Sr Financial Analyst - Dealer Programs
SUMMARY The Sr.
Financial Analyst will 1) analyze financial information, 3) prepare accurate and timely financial reports and statements and 4) enforce internal controls to protect company assets.
The Sr.
Financial Analyst will also take action to enhance cross-functional coordination and expand internal communications in the GSFS Group and develop associates.
RESPONSIBILITIES Serves as the point of contact on set-up of new dealer participation program accounts.
Coordinate with Legal, Risk and Operations teams and communicate with all stakeholders' status of process through completion:
Provides 3rd party company who prepares tax return and financial statement dealer reinsurance/dealer owned warranty company information.
Communicates with dealer/sales contact to gather all information needed and uploads information to share site monthly.
Coordinates with Legal team on reinsurance and other dealer program Custodial/Trust/Funds Held account setup and prepares monthly bank balance reporting.
Prepares month-end close accounting entries as it relates to dealer program accrual and payments.
Prepares and updates all dealer program reporting for monthly settlements and quarterly/annual dealer participation payouts.
Coordinates data requirements and prepare analytics and recommendations for Dealer Advances/loans and dealer program distribution requests.
Analyze and reviews dealer statements before they are published to the Executive Dealer Portal.
Incorporates new products and/or companies in current processes as it relates to Dealer Participation Programs.
Coordinates data requirements and prepare analytics and recommendations for dealer obligor program.
Prepares and analyzes dealer profitability.
Ensure dealer program legal fact sheets for reinsurance and dealer owned warranty companies are updated accurately and timely and provided to GPW to assist in the tax return and annual statement files for those companies.
Participates in annual business planning process; provides information and assistance to FP&A as requested Participates in annual state regulatory and compliance filings for Sentruity insurance company.
Coordinates and communicates actions between the Friedkin affiliated companies.
Researches and resolves dealer participation program questions and other customer issues in an agreed upon timeframe.
Strives to satisfy customers.
Minimizes referrals to management.
Participates on continuous improvement within the team to enhance and/or streamline accounting and finance processes.
Participate in evaluation, testing, and implementation of Information Technology projects.
Performs other duties as assigned.
CRITICAL COMPETENCIES Oral and Written Communication - Expresses ideas and facts to individuals or groups effectively, makes clear and convincing oral and written presentations, listens to others, and facilitates an open exchange of ideas.
Self-Management - Self motivated.
Sets well-defined and realistic personal goals, displays a high level of initiative, effort, and commitment towards completing assignments in a timely manner.
Interpersonal Relationship and Service Orientation --Demonstrated competency in working with a wide range of departments with diverse business needs, interests, expectations, and requirements.
Planning and Evaluating -- Organizes work, sets priorities, and determines resource requirements, determines short- or long-term goals and strategies to achieve them, coordinates with other organizations or parts of the organization to accomplish goals, and monitors progress and evaluates outcomes.
Problem Solving -- Identifies problems, determines accuracy and relevance of information, uses sound judgment to generate and evaluate alternatives, and makes recommendations.
Manages and resolves conflicts, grievance, confrontations, or disagreements in a constructive manner to minimize negative personal impact.
Carries out responsibilities in accordance with the Company's Code of Business Conduct, GSFS policies and operating standards and applicable federal and state laws.
Business Acumen -- Knowledge of business operations and key factors impacting business successes.
Process Orientation -- Understands process components and attributes.
Identifies, prioritizes and implements process improvement opportunities.
Performance Management -- Knowledge of methods used to improve operational performance.
Able to put concepts into action; activity based costing/management, balanced scorecard, bench marking techniques, best practices, key performance indicators, etc.
Customer Orientation -- Continually seeks to understand and act upon customer needs, concerns and priorities.
Interpersonal Aptitude -- Maintains effective working relationships with others both within and outside of their team.
Interpersonal Influence -- Uses interpersonal aptitude skills to build relationships beneficial in achieving work-related goals.
Gains attention and respect of others.
Commitment to Quality -- Provides products and services of the highest quality, sets quality standards.
Achievement Orientation -- Sets high performance standards, sets aggressive goals and is able to achieve them.
Self-development -- Takes a pro-active role in developing and pursuing career goals.
Company-wide Perspective -- Understands complementary, interdependent nature of work processes and defines one's work within this context.
Business Insight -- Understands how new events will affect individuals and business processes.
Facilitation of Others -- Leads both formal and informal meetings that maximize the group's potential to make decisions and generate solutions.
SUPERVISORY RESPONSIBILITIES This position has no supervisory responsibilities.
May participate in or support project and process improvement teams.
Collaborates with co-workers and GSFS leaders to leverage knowledge and experience to improve processes, procedures and the work environment in order to eliminate inefficient and ineffective processes and procedures.
Compliance:
Carries out responsibilities in accordance with the Company's Code of Business Conduct, GSFS policies and operating standards and applicable federal and state laws.
QUALIFICATIONS Bachelor's degree in finance, or accounting from four-year College or university; and 5 -- 8 years related experience and/or training; or equivalent combination of education and experience.
The candidate will apply technical skills to include financial analysis.
The candidate must be proficient in Excel, PowerPoint, and data analysis software (e.
g.
, SAS, SQL, and Access).
To perform this job successfully, an individual must be able to perform each essential function satisfactorily.
The requirements listed above are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
(For optimum performance, the jobholder in this position would be expected to demonstrate appropriate knowledge, skills, and abilities in the listed areas.
) PHYSICAL REQUIREMENTS Listed below are key points regarding environmental demands and work environment of the job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Required to use motor coordination with finger dexterity (such as keyboarding, machine operation, etc.
) most of the work day; Required to exert physical effort in handling objects less than 30 pounds rarely; Required to be exposed to physical occupational risks (such as cuts, burns, exposure to toxic chemicals, etc.
) rarely; Required to be exposed to physical environment which involves dirt odors, noise, weather extremes or similar elements rarely; Normal setting for this job is:
office setting.
Legally authorized to work in the United States, without Sponsorship The Friedkin Group and its affiliates are equal opportunity employers and maintain drug-free workplaces by conducting pre-employment drug testing.
Equal Opportunity Employer Minorities/Women/Protected Veterans/DisabledSalary:
$47.
09 - $76.
20.
Estimated Salary: $20 to $28 per hour based on qualifications.
Financial Analyst will 1) analyze financial information, 3) prepare accurate and timely financial reports and statements and 4) enforce internal controls to protect company assets.
The Sr.
Financial Analyst will also take action to enhance cross-functional coordination and expand internal communications in the GSFS Group and develop associates.
RESPONSIBILITIES Serves as the point of contact on set-up of new dealer participation program accounts.
Coordinate with Legal, Risk and Operations teams and communicate with all stakeholders' status of process through completion:
Provides 3rd party company who prepares tax return and financial statement dealer reinsurance/dealer owned warranty company information.
Communicates with dealer/sales contact to gather all information needed and uploads information to share site monthly.
Coordinates with Legal team on reinsurance and other dealer program Custodial/Trust/Funds Held account setup and prepares monthly bank balance reporting.
Prepares month-end close accounting entries as it relates to dealer program accrual and payments.
Prepares and updates all dealer program reporting for monthly settlements and quarterly/annual dealer participation payouts.
Coordinates data requirements and prepare analytics and recommendations for Dealer Advances/loans and dealer program distribution requests.
Analyze and reviews dealer statements before they are published to the Executive Dealer Portal.
Incorporates new products and/or companies in current processes as it relates to Dealer Participation Programs.
Coordinates data requirements and prepare analytics and recommendations for dealer obligor program.
Prepares and analyzes dealer profitability.
Ensure dealer program legal fact sheets for reinsurance and dealer owned warranty companies are updated accurately and timely and provided to GPW to assist in the tax return and annual statement files for those companies.
Participates in annual business planning process; provides information and assistance to FP&A as requested Participates in annual state regulatory and compliance filings for Sentruity insurance company.
Coordinates and communicates actions between the Friedkin affiliated companies.
Researches and resolves dealer participation program questions and other customer issues in an agreed upon timeframe.
Strives to satisfy customers.
Minimizes referrals to management.
Participates on continuous improvement within the team to enhance and/or streamline accounting and finance processes.
Participate in evaluation, testing, and implementation of Information Technology projects.
Performs other duties as assigned.
CRITICAL COMPETENCIES Oral and Written Communication - Expresses ideas and facts to individuals or groups effectively, makes clear and convincing oral and written presentations, listens to others, and facilitates an open exchange of ideas.
Self-Management - Self motivated.
Sets well-defined and realistic personal goals, displays a high level of initiative, effort, and commitment towards completing assignments in a timely manner.
Interpersonal Relationship and Service Orientation --Demonstrated competency in working with a wide range of departments with diverse business needs, interests, expectations, and requirements.
Planning and Evaluating -- Organizes work, sets priorities, and determines resource requirements, determines short- or long-term goals and strategies to achieve them, coordinates with other organizations or parts of the organization to accomplish goals, and monitors progress and evaluates outcomes.
Problem Solving -- Identifies problems, determines accuracy and relevance of information, uses sound judgment to generate and evaluate alternatives, and makes recommendations.
Manages and resolves conflicts, grievance, confrontations, or disagreements in a constructive manner to minimize negative personal impact.
Carries out responsibilities in accordance with the Company's Code of Business Conduct, GSFS policies and operating standards and applicable federal and state laws.
Business Acumen -- Knowledge of business operations and key factors impacting business successes.
Process Orientation -- Understands process components and attributes.
Identifies, prioritizes and implements process improvement opportunities.
Performance Management -- Knowledge of methods used to improve operational performance.
Able to put concepts into action; activity based costing/management, balanced scorecard, bench marking techniques, best practices, key performance indicators, etc.
Customer Orientation -- Continually seeks to understand and act upon customer needs, concerns and priorities.
Interpersonal Aptitude -- Maintains effective working relationships with others both within and outside of their team.
Interpersonal Influence -- Uses interpersonal aptitude skills to build relationships beneficial in achieving work-related goals.
Gains attention and respect of others.
Commitment to Quality -- Provides products and services of the highest quality, sets quality standards.
Achievement Orientation -- Sets high performance standards, sets aggressive goals and is able to achieve them.
Self-development -- Takes a pro-active role in developing and pursuing career goals.
Company-wide Perspective -- Understands complementary, interdependent nature of work processes and defines one's work within this context.
Business Insight -- Understands how new events will affect individuals and business processes.
Facilitation of Others -- Leads both formal and informal meetings that maximize the group's potential to make decisions and generate solutions.
SUPERVISORY RESPONSIBILITIES This position has no supervisory responsibilities.
May participate in or support project and process improvement teams.
Collaborates with co-workers and GSFS leaders to leverage knowledge and experience to improve processes, procedures and the work environment in order to eliminate inefficient and ineffective processes and procedures.
Compliance:
Carries out responsibilities in accordance with the Company's Code of Business Conduct, GSFS policies and operating standards and applicable federal and state laws.
QUALIFICATIONS Bachelor's degree in finance, or accounting from four-year College or university; and 5 -- 8 years related experience and/or training; or equivalent combination of education and experience.
The candidate will apply technical skills to include financial analysis.
The candidate must be proficient in Excel, PowerPoint, and data analysis software (e.
g.
, SAS, SQL, and Access).
To perform this job successfully, an individual must be able to perform each essential function satisfactorily.
The requirements listed above are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
(For optimum performance, the jobholder in this position would be expected to demonstrate appropriate knowledge, skills, and abilities in the listed areas.
) PHYSICAL REQUIREMENTS Listed below are key points regarding environmental demands and work environment of the job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Required to use motor coordination with finger dexterity (such as keyboarding, machine operation, etc.
) most of the work day; Required to exert physical effort in handling objects less than 30 pounds rarely; Required to be exposed to physical occupational risks (such as cuts, burns, exposure to toxic chemicals, etc.
) rarely; Required to be exposed to physical environment which involves dirt odors, noise, weather extremes or similar elements rarely; Normal setting for this job is:
office setting.
Legally authorized to work in the United States, without Sponsorship The Friedkin Group and its affiliates are equal opportunity employers and maintain drug-free workplaces by conducting pre-employment drug testing.
Equal Opportunity Employer Minorities/Women/Protected Veterans/DisabledSalary:
$47.
09 - $76.
20.
Estimated Salary: $20 to $28 per hour based on qualifications.
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