About the position
The Financial Analyst of FP&A serves as a liaison to Orthofix management, department owners, and their teams to assist in the preparation of periodic forecast, annual budget, and strategic plan updates. The role has primary responsibility for preparing daily, weekly, and monthly financial reporting consisting of, but not limited to, operating expenses, capital expenses, inventory and liquidity, and revenue results to help the organization make better business decisions. The Financial Analyst of FP&A also assists in the management and administration of the Hyperion/ePBCS cloud software solution. This includes master data maintenance, dimensional updates, and troubleshooting as well as utilizing the system for proper and timely inputting and reporting which are critical to run the business.
Responsibilities
- Develop effective partnerships with senior management and department heads to understand their reporting requirements to support and add value to the business
- Work with functional area leaders and department managers to input, review and revise revenue and expense budget data for the annual budget and quarterly forecasts and input this information into Hyperion/ePBCS
- Consolidate, analyze and report quarter-to-date budget/forecast versus actual revenues, gross margin and operating expenses and update latest estimates for the current period against those quarterly and annual budgets
- Develop and maintain capital expense forecasting, budgeting, tracking, and reporting
- Maximize the utility of reports by highlighting critical data points and providing value-added analytical commentary on those relevant data points
- Develop Monthly Business Review presentations for executive management with robust commentary
- Provide key analysis for the monthly financial close, which may include preparing journal entries for accruals, reclassifications, etc
- Develop, maintain, and prepare daily, weekly, monthly, and quarterly reporting and/or analyses to include Daily Sales Reporting, Weekly Marketing Updates, Fx Analysis, Price/Volume/Mix, etc
- Prepare ad hoc analyses as needed and/or other duties as assigned
Requirements
- Bachelor's degree in Finance (preferred) and/or Accounting
- 1-3+ years of relevant experience including financial planning and analysis and/or budgeting
- Hyperion background, strong Excel skills, and financial modeling expertise
- Detail oriented and strong interpersonal skills with an ability to interact with all levels in the organization
Nice-to-haves
- Strong understanding of financial statements (P&L, Balance sheet, Cashflow)
- Strong PowerPoint skills
- Experience with multidimensional databases, specifically Cognos, Hyperion/ePBCS, and Oracle ERP
- Experience collaborating with functional managers to gather budgeting and forecasting data and interpret/explain results
- Ability to multi-task and lead an important function in a fast-paced environment, performing tasks and providing financial information in a timely basis
- Competent in time management and the ability to promote/foster cooperation among co-workers
- Effective planning, communication, and writing skills required
