FINANCIAL PLANNING - ANALYSIS ANALYST

at  Formulated Solutions LLC

QUALIFICATIONS:

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; MBA or CPA preferred.
• 5+ years of experience in financial planning and analysis, preferably within the healthcare or manufacturing sectors.
• Experience in private equity environments is highly desirable.

CRITICAL SKILLS, ABILITIES AND EXPERIENCE:

• Proficiency in financial modeling, forecasting, and budgeting.
• Advanced proficiency in Excel and financial software (e.g., ERP systems, BI tools).
• Ability to work independently and collaboratively in a fast-paced environment.
• High attention to detail and strong organizational skills.
• Team oriented with the ability to work independently with minimal supervision.
• Time management and organizational skills.
• Analytical and problem-solving skills.
• Excellent analytical and problem-solving skills, with the ability to interpret data and provide actionable insights.

PRIMARY PURPOSE:

Formulated Solutions is looking for an FP&A Analyst that will play a crucial role in providing financial analysis and insights to support strategic decision-making and drive business performance. This role requires strong analytical skills and the ability to communicate findings effectively to various stakeholders. Success in this role will be determined by accurate and aligned analysis per business needs and private equity stakeholder expectations.

KEY RESPONSIBILITIES:

• Financial Planning & Analysis:
• Develop and maintain financial models for budgeting, forecasting, and long-term planning.
• Analyze financial performance, including variance analysis and trend identification.
• Support the preparation of annual budgets and quarterly forecasts.
• Provide actionable insights and recommendations to senior management.
• Reporting & Performance Metrics:
• Prepare and present monthly, quarterly, annual and TTM financial reports.
• Prepare 18-month rolling forecasts, consolidating and considering inputs from multiple sources and functions
• Develop and track key performance indicators (KPIs) to measure financial and operational performance.
• Conduct ad-hoc analysis to support business initiatives and strategic projects.
• Assist in the development of materials for board meetings and investor updates.
• Leverage newly launched NetSuite system
• Ensure compliance with financial reporting requirements and private equity expectations.
• Financial Modeling & Scenario Analysis:
• Create and update financial models to support decision-making and strategic planning.
• Perform scenario analysis to assess the impact of potential business decisions.
• Operational Support:
• Collaborate with cross-functional teams to understand business drivers and operational issues.
• Support cost management initiatives and profitability analysis.
• Process Improvement:
• Identify opportunities for process improvements within the FP&A function.
• Implement best practices to enhance financial reporting and analysis efficiency.