Sr. Financial Planning Analyst

Supervisor:      CFO

Department:   FINANCE

The primary responsibilities for this role are financial planning, analysis and projection for the company and its subsidiaries. Forecast future revenues and expenditures to establish cost structures and determine capital budgeting for projects. This role will work with the CFO and other executive-level team members to set company-wide investment direction and policies.


Financial analysts leverage strong accounting and compliance backgrounds to explore historical financial data, predict future results and drive process and policy improvements. Routine responsibilities for financial analysts include:

  • Preparing annual budgets, routine forecasts, and bi-weekly sales forecasts
  • Preparing valuation on entities, products and business units
  • Analyzing current and past financial data and performance
  • Preparing reports and projections based on this analysis
  • Evaluating current capital expenditures and depreciation
  • Exploring investment opportunities
  • Establishing and evaluating profit plans
  • Identifying trends in financial performance and providing recommendations for improvement
  • Coordinating with other members of the finance team to review financial information and forecasts
  • Providing financial models and forecasting

Required Qualifications:

  • Bachelor’s degree in Accounting, Finance or related field
  • 4-7 years of financial planning and analysis experience
  • Expert-level analytical and financial modeling skills
  • Excellent presentation skills, both written and in platform presentation format

Desired Experience, Knowledge, and Skills:

  • Experience in the pharmaceutical/biotech/medical device industry
  • CPA and/or MBA
  • Excellent communication skills, both verbal and written
  • Ability to work autonomously, effectively manage time and deliver results on time
  • Strategic thinking
  • Ability to influence and persuade
  • Knowledge of ERP systems and related technologies
  • Excellent time management and organizational ability
  • Ability to multitask and meet constant deadlines
  • Willingness to work long hours, when necessary

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