Position: Senior Financial Analyst – Financial Planning & Analysis Team
Are you a highly motivated and intellectually curious financial professional? Join our dynamic Financial Planning & Analysis Team as a Senior Financial Analyst focused on Business Management. This role offers the opportunity to work alongside a strong team of finance professionals. As a key player within the Finance and Business Management team of a leading automotive F&I provider, you will collaborate closely with Sales, Leadership, and internal departments to drive financial insights, shape business strategies, and optimize processes. This is a unique opportunity to influence decision-making and contribute to our ongoing transformation efforts.
Key Responsibilities:
- Lead Profitability Modeling: Drive profitability modeling for new deal acquisitions, collaborating with product development, acquisitions, and sales teams. Serve as the subject matter expert on model outputs and spearhead the transition from Excel to advanced tools like Power BI and Power Automate.
- Financial Reporting: Prepare and present comprehensive monthly financial packages for our regional VPs, featuring a detailed Income Statement, paired with revenue and expense variance driver analysis, as well as other ancillary performance reporting with the goal of providing insights that influence strategic decisions.
- Forecasting and Budgeting: Forecast and budget the financial performance of the regional sales teams based on run-rate analysis, sales leadership inputs, and macroeconomic drivers and assumptions.
- Ad-Hoc Analysis: Perform ad-hoc financial and business analyses, including but not limited to what-if and sensitivity analysis, to deliver key insights to support senior management in decision-making and strategy development.
- Process Improvement: Increase productivity and efficiency by automating workflows, improving data integration, and developing standardized and customized reports, dashboards, and tools to support data-driven decision-making across the organization.
Qualifications:
- Bachelor’s degree in Accounting, Finance, or a related field.
- 5+ years of experience in Financial Planning & Analysis, Business/Data Analytics, Financial Reporting, or Strategy.
- Strong problem-solving skills, with a natural curiosity to explore data and uncover insights.
- Exceptional attention to detail and the ability to balance multiple priorities in a fast-paced environment.
- Excellent communication and presentation skills, with the ability to simplify complex data for diverse audiences.
- Advanced proficiency in MS Excel, with a working knowledge of MS Word, MS PowerPoint, and experience with Power BI and Power Automate.
- Knowledge of SQL, Essbase, SAS, Spark, Scala, or Python is a plus.
- Ability to collaborate effectively with cross-functional teams.
- Experience in identifying, recommending, and implementing process enhancements.
- Self-Starter and Proactive: We are looking for someone who is a self-starter, proactive, and eager to gain an intimate understanding of the business. This holistic view is crucial as our team’s goal is to be a business partner to sales leadership.
Why Join Us?
- Innovative Environment: Be part of a team that values innovation and encourages continuous improvement.
- Collaborative Culture: Work in a collaborative environment where your ideas and contributions are valued.
- Professional Growth: Opportunities for professional development and career advancement.
- Impactful Work: Make a significant impact on the company’s strategic decisions and overall success.
- Supportive Team: Join a supportive team of finance professionals who are passionate about data-driven decision-making.
If you thrive on solving complex problems, are passionate about data-driven decision-making, and want to make an impact, this could be the perfect opportunity for you!
#LI-Hybrid
#LI-NK
This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of JM Family. All work arrangements are subject to associate performance, business need and manager discretion, and may be revised as necessary.
JM FAMILY IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER
JM Family Enterprises, Inc. is an Equal Employment Opportunity employer. We are committed to recruiting, hiring, retaining, and promoting qualified associates without regard to age, race, religion, color, gender, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity, gender expression, mental or physical disability, national origin, marital status, citizenship, military status, genetic information, veteran status, or any other characteristic protected by federal, state, provincial, or local law.
DISABILITY ACCOMMODATIONS
If you have a disability and require a reasonable accommodation to complete the job application process, please contact JM Family’s Talent Acquisition department at talentacquisition@jmfamily.com for assistance. If you have an accommodation request for one of our recruiting events, please notify us at least 72 hours prior so that we may provide assistance.
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What We Do
JM Family Enterprises, Inc. was founded by automotive legend, Jim Moran in 1968. It is a privately held company with $16 billion in revenue and more than 4,500 associates. Rooted in automotive and united in its strong culture and core values, JM Family is in the business of helping other businesses succeed. As a long-term partner, it is invested in its companies, associates and its communities. Driven by exceptional performance, current subsidiaries are in the automotive, financial services and franchising industries. Its family of companies includes: Southeast Toyota Distributors, the world’s largest independent distributor of Toyota vehicles; JM&A Group, a company committed to improving automotive dealers’ performance by offering Finance & Insurance products and services, dealership training and consulting; World Omni Financial Corp. (dba Southeast Toyota Finance), a captive financial services company driven to delivering an exceptional dealership and customer experience for Toyota customers in the Southeast; JM Lexus, one of South Florida’s leading Lexus dealers; DataScan, a provider of solutions for wholesale asset financing and inventory risk management; and Home Franchise Concepts, a multi-brand franchise network consisting of Budget Blinds, Tailored Living featuring PremierGarage, Concrete Craft, AdvantaClean, Kitchen Tune-Up, Bath Tune-Up and Two Maids & A Mop.
JM Family has earned various awards for its culture, products and services, including 23 consecutive years on Fortune’s 100 Best Companies to Work For list.
