Senior Analyst, Financial Planning & Analysis (FP&A)

$111,497 - $137,380/Yr

Recor Medical - Palo Alto, CA

Full-time - Mid Level

Palo Alto, CA

Wholesale Trade Agents and Brokers

About the position

The Senior Analyst, Financial Planning & Analysis (FP&A) at Recor Medical plays a crucial role in providing comprehensive FP&A support, including budgeting, forecasting, financial reporting, and analytics. This position collaborates closely with various business partners and stakeholders, including the CFO and Executive Leadership Team, to develop operating plans and strategic planning scenarios. The role also involves working with the Accounting team during month-end close activities.

Responsibilities

• Support the monthly financial close for cost centers including Finance, HR, IT, Facility, Legal, Marketing, and Market Access, providing explanations and commentary for variance analysis.
• Prepare monthly and quarterly management reports analyzing operating and financial results, identifying key trends, and assessing business risks.
• Lead the quarterly forecasting and annual budgeting process for assigned cost centers and projects in alignment with functional leaders.
• Manage and measure the effectiveness of cost center and project spending, presenting findings regularly to functional leaders.
• Assist in resolving operational issues for responsible cost centers.
• Drive automation and digitalization efforts in reporting and process improvements.

Requirements

• Bachelor's Degree with 5 - 7 years of relevant work experience.
• Strong analytical ability and attention to detail to identify variances, trends, and anomalies in financial data.
• Enhanced troubleshooting ability, including performing root cause analysis.
• Ability to provide accurate and reliable data under tight deadlines.
• Proven ability to drive insights from large datasets and present them effectively to senior management.
• Fundamental understanding of accounting principles.
• Strong service mentality and execution-driven mindset for continuous improvement.
• Advanced knowledge of MS-Excel is required.

Nice-to-haves

• Knowledge in QAD, NetSuite, and Planful is a plus.
• Strong interpersonal, cultural sensitivity, communication, and presentation skills.

Benefits

• Competitive salary range of $111,497 - $137,380 (Annual Base Salary).
• COVID-19 vaccination requirements for all employees.
• Equal Employment Opportunity policies promoting diversity and inclusion.