Financial Analyst

Xplora Search Group

Collegeville, PA

Xplora Search Group is working with a Healthcare Solutions/Manufacturing company who is seeking a Senior/Financial Analyst to join their growing team.

Position Summary:

The Senior/Financial Analyst’s primary focus will be to partner with business leaders across the organization to analyze business performance and provide actionable insights to help drive organizational strategy. This role is expected to be a strategic partner that supports decision-making at the executive management, business unit management, and cost center management level.

Essential Functions:

Own the monthly forecasting process for all elements of the income statement for assigned Business Unit (Sales, COGS, OPEX, AEBITDA).
Analyze historical capital sales deal structure; evaluate erosion, opportunities for growth, recurring revenues & support costs, and impacts across other business units.
Supports senior leadership in Financial Statement Analysis by responding to inquiry on summary financials, assembling detailed analysis of journal entry and vendor detail, and coordinating with various stakeholders to evaluate business trends that impact total company financial performance
Lead annual budget bottoms-up build for Business Unit, with documented requests for OPEX, CAPEX, & headcount for the upcoming year. Reconcile build against Top-down budget and communicate final approvals to cost center owners. Meet with department leads throughout the year to review spend against budget and evaluate any variances to plan.
Partners with vendors and internal parties to consolidate detail for core operation topics (T&E spend, training costs, supplies expense, repair cost, freight, etc.). Quantify potential cost savings opportunities, assess disruption risks, & lead vendor consolidation RFPs.
Evaluates business changes presented by Business Unit leaders to determine Discounted Cash Flow, Return on Invested Capital, Cash outlay requirements, and anticipated Internal Rate of Return. Based on models created, advise leaders from a Finance perspective on the viability and profitability of proposed investments
Reviews Capital Expenditure plans to validate that proposed expenditures align with total company targets
Determines accountable parties for key areas of spend identified and creates a system of tracking spend, leveraging Microsoft Power BI
Trains Business leadership on managing core areas of spend and drives organization accountability and understanding of financial results
Assists in preparation of monthly executive management and quarterly Board of Director presentation decks for both actual and forecast results
Assists in driving operational improvements and supports high visibility projects as needed
Proactively challenge the status quo and investigate issues independently and as a team
Performs all tasks with an emphasis on developing automation and efficiency
Adheres to the letter and spirit of the company Code of Conduct, the AdvaMed Code, MedTech Code, and all other company policies.
Ensures Compliance with applicable governmental laws, rules, and regulations, both in the United States and internationally, by completing introductory and annual training and maintaining knowledge of compliance as it applies to your role