Join Serra

Serra Automotive; Fenton (MI); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with match

Paid vacation

Job summary

Serra Automotive is seeking a Senior Financial Analyst for its Corporate Headquarters in downtown Fenton, MI. You will drive budgeting, forecasting, and analysis across 63 rooftops and the enterprise, reporting to the CFO/VP of Finance, with exposure to ownership and store leadership.

The role covers planning, transactions, controls, due diligence on acquisitions, and internal audits, with travel to stores as needed. A CPA or public accounting background is a plus.

Qualifications

• Retail auto experience preferred in dealership or multi-entity finance.
• Strong budgeting, forecasting and financial analysis skills.
• Advanced Excel; comfortable with Word and office software.
• Familiarity with DMS platforms (CDK, Reynolds & Reynolds, DealerTrack).
• Independent work ethic with teamwork across corporate and stores.
• Pre-employment drug screening and background check.

Responsibilities

• Annual budgeting and forecasting for dealerships and consolidated enterprise.
• Analyze dealership financials; identify outliers and benchmark stores.
• Due diligence on acquisitions; prepare quality-of-earnings reviews.
• Internal audit: reconciliations, inventories, compliance testing.
• Lead annual liability insurance renewals data gathering.
• Tax compliance support with outside advisors.
• DMS troubleshooting, training and new store setups.
• Handle special projects from ownership and leadership.

Skills

Retail automotive experience

Budgeting

Forecasting

Financial statement analysis

Advanced Excel

Independent work

Team collaboration

Screening willingness

Education

Bachelor's degree in accounting, finance, or related field

CPA designation or public accounting experience

Tools

CDK

Reynolds & Reynolds

DealerTrack

Job description

Serra Automotive is seeking a Senior Financial Analyst to join its Corporate Headquarters team in downtown Fenton, Michigan. This is a broad corporate finance role with enterprise-wide visibility — reporting directly to the [CFO / VP of Finance] and working alongside ownership, dealer principals, and store-level leadership on the work that drives a $5 billion organization.

Founded in 1973, Serra Automotive is the 6th largest privately owned dealer group in the United States ranked by sales volume (Automotive News, April 2026). Serra operates 63 franchised dealerships representing 91 automotive brands across 28 campuses in 8 states.

What You'll Do

This is not a single-function job. The Senior Financial Analyst works across planning, analysis, transactions, and controls, and the mix shifts as the group grows and acquires. Responsibilities include:

• Annual budgeting and forecasting for individual dealerships and for the consolidated enterprise, working directly with dealer principals and corporate leadership to build and defend the plan.
• Ongoing analysis of dealership financial statements identifying performance outliers across 63 rooftops, benchmarking stores against one another and against manufacturer composites, and partnering with store management on corrective action.
• Due diligence on dealership acquisitions, including financial and operational analysis, quality-of-earnings review, and post-close integration support as the group continues to expand.
• Internal audit procedures covering accounting controls and operational processes, including:
  • Dealership bank reconciliations, credit card statements, and payment processes
  • Vehicle and parts physical inventory observations and reconciliations
  • Compliance testing and training for OSHA, HR, and dealership-specific state and federal regulations
• Annual liability insurance renewals work compiling exposure data and supporting the corporate risk management process.
• Tax compliance support, supporting quarterly tax payments and annual return filings in coordination with outside advisors.
• Dealership Management System (DMS) support, troubleshooting, training and new store setups.
• Special projects assigned by ownership and executive leadership. These change continuously and are often the most interesting part of the job.

Travel

Serra operates dealerships in 8 states, and this role requires overnight travel and multi-day assignments at Michigan and out-of-state stores. Assignments generally pair on-site dealership work with follow-up analysis performed from the Headquarters office.

What We're Looking For

Required

• Retail automotive industry experience — ideally as an office manager or controller of a franchised dealership, or equivalent multi-entity retail finance experience
• Demonstrated experience with budgeting, forecasting, and financial statement analysis
• Advanced Excel skills; proficiency with Word and standard office software
• Familiarity with one or more DMS platforms (CDK, Reynolds & Reynolds, DealerTrack, or similar)
• The self-direction to run assignments independently in the field, paired with a genuine willingness to collaborate with the corporate and dealership teams
• Pre-employment drug screening and background check

Preferred

• Bachelor's degree in accounting, finance, or a related field
• Public accounting experience and/or CPA designation
• Experience with multi-entity consolidations, acquisition integration, or accounting systems implementation
• Exposure to basic uses of Artificial Intelligence (Serra uses Claude.ai)
• Exposure to business intelligence and reporting tools
• Total compensation of $150,000–$200,000annually, based on education, certifications, and prior experience
• Medical, dental, and vision insurance
• 401(k) with company matching contributions
• Immediate eligibility for three weeks of paid vacation, plus time off for all major holidays
• Voluntary benefits including short- and long-term disability and life insurance
• Generous vehicle allowance

Serra Automotive is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.