Senior Financial Analyst-Operating Tax

Socket.dev; Reading (Berks County); On-site; USD 85,000 - 110,000; Full time

Job summary

Penske Truck Leasing/Transportation Solutions in Reading, PA seeks a Senior Financial Analyst to support the Fleet Services Operating Tax Team with analytical reporting and data research across sales, use, property, excise, VAT, fuel, mileage, and heavy vehicle use taxes in the U.S. and Canada.

You will query and interpret transactional data, maintain databases, assist with tax engine configuration and audits, and collaborate with cross-functional teams to manage multiple projects and ensure

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field required.
• Minimum 2 years of financial analytics or tax analytics experience required.
• Willingness to travel as necessary and pass background screening.
• Strong analytical and written communication skills required.
• Data mining and reporting tools experience (Crystal, SQL, Business Objects) preferred.

Responsibilities

• Query, analyze, and interpret transactional data to support tax policy, audits, compliance risks, and other operational impacts.
• Maintain the design, development, implementation, and improvements to databases and data access methodologies to ensure efficiencies.
• Provide analytical support for tax engine configuration, testing, and troubleshooting.
• Support audit processes.
• Manage data requests supporting customer analytics.
• Manage multiple projects simultaneously involving cross-functional teams.
• Analyze and prioritize project activities to establish realistic deadlines.
• Support departmental improvement projects, including tax exposure mitigation.
• Assist with customer support and cross-functional communication
• Other projects and tasks assigned by management.

Skills

Analytical thinking

Communication skills

Independent problem-solving

Education

Bachelor's degree in Finance, Economics, Accounting, or related field

Tools

Crystal Reports

SQL

Business Objects

MS Excel

Job description

Position Summary:

The Senior Financial Analyst supports the Fleet Services Operating Tax Team by providing analytical reporting of data and research supporting Penske and affiliates operating tax responsibilities in areas such as sales, use, property, excise, value added, fuel & mileage, and heavy vehicle use taxes 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 transactional data to support tax policy, audits, compliance risks, and other operational impacts
• Maintain the design, development, implementation, and improvements to databases and data access methodologies to ensure maximum efficiencies
• Provide analytical support for tax engine configuration, testing, and troubleshooting
• Support audit processes
• Manage data requests supporting customer analytics
• Manage multiple projects simultaneously involving multiple cross-functional teams.
• Analyze and prioritize project activities to establish realistic deadlines
• Support departmental improvement projects, including tax exposure mitigation
• Assist with customer support and cross-functional communication
• Other projects and tasks assigned by management

Qualifications

Qualifications:

• Bachelor’s degree in Finance, Economics, Accounting, or related field required
• Minimum 2 years of financial analytics or tax analytics experience required
• 2 years of business, operational, or compliance experience preferred
• 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
• Proficiency in the use of Microsoft Outlook, Word, Excel are required; Power Point, and Access preferred
• 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.

About Penske Truck Leasing/Transportation Solutions Penske Truck Leasing/Transportation Solutions is a premier global transportation provider that delivers essential and innovative transportation, logistics and technology services to help companies and people move forward. With headquarters in Reading, PA, Penske and its associates are driven by a dedication to excellence and a commitment to customer success. Visit Go Penske to learn more.