Financial Analyst

Position Summary: 

The Senior Financial Analyst supports the Fleet Services Operating Tax Team by providing analytical reporting of data and research supporting Penske and affiliates operating tax responsibilities in areas such as sales, use, property, excise, value added, fuel & mileage, and heavy vehicle use taxes across U.S. and Canadian operations. The position requires strong analytical skills, attention to detail, and the ability to work collaboratively with cross-functional teams.

Major Responsibilities:  

• Query, analyze, and interpret transactional data to support tax policy, audits, compliance risks, and other operational impacts
• Maintain the design, development, implementation, and improvements to databases and data access methodologies to ensure maximum efficiencies
• Provide analytical support for tax engine configuration, testing, and troubleshooting
• Support audit processes
• Manage data requests supporting customer analytics
• Manage multiple projects simultaneously involving multiple cross-functional teams.
• Analyze and prioritize project activities to establish realistic deadlines
• Support departmental improvement projects, including tax exposure mitigation
• Assist with customer support and cross-functional communication
• Other projects and tasks assigned by management

Qualifications

Qualifications:

• Bachelor’s degree in Finance, Economics, Accounting, or related field required
• Minimum 2 years of financial analytics or tax analytics experience required
• 2 years of business, operational, or compliance experience preferred
• Strong analytical and independent problem-solving skills required
• Excellent oral and written communication skills required
• Data mining and reporting tool experience (Crystal, SQL, Business Objects, etc.) preferred
• Proficiency in the use of Microsoft Outlook, Word, Excel are required; Power Point, and Access preferred
• Regular, predictable, full attendance is an essential function of the job
• Willingness to travel as necessary, work the required schedule, work at the specific location required, complete Penske employment application, submit to a background investigation (including past employment, education, and criminal history), and drug screening are required
   

Physical Requirements:

• The physical and mental demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.