Copy of Financial Planning & Analysis Manager at Safeguard Medical (International)

Huntersville, North Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

01 May, 26

Salary

0.0

Posted On

31 Jan, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Analysis, Forecasting, Revenue Management, Margin Analysis, Budgeting, Data Analysis, Root Cause Analysis, Business Partnering, Financial Reporting, Sales Forecasting, Cost Savings Identification, EBITDA Improvement, Annual Operating Plan, BI Reporting Tools, Project Management, Process Improvement

Industry

Medical Device

Description

Description Job Summary The Financial Planning and Analysis Manager will provide critical business decision support by generating timely, accurate, and insightful financial analysis and reporting to business leaders and budget owners. This role will work with the global FP&A team in supporting functional leaders across the organization in managing and forecasting revenue, margin, spend, analyzing complex financial and operational data to understand trends, develop root cause analysis on business challenges and propose solutions for maximizing revenue and profitability goals. Key areas of responsibility include: Work with Sales Leaders and Supply Chain to develop and maintain robust and accurate revenue forecasts, at least bi-weekly, for both demand and shipments. Ensure real-time visibility to revenue reporting to support forecast process. Analyze and forecast gross margin based on revenue forecast. Analyzing contribution margins on customer groups and product groups, partnering with Product Management in directing product rationalization and commercial channel optimization Partner closely with functional leaders in developing financial plans (budget, forecasts, and multi-year strategies) Opportunity The Financial Planning and Analysis Manager will be a truly collaborative partner for the Company’s global leadership team. You will bring your informed point of view, experience, and passion for the work to your team and internal clients. In Finance, you will be an integral voice in discussions that lead to Safeguard’s growth plans. Your input and work product will be directly applied to critical business decisions from sales to operations across the global businesses. Your financial expertise will contribute and guide the Company’s growth strategy, both organic and through further acquisitions. Above all, the work is meaningful, as it moves the Company forward in its mission to ensure first responders of every skill level in every environment have the products and tools to preserve life. Essential Job Functions Analyze monthly financial results at the functional level, meeting with global leadership team in providing data-based decision-making support, ensuring spend is in line with plans and forecasts. Proactively review and analyze gross margin results, by geography, product group, and commercial channel. Collaborate with the FP&A team to prepare monthly/quarterly ELT and Board decks. Partner with sales leaders and sales reporting analysts to compile, analyze, and accurately forecast sales performance. Manages the bi-weekly sales forecast process, leading the meeting/discussion to ensure action-based outcomes. Partner with operations and commercial leaders to identify potential cost savings and/or revenue driving opportunities. Deploy sales and operations efficiency metrics/KPl's to help improve EBITDA. Drive maturation of month end/quarter end reviews/discussions. Key contributor in the development of the global annual operating plan, making efficient use of leaders’ time by driving the discussion towards decision making, armed with accurate data. Effectively presents and communicates complex financial topics to the executive team and business partners in a way that is easily understood. Provide support on key decisions on headcount investments and resource deployment. Assist in the development of BI reporting tools, data warehouse or other tools to improve overall execution of Safeguard strategies, decision making, and KPI improvement. Perform ad-hoc tasks as assigned and assist on key projects. Ensure balanced but challenging goals are built into financial plans and forecasts. Champion process improvement initiatives across the global business. Qualifications Bachelor's degree in accounting or finance, MBA/CPA preferred. Ability to work closely with commercial, operations, and administrative functions and demonstrate results delivery through those relationships. Must have fundamental understanding of GAAP reporting standards. Previous experience in a manufacturing and distribution organization highly desirable. Thrives in a transformational environment; emerging business building best-in-class processes (rather than a caretaker for mature, fully developed systems). Comfortable with change, managing competing priorities, deadline driven. Ability to interact, challenge, and communicate effectively with team members at all levels within the organization. Leadership, project management, analytical, and excellent communication skills (oral and written) are required. Ability to work independently or in a team environment with strong troubleshooting and problem-solving skills. Occasional travel both domestic and international may be required (

Responsibilities

The Financial Planning and Analysis Manager will support business leaders by generating timely, accurate, and insightful financial analysis and reporting, focusing on managing and forecasting revenue, margin, and spend across global functions. Key duties include leading the bi-weekly sales forecast process, analyzing monthly financial results, and contributing to the global annual operating plan.