Sr. Financial Analyst

We are in the market for a Senior Financial Analyst to join our team in Houston, Texas. This role is centered on forecasting and budgeting future financial results for our Automobile Lease Portfolio. The successful candidate will work closely with accounting management and senior management to prepare monthly, quarterly, and annual analytics.

• Prepare and review lease accounting records and supporting data to provide insight and additional metrics on data analysis.
• Assist in the preparation of the annual budget and monthly forecasting.
• Conduct analysis and provide insight into the company’s operation to achieve more profitable results.
• Prepare ad-hoc and other reports as directed by management.
• Identify ways to promote efficiency within the financial reporting process and implement best practices.
• Protect the organization’s value by keeping information confidential.
• Prepare variance analysis on a monthly and ad hoc basis.
• Adhere to department policies and procedures.
• Forecast and budget financial resources.
• Perform financial analysis and modeling.
• Allocate expenses accurately.
• Prepare comprehensive financial statements. • Possession of a minimum of 5 years of experience in a similar role as a Sr. Financial Analyst or related capacity.
• Proficiency in using CRM and ERP Solutions, with a particular focus on ERP - Enterprise Resource Planning.
• Strong knowledge and experience in handling Accounting Functions.
• Proven experience in managing Budget Processes and Expense Reporting.
• A deep understanding of finance principles and practices.
• Proficiency in using Microsoft SQL.
• Experience in Budgeting - Forecasting, demonstrating an ability to predict financial trends.
• Ability to communicate effectively, both verbally and in writing.
• Excellent analytical and problem-solving skills.
• Ability to work independently and as part of a team.
• Strong attention to detail and accuracy.
• Bachelor’s degree in Finance, Accounting, or related field. Advanced degree or certification such as a CPA or CFA is a plus.
• Ability to maintain confidentiality and exercise extreme discretion.
• Excellent problem-solving and customer service skills.