Senior Financial Analyst

Location:

2727 N Central Ave, Phoenix, Arizona 85004 United States of America

The U-Haul Financial Analysis department plays a critical role in driving informed decision-making and financial performance at U-Haul International. Our team is responsible for a wide range of activities, including:

· Valuation Analysis:

o Conducting comprehensive valuation analysis for all potential acquisitions, ensuring accurate financial assessments prior to presentation at the monthly real estate board meeting.

o Utilizing advanced financial models and industry benchmarks to evaluate investment opportunities and provide insightful recommendations to senior management.

· Financial Performance Reporting:

o Compiling, error-checking, and distributing monthly financial performance reports for our lenders.

o Ensuring the accuracy and reliability of financial data, allowing stakeholders to make informed decisions based on reliable information.

· Financial and Operational Reporting and Analysis:

o Completing detailed financial and operational reporting, enabling strategic insights and performance evaluation across multiple departments, including Real Estate, Construction, Storage, and Sales.

o Conducting forecasting, budgeting, and various standardized and ad hoc analyses to support internal stakeholders in their decision-making processes.

Continuous Improvement Mindset:

Within the U-Haul Financial Analysis department, we foster a culture of continuous improvement. Each team member is expected to actively seek opportunities to enhance existing processes in terms of effectiveness, efficiency, and flexibility. Moreover, we encourage the development of new processes to address specific needs identified within our operations. By maintaining a continual improvement process mindset, our team contributes to the ongoing success and growth of U-Haul International.

Key Responsibilities:

· Financial Analysis and Reporting:

o Lead the financial analysis process, including ad hoc analysis, forecasting, and reporting.

o Analyze financial data, identify trends, and provide meaningful insights to key stakeholders.

o Prepare accurate and timely financial reports, presentations, and ad hoc analysis for senior management and other departments.

o Conduct profitability analysis, evaluate investment opportunities, and recommend appropriate financial strategies.

· Data Analysis and Visualization:

o Utilize tools such as Python, SQL, VBA, Excel, and Power BI to manipulate, analyze, and visualize financial data effectively.

o Develop automated solutions and tools to streamline data analysis and reporting processes.

o Ensure data accuracy and integrity while creating insightful dashboards and reports for executive-level presentations.

· Team Leadership and Development:

o Supervise and mentor a team of financial analysts, fostering their professional growth and ensuring high-quality work.

o Set performance goals, conduct regular performance evaluations, and provide constructive feedback to team members.

o Promote a collaborative and supportive work environment that encourages knowledge sharing and continuous learning.

o Stay abreast of industry best practices and emerging trends in financial analysis and apply relevant insights to enhance team effectiveness.

· Process Improvement and Efficiency:

o Identify opportunities to streamline financial analysis processes and improve efficiency through automation or process enhancements.

Qualifications:

· Bachelor's degree in Finance, Accounting, or a related field. MBA or CFA designation is a plus.

· Proven experience (5+ years) in financial analysis, preferably in a managerial or mentorship role.

· Strong knowledge of financial modeling, budgeting, and forecasting.

· Proficiency in Python, SQL, VBA, Excel, and Power BI for data manipulation, analysis, and visualization.

· Excellent analytical and problem-solving skills, with a keen attention to detail.

· Strong leadership and team management skills, with a focus on coaching and developing team members.

U-Haul Holding Company, and its family of companies including U-Haul International, Inc. (“U-Haul”), continually strives to create a culture of health and wellness. Consistent with applicable state law, U-Haul will not hire or re-hire individuals who use nicotine products.  The states in which U-Haul will decline to hire nicotine users are: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Pennsylvania, Texas, Utah, Vermont, Virginia, and Washington. U-Haul has observed this hiring practice since February 1, 2020 as p