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Financial Analyst II

4 months ago

Oak Brook, United States Sasser Family Holdings Full time
Job DescriptionJob Description

Recognized as one of Crain’s “Best Places to Work in Chicago” as well as a 2023 “Great Places to Work” by the Great Place To Work Institute Inc., Sasser prides itself on supporting an employee-driven, opportunity-based culture that empowers, recognizes, and rew­­ards its employees. From highly competitive benefits to exciting employee events to organic, grassroots philanthropy and volunteerism, Sasser is an awesome place to begin and grow your career. We are a fourth-generation, family-held transportation asset services and management company with roots dating to 1928. Sasser’s six subsidiary units are leaders in providing commercial- and industrial-focused rail, automotive, containerized shipping, and aviation transportation equipment solutions including asset leasing, fleet administration management, asset repair and maintenance, and innovative technology services.

Sasser Family Companies includes subsidiaries Chicago Freight Car, Union Leasing, CF Rail Services, Express 4x4 Truck Rental, Xced Aviation Services, and Falcon Lease. To learn more about what makes Sasser special, visit www.sasser.com.

What We Offer

In Sasser’s employee-driven, opportunity-based culture, our employees help chart the course for our success. That is the reason that we believe that the most important investment we'll ever make in our business is you. Sasser employees enjoy a competitive benefits program that:

  • Covers 85% of your medical premiums

  • Includes a 100% Company-paid disability and life insurance plans

  • Includes a 401K plan with company match PLUS additional end-of-year funding

  • Provides paid maternity and paternity leave for new parents, as well as a monetary gift towards a 529 education account

  • Includes Incentive Plans

  • Provides training and tuition reimbursement

  • Provides community service opportunities, employee recognition programs, and lots and lots of celebrations


As Financial Analyst II, Here's What You'll Do:

  • Act as a subject matter expert for our financial budgeting and planning system

  • Independently build financial models in Excel and in other financial analysis software

  • Leverage PowerBI to drive analysis of installed base performance and trends

  • Lead standing monthly reporting and update activities, including summary financial results for the Board, reporting package for the executive management team, cost of capital updates and communication to the businesses, updating interest rate curves in the planning system and a variety of other recurring deliverables

  • Assist in budget and forecast preparation. Support variance and trend review and evaluation. Participate in iteration with business unit management and finance teams. Lead analysis initiatives as necessary

  • Perform interest rate risk management analysis and support ongoing hedging program

  • Develop and update pricing models that capture key economic considerations for new opportunities

  • Contribute analysis to key strategic initiatives, including valuation activities, M&A and benchmarking

  • Support the drafting of materials for the Board, management, lenders, and other critical stakeholders that communicate financial performance, business updates, and evolving market and business outlook

  • Lead efforts to cross-train staff on critical financial systems and tools

  • Perform various ad hoc financial analysis as directed

Here's What it Will Take to be Successful in This Role:

  • Bachelor’s degree in Finance, Accounting or a related field

  • 3+ years of experience as a Financial Analyst or in a similar role

  • Expertise in Excel and financial modelling, including forecasting, variance analysis, and identifying trends

  • Proficiency working in a large-scale ERP environment and with financial budgeting and planning software (Workday Adaptive strongly preferred)

  • Experience with data analysis tools (e.g., Power BI, Tableau, etc.).

  • Ability to work independently and structure analysis with minimal supervision

  • Ability to communicate financial information and data insights in a crisp, narrative format (e.g., PowerPoint)

  • Strong and effective communication skills, both written and verbal, ability to synthesize and clearly communicate the conclusions from analysis

  • Keen attention to detail and ability to ensure an accurate work product

  • Strong business acumen; ability to process details but see the bigger picture

  • Strong analytical problem-solving skills with the ability to think critically

  • Ability to work effectively with people at all levels of an organization

  • Understanding of accounting principles, GAAP, and financial statements

  • Demonstrated record of persistence, including comfort and resiliency through ambiguity and incomplete information

  • Growth mindset that welcomes collaboration, feedback, and continuous improvement

Physical Demands
This job operates in a professional environment and routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets, printers, and fax machines.

Working Conditions
This position will be based out of our office in Oak Brook, Illinois. Until the Company moves to Oak Brook in early 2026, this will temporarily work out of the office in Schaumburg, Illinois. This role also offers remote work flexibility with 3 days in office, and 2 days remote.

The Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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