Senior Business Planning Analyst

Summary:

Our award-winning client is a global medical products company. The Company is owned by a private equity investor and has sales and production facilities around the world. The Company recently acquired a privately held operating business in Massachusetts. The client is in the process of integrating this $15 million producer of medical products into its global planning and analysis reporting cycle. This effort has created a new position.

The newly created role of Financial Analyst will be on site in the facility located southwest of Boston and will initially be the point person in the integration process. The selected individual will also be involved with other Company operations. Some travel in continental United States will be required (1-2 times a month).

As a finance business partner, this role will also have high visibility and be involved in supporting business leads on topline forecast, revenue growth, margin analysis, cost controls, as well as full review of balance sheet and profit & loss. Additional responsibilities include reporting to the Private Equity (PE) investor, and other ad hoc reporting/analysis as requested by management and the investors.

Responsibilities:

• Monthly reporting package including executive & board meeting deck; parent company reporting package.
• Period closing P&L review and variance analysis; support accounting on accruals, CapEx & reconciliations.
• Partner with cost managers in monthly expenses & variance follow-ups to ensure that forecasts and plans accurately reflect current business activity while identifying risks/opportunities.
• Daily reporting package on current month revenue outlook, orders, backlog and other KPI reporting.
• Weekly reporting package on next-3-month (N3M) revenue outlook and executive dashboard.
• Parent company submissions and requests related to actuals, plans and key variances.

Required Qualifications:

• Strong Excel skills including accounting software and spreadsheets is required.
• Ability to interact effectively cross-functionally and with senior leadership.
• 3 plus years of experience in budgeting, forecasting, planning and M&A is necessary.
• Ability to work independently and multi-task in a complex, fast-paced, and deadline-driven environment.
• Excellent business analysis and modeling skills is necessary.
• Bachelor’s degree in finance, Accounting, or related field.
• Prior experience in medical products, consumer products and/or manufacturing is preferred.