Department Overview
World Omni (Southeast Toyota Finance) is an automotive captive finance company which originates and services vehicle retail & lease contracts for Toyota dealers in Alabama, the Carolinas, Florida, and Georgia. The main responsibilities of the Finance team include preparation of monthly financial reporting, monthly forecast, annual budget and long-range plan. The Finance team also works closely with other departments, both within and outside of Southeast Toyota Finance to provide financial reporting variance analyses to help drive business results.
Position Overview
The SETF Finance team is looking for a Financial Analyst to provide reporting of financial results and analysis supporting SETF and other Business Units. Individual will be responsible for a broad base of analysis, reporting and special project duties, including the creation of multiple monthly financial analysis packages for SETF including key performance metrics, data comparatives and graphs.
This position will also support and assist in the preparation of the monthly forecast and annual budget as well as related schedules and presentations, in addition to assisting with the creation of numerous executive-level presentations (recurring and ad-hoc).
Responsibilities
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Preparation of financial and operational analyses for internal and external management
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Summarization and analysis of large amounts of financial data
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Preparation of monthly financial reports
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Preparation of monthly forecasts and annual budget, including collaboration with various departments to improve accuracy of these forecasts
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Working as part of a team to prepare presentations for SETF Management, JMFE Senior Management Team, Trustees, and Treasury
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Preparation of ad hoc reports upon request
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Researching of all financial reporting variances, and work with other departments to provide explanations for senior management
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Contributing to the development of reporting tools using platforms such as PowerBI
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Supporting the maintenance of databases such as NetSuite and Oracle EPM
Qualifications
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Bachelor’s degree in Finance/Accounting or related field of study required; MBA or CPA preferred.
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1-2 years of financial analysis/reporting
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Self starter with the ability to work under strict deadlines
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Ability to work with changing priorities
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Strong verbal and written communication skills
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Excellent organizational skills, with attention to detail
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Experience in compiling and reviewing financial statements and forecasts and ability to research variances and changing assumptions
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Experience working with Microsoft Excel and PowerPoint required as well as experience with databases such as Oracle EPM (preferred) or accounting systems such as NetSuite (preferred).
#Hybrid
#LI-NK1
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 [email protected] 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.
Top Skills
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.
