Senior Financial Analyst

This role will support the decision-making processes by identifying trends, evaluating business strategies, and helping the leadership team understand financial performance and variances within the business. This individual will develop and provide critical analysis of the financials, including sales, gross margins, & functional P/L’s, SG&A spend mix, Capital Expenditure, and Project ROI analyses will all be part of the day to day, while working closely with business leaders to help interpret variances and identify actionable strategies.

This position reports to the Director of FP&A and will be joining a team dedicated to a culture of ownership and improvement, leveraging processes & systems, and driving analytics to support an exciting growth model for this $275M business. This is an ideal role for someone who is organized, curious, and wants to have an impact cross functionally in a global organization.

Responsibilities:

Sales Analytics:

• Develop and maintain sales analytics models to track performance, customer trends, and product/service profitability. Continuously seek to develop new insights and identify positive/negative trends while automating standardized reports.
• Identify key drivers of sales performance, and decision points that impact revenue generation, helping the business make informed tactical decisions.
• Sales and revenue forecasting, working with the sales teams to align financial and operational goals.
• Price analysis and support.
• Develop expertise in our data visualization tool

Margin/Cost Analysis & Reporting:

• Functional P/L reporting in relation to Budget, Forecast, and Prior Year, working with the functional leaders to explain, capture the reasons for variances and changes, while also developing actions to improve.
• Mix analysis and its impact on margins.
• Lead detailed cost analyses for Travel & Entertainment, Fleet Costs, Freight, and Logistics, identifying cost-saving opportunities and providing insights for optimization.
• Perform regular reviews and forecasting for the aforementioned cost categories, ensuring alignment with the budget and financial goals.

Financial Modeling & Forecasting:

• Build, refine, and maintain financial models to support budgeting, forecasting, and business strategy evaluation.
• Develop accurate forecasts for key business areas, incorporating historical data and industry trends to predict future financial performance.
• Support the monthly and quarterly forecasting cycles, ensuring all areas of responsibility are covered and provide comprehensive financial summaries.
• Build and maintain models to evaluate current business strategies are effectively meeting financial targets.
• Perform “what-if" analyses to assess the potential impact of new initiatives or changes to business operations.

R&D and Clinical Development Project Tracking:

• Track and report on financial performance of R&D and Clinical Development projects, ensuring alignment with budgeted costs and timelines.
• Collaborate with project managers and department heads to monitor project progress and provide visibility into any potential financial risks or deviations.
• Provide detailed financial reporting and variance analysis for R&D and Clinical Development projects, identifying areas where corrective actions may be necessary.

Ad Hoc Analysis & Reporting:

• Provide ad hoc financial analysis and reports as required by senior leadership or other business units.
• Prepare and present financial summaries for key business reviews, providing insights on trends, performance, and areas requiring focus.
• Develop and report on investments in marketing, geographic expansion, and T&E are driving sales appropriately and to expectations.

Requirements:

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CIMA is a plus).
• 7 years of experience in financial analysis or related role, with a strong focus on both sales & cost analysis, financial modeling, and forecasting.
• Proven ability to analyze and interpret financial data, identify trends, and provide actionable insights to leadership.
• Proficiency in financial modeling, forecasting, and reporting, with advanced Excel skills (pivot tables, macros, and financial functions).
• Experience with financial systems (e.g., NetSuite, Hyperion, BPC, etc.) and business intelligence tools (e.g., Power BI, data warehouses, etc.).
• NetSuite experience required!
• Ability to work cross-functionally and effectively communicate financial information to non-financial stakeholders.
• Strong problem-solving skills and the ability to work independently and collaboratively in a fast-paced environment.
• Experience with variance analysis, and financial reporting/analysis for complex organizations.
• “What-if” modeling and scenario analysis to assess business strategy effectiveness.

Benefits:

• Medical, Dental, Vision Insurance
• Life/AD&D
• Short- and Long-Term Disability
• 401(K) with large company match
• Health Saving Account (HSA) and Flexible Spending Account (FSA) with company match
• Wellness Program
• Employee Assistance Program (EAP)
• Generous Paid Time Off (PTO)
• Hybrid 3 days a week in Radnor, PA