Job Description
Position Summary:
The Senior Financial Analyst supports the Operating Tax Policy Team by providing analytical reporting supported by data and research. This role focuses on data analysis, metrics, and process controls to support policy development 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 tax and transactional data for trends, compliance risks, and operational impacts
• Prepare monthly reports and analytics for tax policy and compliance metrics
• Assist with proactive research, legislative monitoring, and policy development (identification and recommendations)
• Develop and calculate measures/metrics for tax engine controls
• Provide analytical support for tax engine configuration, testing, and troubleshooting
• Assist with customer support and cross-functional communication
• Support departmental improvement projects, including automation and cost recovery initiatives
• Support audit processes
• Other projects and tasks as assigned by management
Qualifications
Qualifications:
• Minimum 2 years of financial analytics or tax analytics experience required
• 2 years of business, operational, or compliance experience preferred
• Bachelor's degree in Finance, Economics, Accounting, or related field required
• 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
• Advanced use of Microsoft Excel and Access required
• Proficiency in Microsoft Outlook, Word, and PowerPoint required
• 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.
• The associate will be required to: read; communicate verbally and/or in written form; remember and analyze certain information; and remember and understand certain instructions or guidelines.
• While performing the duties of this job, the associate may be required to stand, walk, and sit. The associate is frequently required to use hands to touch, handle, and feel, and to reach with hands and arms. The associate must be able to occasionally lift and/or move up to 25lbs/12kg.
• Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.
