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Investment Planning Specialist
Job in
Georgetown, Scott County, Kentucky, 40324, USA
Listed on 2025-11-29
Listing for:
Toyota Tsusho America, Inc.
Full Time
position Listed on 2025-11-29
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant
Job Description & How to Apply Below
Georgetown, KYtime type:
Full time posted on:
Posted 30+ Days Agojob requisition :
R250511
We firmly believe that our employees drive the success of the company! With success in mind as the ultimate goal, we strive to create and provide an environment that offers challenging, stimulating and financially rewarding opportunities. We are looking for The Right One to join our team!
* Competitive Salary with Bonus Opportunities
* Paid Time Off
* Comprehensive Medical, Dental and Vision Benefits (Low Premiums!)
* Flexible Spending and Health Savings Accounts
* 14 Paid Company Holidays
* 401(k) with Company Contribution
* Educational Tuition Reimbursement
** Summary
* * The Investment Planning Specialist is a key member of a small team of professionals in Toyota Tsusho America’s Corporate Development and Investment group. The individual in this role will help drive growth through investment, M&A, and other strategic initiatives. A thorough understanding of our diverse businesses will be used to collaborate with existing divisions on existing market growth strategies. Also the specialist will assist to evaluate new investment projects with business divisions for management approval.
The specialist will support business units and subsidiaries even after the approval by monitoring financial activities of existing investment.
** What You'll Do
*** Conduct feasibility analysis on important investment projects of all group companies from financial / strategic standpoint
* Build strong relationships with key corporate functions, such as finance, accounting, and legal
* Support and understand deal execution activities, including due diligence, financial modeling and valuation analysis, and assist cross-functional deal teams
* Coordinate investment decisions in accordance with Toyota Tsusho group’s policy (review all investment proposals for management approval.)
* Support subsidiaries’ start up activities, such as guiding them to establish proper Control Process and Policy.
* Communicate with business divisions to provide suggestions, review notes and guide them to the correct approval process.
*** QUALIFICATIONS
* *** Bachelor’s degree in finance and accounting
* Prior experience in financial analysis, FP&A, business valuation, budget control
* Strong cost accounting and financial analysis skills
* Experience with financial modeling
* Requires critical thinking and problem-solving skills
* Highly organized, displays strong initiative and ability to manage multiple projects
* Familiar with A3 Report format or experience in creating A3 Report
* Ability to work well with others in a fast paced, dynamic environment
* Willingness to travel up to 25% of time
* Experience in the automotive industry, renewable energy industry a plus
*** COMPUTER SKILLS
**** Advanced knowledge of Microsoft Office (emphasis on Excel & PowerPoint)###
* Ability to utilize Excel functions, such as VLOOKUP, Power Query, Macro is a must.
**** SPECIAL REQUIREMENTS (Licenses, certifications, etc.)
**** Chartered Financial Analyst (CFA) Charter holder or progress towards CFA preferred
* Certified Management Accountant (CMA) preferred
*** LANGUAGE SKILLS
**** Must possess excellent communication and writing skills.
* Knowledge of Japanese not required, but would be a positive.
* Our company is proud to be an equal opportunity employer! It is the policy and commitment of the company to maintain a work environment that provides equal employment opportunity (EEO) for all its employees and applicants. We are committed to providing equal employment opportunities without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, pregnancy, national origin, age, marital/domestic partner status, veteran status, disability, genetic information or any other applicable lawfully protected basis.
This policy applies to all terms and conditions of employment.
** We seek to employ individuals qualified for a position by virtue of job-related educational standards, training, experience, and personal qualifications.
* locations:
Georgetown, KYtime type:
Full time posted on:
Posted 30+ Days Ago Join us and discover a work experience where diverse ideas are met with enthusiasm, and where you can learn and grow to your full potential! We're looking for individuals who enjoy the entrepreneurial thrill of innovation and who enjoy working as a team to create a satisfying outcome for our customers!
** Be The Right One
**** The Right ONE
** for you: The best assurance of safety, quality, and reliability - based on your needs (Genba)
** The Right ONE
** for us: Maximization of individual capabilities, global networks and diversity to create synergistic strengths
** The Right ONE
** for future: Unique insights and capabilities to explore new possibilities for future and sustainable society
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