Job Description

The Senior Financial Analyst assists in the continued growth, analysis and summarized corporate reporting for a variety of business channels rolling up to a centralized holdings portfolio.  The business channels include retail motorcycle dealerships, commercial real estate management/ownership, commercial lending, advertising agency, production studio, furniture manufacturing/retail, private golf course and golf club manufacturing/retail.   

 Responsibilities:

  • Summarization of monthly detail financial statement information produced by the corporate accounting department for presentation to ownership;
  • Analyze financial statements on a monthly basis and report on variances;
  • Assist in research, front-end financial modeling and due diligence for business channel opportunities
  • Assist business channel leaders with capital improvement and operational financial modeling, maintenance, feasibility and KPI analysis, including ROI, IRR, Breakeven and other related ratio analysis.
  • Research and analyze adjacent business channel markets and screen potential acquisition targets when applicable
  • Create and maintain annual budgets and forecasts for each business channel
  • Maintain and improve recurring excel management operations reporting for the various business segments, where applicable
  • Perform other related duties as assigned

Experience and Education Required:

  • Bachelor's or higher degree in finance or accounting
  • 7+ years of accounting experience, including 5+ years of variance or financial analysis

Skills Required:

  • Strong understanding of accounting theory
  • Strong analytical skills;
  • Superior excel skills are a must, knowledge of advanced functions such as Index Match, VLookup and basic Macros are a necessity
  • Excellent written and oral communication skills are required
  • Highly detail oriented and organized in work;
  • Proven experience with process improvements and problem solving
  • Ability to meet assigned deadlines;
  • Proactive and independent;
  • Ability to work cooperatively and collaboratively with all levels of employees, management, and external agencies to maximize performance, creativity, problem solving, and results;
  • Ability to thrive in a fast paced, constantly changing environment;
  • Ability to work in a demanding environment within established service standards and tight reporting deadlines
  • Must have a professional, positive and flexible attitude