What are the responsibilities and job description for the Senior Financial Analyst position at Dealer-FX?
Position Summary
Since 2007, Dealer-FX has transformed how automotive retailers manage their service operations and interact with consumers. Through advanced data integrations and mobile technology, Dealer-FX streamlines processes and communication for automotive service departments while delivering convenience, transparency, and trust to consumers. Dealer-FX is a wholly owned subsidiary of Snap-on Incorporated (NYSE: SNA), which acquired Dealer-FX in 2021.
Dealer-FX has been serving automotive OEMs and dealerships for almost a decade. Dealer-FX is transforming how millions of consumers interact with automotive brands and their retailers. Our platform uses advanced data analysis and mobile applications to deliver convenience, transparency, and trust to consumers and increase efficiency, profitability, retention, and brand loyalty to OEMs and dealers.
We are looking for a Senior Financial Analyst to join our busy (and totally great) Finance team to help keep us on the path to achieve our goals. As a trusted finance partner, the Senior Financial Analyst works across teams to analyze performance, build forecasts, and guide planning. This role goes beyond reporting — turning data into actionable insights that shape strategy and improve results in a fast-paced, growth-oriented environment. The role will balance long-term financial planning, budgeting, and performance analysis to support the organization’s growth with day-to-day accounting duties.
Responsibilities
- Prepare clear, actionable reporting packages, including SaaS metrics, dashboards, and monthly performance analyses.
- Build, enhance, and maintain financial models that support strategic planning, budgeting, and pricing.
- Analyze profitability and performance across all business units and products.
- Partner with senior and executive leaders to analyze results, forecast performance, and guide key business decisions.
- Gather and interpret data from multiple systems (ERP, CRM, BI tools) to improve forecasting accuracy and explain variances.
- Support external reporting, including board materials, MD&A, and special projects.
- Recommend process improvements that enhance reporting efficiency and business visibility.
- Contribute to month-end close activities and day-to-day accounting functions, ensuring accurate and timely financial results.
- Respond to ad-hoc requests related to budgeting, valuation, sales pipeline, and compensation.
Qualifications
- Bachelor’s degree in Accounting or Finance. CPA designation (or working toward completion) preferred.
- 3–5 years of experience in FP&A, financial modeling, or a hybrid finance/accounting role.
- Experience in SaaS or high-growth technology companies is an asset.
- Background in Big 4 public accounting or corporate FP&A preferred.
- Advanced Excel skills and financial modeling expertise.
- Experience with FP&A/CPM modelling tools, NetSuite, or BI/CRM systems is an asset.
- Strong understanding of financial statements and key business drivers.
- Strong analytical, problem-solving, and organizational skills.
- Ability to handle multiple priorities and meet deadlines in a fast-paced environment.
- Excellent interpersonal, relationship-building, and communication skills.
- High attention to detail, discretion, and ability to work with confidential information.
- Proactive, curious, and capable of thinking strategically while executing tactically.
What’s in it for you?
- Vast opportunities for growth
- Competitive compensation packages
- Comprehensive Training and Development support
- Group health and dental benefits
- Employee Assistance Program
- 3 weeks of paid vacation
- Cool company events and team building
- Please note this position is Onsite, at our Kenosha, WI office
No unsolicited agency referrals
Dealer-FX is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability or any other characteristic protected by law. Accommodation is available upon request for applicants with disabilities.