SENIOR FINANCIAL ANALYST

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.

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 is an equal opportunity employer. All applications for employment will be considered without regard to race, color, religion, sex, national origin, physical or mental disability, veteran status, or any other basis protected by applicable federal, provincial, state, or local law. Individual accommodations are available on requests for applicants taking part in all aspects of the selection process. Information obtained during this process will only be shared on a need to know basis.

ABOUT US

Since 1945, U-Haul has been serving do-it-yourself movers and their households. Like many other successful ventures, the concept for U-Haul was generated out of need. After World War II, there existed the widespread need for do-it-yourself moving equipment that would be available on a one-way, nationwide basis.
U-Haul co-founders L.S. “Sam” Shoen and his wife, Anna Mary Carty Shoen, recognized that need and acted upon it. Their visionary approach spread the cost of ownership among many users, facilitating the mobility of the populations of the U.S. and Canada. The covered wagon of the pioneers morphed into orange U-Haul trailers. In the process, an industry was born.
U-Haul Holding Company and its family of companies, including U-Haul, have strived to create a culture of health and wellness. As of February 1, 2020, and consistent with applicable law, no U-Haul Holding Company or its family of companies will hire individuals in states where it may lawfully decline to hire individuals who use nicotine products (Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Pennsylvania, Texas, Utah, Vermont, Virginia and Washington). This policy will not apply to team members hired before February 1, 2020

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.