Job Summary
The RM Auto Group is looking for a Junior Financial Analyst to join our team! The successful candidate is a data-oriented individual with expert knowledge of Microsoft Excel. They are a problem-solver with a can-do attitude. The Financial Analyst has a high attention to detail and is able to produce detailed reporting with a high degree of accuracy and on a timely basis. Some qualities that would describe this person are: upbeat and even-tempered, approachable, confidential, efficient, accurate, well-organized, flexible and resilient, teachable and growing.
Key Responsibilities
Daily Reporting
- Prepare and distribute of daily reports to management, ensuring accuracy and timeliness.
Weekly Reports and Analysis:
- Reports analyzing areas of opportunity and risk across the organization.
- Used car analysis providing insight on the current stock mix and units purchased.
- Analysis of Key KPIs across departments.
Monthly Reports and Analysis:
- Preparation of the RM Auto Group financial summary.
- KPI reports for departmental meetings (new car, used car, parts, and service departments).
Annual Responsibilities
- Assisting in the annual budgeting process.
- Assisting with the year-end process.
General & Other Responsibilities
- Produce reports for management by exporting data for the dealership software. This includes V-auto, AIM, and PBS systems
- Produce ad-hoc financial analysis.
- Map out key processes across departments.
- Develop a detailed understanding of our primary operating systems PBS, V Auto, AIM, AutoVance.
- Staff Onboarding/Offboarding: Coordinate the onboarding and offboarding processes for new and departing staff, including paperwork, system access, and orientation.
- Dealer Website Setup: Assist in setting up new staff on dealer websites, ensuring proper access and permissions.
- Annual Government Filings: Manage the preparation and submission of annual government filings, such as FCAA and ISC.
QUALIFICATIONS AND JOB REQUIREMENTS:
- Expert knowledge of Microsoft Excel.
- Ability to handle confidential information with discretion.
- Accounting or finance diploma or degree, or equivalent experience.
- Knowledge of office accounting systems and experience with computer systems.
- Knowledge of PBS systems is an asset.
- Previous automotive experience is an asset.
PERFORMANCE MANAGEMENT:
- Informal: Coaching will be provided as necessary to ensure the success of the employee.
- Formal: Job suitability and performance will be formally reviewed and evaluated annually in conjunction with the employees service anniversary date. Growth areas will be addressed, and a respective training and development plan will be crafted and facilitated.