Senior Financial Analyst - Portfolio Management & Strategy

069

Base: $72,950.00 - $103,955.00 usd annually; bonus...
Hybrid
Bachelor's degree in finance or accounting
3-5 years finance or data analytics experience
Proficient in microsoft office excel and powerpoint
Holman is seeking a Senior Financial Analyst to lead non-standard client analyses and long-term projects within their portfolio management and strategy team. The ideal candidate should have 3-5 years of relevant finance experience, strong analytical skills, and proficiency in data analytics tools, while enjoying a hybrid work environment with comprehensive benefits

Job Summary

  • The role involves leading non-standard client analyses and developing new tools to improve group efficiency and accuracy.
  • Holman is a family-owned global automotive services organization that values treating customers and employees with respect.
  • The position offers competitive wages ranging from $72,950.00 to $103,955.00 USD annually along with comprehensive benefits including health insurance and 401(k) matching.

Matching Summary

Match Score: 85

Holman is seeking a Senior Financial Analyst to lead non-standard client analyses and long-term projects within their portfolio management and strategy team. The ideal candidate should have 3-5 years of relevant finance experience, strong analytical skills, and proficiency in data analytics tools, while enjoying a hybrid work environment with comprehensive benefits.

Salary

Base: $72,950.00 - $103,955.00 USD annually; Bonus/Equity: Not specified; Benefits: Health, vision, dental, life, disability, 401(k) match, PTO, parental leave

Skills & Requirements

Must-have

  • Bachelor's degree in Finance or Accounting
  • 3-5 years finance or data analytics experience
  • Proficient in Microsoft Office Excel and PowerPoint
  • Experience analyzing raw data for trends
  • Ability to read and understand Financial Statements

Nice-to-have

  • Knowledge of Business Object or similar packages
  • Familiarity with Power BI or Tableau visualization tools
  • MBA, CPA, or CFA certification preferred
  • Strong verbal and written communication skills
  • Experience presenting to high-level clients

Key Requirements

  • Bachelor's degree in Accounting, Finance, or related field
  • 3-5 years of relevant work experience
  • Proficiency in data analytics and visualization tools

Work Rights

Not specified

Tailored Resume

Cover Letter