Senior Financial Analyst

As a part of the global industrial organization Marmon Holdings—which is backed by Berkshire Hathaway—you’ll be doing things that matter, leading at every level, and winning a better way. We’re committed to making a positive impact on the world, providing you with diverse learning and working opportunities, and fostering a culture where everyone’s empowered to be their best.

UTLX/PROX

As a part of the global industrial organization Marmon Holdings—which is backed by Berkshire Hathaway—you’ll be doing things that matter, leading at every level, and winning a better way. We’re committed to making a positive impact on the world, providing you with diverse learning and working opportunities, and fostering a culture where everyone’s empowered to be their best.

Must be eligible to work in Chicago IL or Oakville ON without visa sponsorship

LOCATION REQUIREMENT - MUST RESIDE WITHIN COMMUTING DISTANCE OF OUR CHICAGO HQ OFFICE FOR A HYBRID (MINIMUM 2 DAYS/WEEK) ENVIRONMENT. Alternative hybrid location of Oakville, ON.

Compensation range given is for the Chicago market only.

POSITION SUMMARY

This position is responsible for leading Financial Planning & Analysis of third-party repairs and leasing SG&A (Selling, General & Administrative expenses). The Senior Financial Analyst, Leasing, UTLX/Procor, serves as the lead contact for OneStream reporting within the Leasing FP&A team and manages all aspects of the Quarterly Forecast and Annual Budget processes. This role requires excellent computer skills, problem-solving abilities, and proficiency in accounting software such as OneStream.

Primary responsibilities and/or essential functions include, but are not limited to:

• Monitor and analyze all repair expenses (excluding UTLX/PROX internal shops) on a monthly basis
• Provide variance analysis (actual vs. budget and prior year) for monthly commentary
• Prepare annual budget and assist in LRF preparation
• Complete supporting repair schedules for annual budget
• Estimate and compete repair forecasts throughout the year
• Actively find ways to improve monthly reports

• Monitor and analyze G&A expenses on a monthly basis
• Provide variance analysis (actual vs. budget and prior year) for monthly commentary
• Prepare annual budget templates and distribute to managers in a timely manner
• Ensure properly completed templates are returned, analyzed, and consolidated for reporting
• Complete supporting G&A schedules for annual budget
• Estimate and compete G&A forecasts throughout the year
• Actively find ways to improve annual templates and monthly reports

• Download and analyze OneStream reports for the leasing operation
• Upload and reconcile budget and forecasts
• Create or modify OneStream reports as needed

Manage the Forecast and Budget Process           

• Lead the other Leasing FP&A team in the completion of the full Budget and Forecast package
• Participate in meetings surrounding the budget process
• Identify and report trends and variances
• Actively take steps to learn the business

• Actively participate in all areas surrounding the monthly, quarterly and annual Metric reporting
• Lead in the creation of monthly, quarterly and annual bridges
• Analyze and complete bridges when requested
• Work closely with Leasing FP&A team in providing analytics for monthly commentary
• Respond to questions in a timely manner

• Maintain familiarity with the daily and weekly treasury functions for several companies
• Perform treasury duties as required
• Gain knowledge in multi-currency as it relates to treasury

• Manage completion of all insurance questionnaires and surveys

• Maintain spreadsheets for all prepaid and accrued insurance accounts on a monthly basis
• Ensure required corresponding journal entries are communicated to Leasing Manager

• Actively participate in Leasing FP&A team initiatives and projects and ensure high level of communication with team members

VI.  Other duties as required or assigned.

REQUIRED SKILLS & SPECIFICATIONS

• Strong knowledge of accounting principles and financial reconciliation processes.
• Advanced skills in Microsoft Excel and experience with ERP systems and multi - currency reporting.
• Excellent attention to detail and strong analytical skills.
• Proven ability to manage multiple priorities and meet tight deadlines in a fast-paced     environment.
• The candidate must have good organizational skills, be proactive, innovative, a team player and have good communication skills.
• Proficiency in OneStream corporate reporting software is an asset.

EDUCATION/EXPERIENCE/QUALIFICATIONS

• Business or accounting degree.
• 7-10 years of experience in an accounting related position.

DISCLAIMER

Please note the duties listed are not set forth for purposes of limiting the assignment of work. They are not to be construed as a complete list of the many duties normally to be performed under a job title or those to be performed temporarily outside an employee's normal line of work. Duties, and activities may change at any time with or without notice.

Pay Range:

We offer a comprehensive benefits package that may include medical, dental, vision, 401k matching, and more!

Following receipt of a conditional offer of employment, candidates will be required to complete additional job-related screening processes as permitted or required by applicable law.

We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to [email protected], and please be sure to include the title and the location of the position for which you are applying.