Investment Planning Specialist

Overview

Join to apply for the Investment Planning Specialist role at Toyota Tsusho America
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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

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 market growth strategies. The specialist will assist in evaluating 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 investments.

• Conduct feasibility analysis on important investment projects of all group companies from financial and strategic standpoints
• 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’ startup activities, such as guiding them to establish proper control processes and policy
• Communicate with business divisions to provide suggestions, review notes and guide them to the correct approval process

• 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 Reports
• 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

• Advanced knowledge of Microsoft Office (emphasis on Excel & PowerPoint)

Ability to utilize Excel functions, such as VLOOKUP, Power Query, Macro is a must.

• Chartered Financial Analyst (CFA) Charter holder or progress towards CFA preferred
• Certified Management Accountant (CMA) preferred

• 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.