Business Intelligence Analyst
1 month ago
**Job Summary:** Penske Truck Leasing is seeking a skilled Business Intelligence Analyst to lead the overall direction and completion of the Business Plan Process. This key role will plan, direct, and coordinate activities of Business Plan to ensure that milestones are accomplished within the prescribed time frame and funding parameters.
This position will also be responsible for the completion of certain monthly/quarterly/yearly analysis and reporting packages, which will be completed and presented to the Manager of Financial Planning & Analysis (FP&A) for final approval. Examples of reports may include: monthly internal P&L summary reports, quarterly and yearly tax summaries, external partner reporting, management reporting, capital forecasts, and overhead cost control reports.
**Responsibilities:
Annual Business Plan- Collaborate with Field Finance and other stakeholders to identify process improvement opportunities and coordinate with MIS to ensure those changes meet user requirements with minimal disruption to the process.
- Deliver multiple training sessions to field and corporate locations personnel on the Business Plan model.
- Respond quickly to questions and resolve any issues in coordination with MIS and other parties while locations are entering plans in October.
- Accurately and timely upload and validate all Business plan revenue and cost information to match the financial targets set by Penske Truck Leasing senior management.
- As deemed necessary by the Manager of FP&A, this position will be responsible for both recurring reporting and ad-hoc project requests.
- Update slides for monthly package for Roger Penske and the board, and generate a packet of backup reporting for use by the CFO and President.
- Work closely with the Manager of FP&A to explore and execute upon opportunities to streamline processes and/or develop analysis methodologies which help to better explain historical results and ultimately improve forecasting accuracy.
- Other projects as assigned by the manager.
- Bachelor's degree in Accounting, Finance, or Economics required; Master's degree or professional certifications (CPA/CMA) highly preferred.
- At least 3-6 years finance/analysis experience, with proven aptitude in operational analysis, budgeting, and forecasting in a multinational company.
- Strong analytical capabilities and attention to detail required.
- Able to manage and meet multiple simultaneous deadlines to multiple internal/external customers with fast turnaround times.
- Familiarity with advanced Excel skills and ability to understand complex projection models - both technical and theoretical aspects.
- Prior experience with OneStream, Hyperion, or similar software package is a plus.
- Able to clearly communicate analytical findings, orally and in writing.
- Frequent interface with all levels of personnel from accounting clerk to Senior VPs.
- Visualization and 'Big Data' analytics experience is a plus.
- Must regularly attend work and maintain regular attendance.
- Willingness to travel as necessary and complete Penske employment application required.
**Estimated Salary Range:** $80,000 - $120,000 per year, depending on experience.
We offer competitive benefits, including health insurance, retirement savings, and paid time off.
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