Information Technology • Software • Cybersecurity
The Role
The Investment Planning Specialist conducts feasibility analyses, supports investment decisions, manages financial activities, and fosters relationships across corporate functions to drive strategic growth initiatives.
Summary Generated by Built In

We firmly believe that our employees drive the success of the company! With success in mind as the ultimate goal, we strive to create and provide an environment that offers challenging, stimulating and financially rewarding opportunities. We are looking for The Right One to join our team!

What's In It For You?

  • Competitive Salary with Bonus Opportunities

  • Paid Time Off

  • Comprehensive Medical, Dental and Vision Benefits (Low Premiums!)

  • Flexible Spending and Health Savings Accounts

  • 14 Paid Company Holidays

  • 401(k) with Company Contribution

  • Educational Tuition Reimbursement

Summary

The Investment Planning Specialist is a key member of a small team of professionals in Toyota Tsusho America’s Corporate Development and Investment group. The individual in this role will help drive growth through investment, M&A, and other strategic initiatives. A thorough understanding of our diverse businesses will be used to collaborate with existing divisions on existing market growth strategies. Also the specialist will assist to evaluate new investment projects with business divisions for management approval. The specialist will support business units and subsidiaries even after the approval by monitoring financial activities of existing investment.

What You'll Do

  • Conduct feasibility analysis on important investment projects of all group companies from financial / strategic standpoint
  • Build strong relationships with key corporate functions, such as finance, accounting, and legal
  • Support and understand deal execution activities, including due diligence, financial modeling and valuation analysis, and assist cross-functional deal teams
  • Coordinate investment decisions in accordance with Toyota Tsusho group’s policy (review all investment proposals for management approval.)
  • Support subsidiaries’ start up activities, such as guiding them to establish proper Control Process and Policy.
  • Communicate with business divisions to provide suggestions, review notes and guide them to the correct approval process.

QUALIFICATIONS

  • Bachelor’s degree in finance and accounting
  • Prior experience in financial analysis, FP&A, business valuation, budget control
  • Strong cost accounting and financial analysis skills
  • Experience with financial modeling
  • Requires critical thinking and problem-solving skills
  • Highly organized, displays strong initiative and ability to manage multiple projects
  • Familiar with A3 Report format or experience in creating A3 Report
  • Ability to work well with others in a fast paced, dynamic environment
  • Willingness to travel up to 25% of time
  • Experience in the automotive industry, renewable energy industry a plus

COMPUTER SKILLS

  • Advanced knowledge of Microsoft Office (emphasis on Excel & PowerPoint)
Ability to utilize Excel functions, such as VLOOKUP, Power Query, Macro is a must.

SPECIAL REQUIREMENTS (Licenses, certifications, etc.)

  • Chartered Financial Analyst (CFA) Charter holder or progress towards CFA preferred
  • Certified Management Accountant (CMA) preferred

LANGUAGE SKILLS

  • Must possess excellent communication and writing skills.
  • Knowledge of Japanese not required, but would be a positive.

Our company is proud to be an equal opportunity employer! It is the policy and commitment of the company to maintain a work environment that provides equal employment opportunity (EEO) for all its employees and applicants. We are committed to providing equal employment opportunities without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, pregnancy, national origin, age, marital/domestic partner status, veteran status, disability, genetic information or any other applicable lawfully protected basis. This policy applies to all terms and conditions of employment.

We seek to employ individuals qualified for a position by virtue of job-related educational standards, training, experience, and personal qualifications.

Top Skills

Excel
MS Office
PowerPoint
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The Company
HQ: Plano, Texas
193 Employees
Year Founded: 2011

What We Do

Our mission is to be the right partner for Global IT transformation.

For over ten years, TTS-US has been successful at utilizing our global IT network by breaking regional, cultural, and language barriers. As a member of the Toyota Group, our resources and collaboration extend world-wide and we are at the forefront of the future of IT: Cybersecurity, Digital Transformation, Infra, Engineering, Connected, and Global Services. As Toyota Group transforms towards evolving into a mobility company, we bring our best practices to North America and our family companies around the globe.

We offer a unique opportunity to be part of a small company where each person’s voice and efforts make a difference, while also delivering major impact as our products and services reach millions of customers. We strive to maintain an intellectually dynamic, and culturally diverse environment where we work as a team and everyone has the opportunity to contribute new ideas to the table.

Come help us reimagine what mobility can be today and years to come!

BENEFITS AND PERKS
• Medical health insurance (including dental and vision)
• Competitive paid time off and company paid holidays
• Comp time for holidays worked
• 401k matching program
• Company profit sharing
• Merit increases and bonus structure
• Professional development and education reimbursement
• …and more!

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