Financial Analyst

Job Summary

The Financial Analyst supports financial planning, reporting, analysis, and operational finance activities for assigned business areas. This role is responsible for preparing financial reports, analyzing trends, supporting month-end and quarter-end close activities, assisting with forecasts and budgets, and providing meaningful insights to help business leaders understand financial performance and make informed decisions.

Duties & Responsibilities

• Prepare and analyze financial reports, including revenue, expense, margin, accrual, rebate, inventory, and operational performance reporting. 
• Support month-end and quarter-end close activities, including journal entry support, account reconciliations, variance analysis, and financial schedules. 
• Analyze actual results against budget, forecast, and prior periods; identify trends, risks, and opportunities. 
• Partner with Finance, Accounting, Sales Operations, Contract Administration, and business leaders to research discrepancies and resolve financial reporting issues. 
• Support distributor, rebate, pricing, GPO, and contract-related reporting as applicable. 
• Assist with budgeting, forecasting, and long-range planning activities for assigned areas. 
• Maintain and improve financial models, tracking tools, and recurring reports to support business needs. 
• Prepare clear summaries, dashboards, and analysis for management review. 
• Ensure accuracy, completeness, and timeliness of financial data and reporting. 
• Support process improvement efforts to enhance reporting efficiency, data quality, and financial visibility. 
• Perform other duties or special projects as assigned.

Minimum & Preferred Qualifications and Experience

Minimum Qualifications

• Two years of experience in financial analysis, accounting, revenue analysis, sales finance, FP&A, or related finance function. 

• Strong analytical, problem-solving, and financial modeling skills. 

• Proficiency with Microsoft Excel, including formulas, pivot tables, lookups, and financial analysis tools. 

• Ability to analyze large data sets and translate information into actionable insights. 

• Strong attention to detail and commitment to accuracy. 

• Ability to manage multiple priorities in a deadline-driven environment. 

• Strong communication skills with the ability to explain financial information clearly to business partners. 

• Self-motivated, collaborative, and comfortable working with limited direction.

Preferred Qualifications

• Experience in medical device, healthcare, manufacturing, or a regulated industry. 

• Experience with ERP systems, financial reporting tools, BI tools, or large-scale data systems. 

• Exposure to revenue accounting, distributor reporting, rebates, pricing, contracts, inventory, or gross-to-net analysis. 

• Experience supporting budgets, forecasts, variance analysis, or business performance reporting.

Education

Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field is required.

• Ability to read, write. and communicate effectively in English.
• Ability to draft clear business correspondence, policies, and employee communications.
• Ability to facilitate professional conversations with employees, managers, and cross-functional partners.

This position primarily works in an office environment and requires frequent sitting, standing, and walking. Daily use of a computer and other digital devices is required. This role may require standing for extended periods when facilitating meetings or walking through facilities.

The physical demands of the position described herein are essential functions of the job and employees must be able to successfully perform these tasks for extended periods.  Reasonable accommodations may be made for those individuals with real or perceived disabilities to perform the essential functions of the job described.