Overview
As a Senior FP&A Analyst, you will be an integral team leader responsible for achieving financial plan objectives, streamlining processes, and supporting the overall objectives of FP&A. You will partner with finance, sales, operations, IT, and senior management to provide clarity and enable solid business decisions through financial insight and metrics-based analysis via Excel and other Windows-based software. You will also be responsible for preparing various aspects of forecasting and components of the annual budget. Teamwork and communication skills are critical as you will interact with individuals across the organization, including independent engagement with key members of leadership.
Responsibilities
- Prepare and lead variance analysis and analyze trends
- Lead executive-level focused discussions by leveraging data to drive business insights and identify risks/opportunities
- Proactively lead analysis, reporting, and technical support to finance, sales, operations, IT, and senior management
- Build and maintain an effective relationship as lead, strategic FP&A partner for designated business unit(s)
- Develop and provide detailed analysis and commentary on the performance of a business unit and/or department.
- Reviewing operations and recommending new productivity or cost-saving initiatives.
- Update data sets as instructed and communicate findings at the senior level.
- Proactively manage analysis and reporting to operating support functions and/or departments.
- Build and maintain an effective relationship as a strategic FP&A partner for supporting business units and/or departments.
- Understanding key business drivers and metrics. Update assumptions and maintain/enhance financial and operating models.
- Consolidate, research and analyze financial data and report findings.
- Complete assigned components of the annual budget and quarterly forecasting process; work with FP&A leaders to address review comments and questions.
- Analyze small, simple data sets and information to identify business trends and identify strategic business opportunities.
- Effectively communicate insights and plans to cross-functional teams and management.
- Maintain a quality partnership by being responsive and ensuring thorough communication.
- Protect the organization's value by keeping financial information confidential.
Qualifications
- Bachelor’s degree in Finance or Accounting required, or equivalent work experience.
- 5+ years’ experience in finance and/or accounting.
- Ability to take the lead on team projects and initiatives.
- Proven ability to communicate and collaborate effectively.
- Capable of driving results with a focused, pragmatic approach.
- Ability to engage and partner with departmental team leads.
- Experience in budgeting, data analysis, and forecasting required.
- Strong ability to work independently and as part of a team.
- Emphasis on quality control of small data sets, accuracy of data, and timeliness of deliverables.
- Ability to take raw small-to-medium-sized data sets to identify patterns and trends.
- Ability to collect, monitor, analyze, and report on small data sets to support business decisions.
- Detail-oriented and with an analytical mindset.
- Ability to prioritize and estimate delivery timelines.
- Proficiency in Microsoft Office products (Excel, Word and Outlook) required.
Preferences:
- Experience with Microsoft Dynamics F&O, Great Plains, and/or PeopleSoft software preferred.
- Experience with PowerBI and SQL/relational databases preferred.
- Project management experience preferred.
Some of the benefits we offer…
- Insurance: Day 1 benefits (health, dental, vision, 401(k) + employer match after 6 months and 500 hours of employment and company-paid life insurance; short and long-term disability; supplemental life insurance for yourself, spouse & child(ren); and multiple voluntary benefits
- Remote work option – we’re where you are!
- Flexible PTO (PT-Oh!)
- Flexible schedules
- Award-winning training program
- Connectivity stipend
- Competitive compensation as part of our total rewards package
- Opportunity for additional/bonus compensation through individual and company performance targets determined by the Company at its discretion
- (8) paid Holidays
- Paid parental leave
- Employee Assistance Program (EAP)
Why us?
- We live our Values in all we do
- Commitment to diversity, equity, and inclusion
- Focus on total wellbeing
- Employee Experience Team that provides perks in-office and virtually
- Relaxed culture and casual dress (t-shirts and flip-flops welcome!)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
Learn more about Medical Solutions and what it’s like to be part of our team. Check out our Careers website, https://www.medicalsolutions.com/about-us/careers/
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Pay Range
USD $85,000.00 - USD $105,000.00 /Yr.