Senior Financial Analyst - Commercial FP&A

About the position

Medline Industries has an immediate need for a Senior Financial Analyst based at our headquarters in Northfield, IL. This newly created role will partner with Sales and Finance leadership on a variety of projects supporting the Non-Acute sales channel. This role will deliver significant value by providing support for strategic initiatives including planning & forecasting and data initiatives, as well as developing & presenting ad-hoc analyses, financial modeling, reporting, and commentary. The right person for this role is a great communicator and analytical thinker. Analyze financial results, trends and metrics on a monthly basis and meet with Sales & Finance Leaders to communicate their net results. Communicate key drivers in regards to the full financial profit and loss statement (sales, AGM, customer drivers, adjustments, etc). Review the internal Financial Statements for errors before they are published. Perform ROI analysis, scenario modeling, and provide decision support for future business planning decisions and investments. Provide guidance and specialized expertise to business partners and analysts in the department. Drive continuous improvement by creating new analysis, innovating on current metrics and reporting. Conduct and lead quarterly/monthly financial business reviews and projects. Facilitate planning & forecasting processes including maintaining & updating cloud-based forecasting tool and preparing consolidated forecast reporting.

Responsibilities

• Partner with Sales and Finance leadership on various projects supporting the Non-Acute sales channel.
• Analyze financial results, trends, and metrics on a monthly basis.
• Communicate net results to Sales & Finance Leaders.
• Review internal Financial Statements for errors before publication.
• Perform ROI analysis and scenario modeling for business planning decisions.
• Provide guidance and expertise to business partners and analysts.
• Drive continuous improvement in analysis and reporting metrics.
• Conduct and lead quarterly/monthly financial business reviews and projects.
• Facilitate planning & forecasting processes and maintain cloud-based forecasting tools.

Requirements

• Bachelor’s degree.
• At least 3 years of financial planning, reporting, and analysis experience.
• Advanced skill level in ERP financial systems.
• Advanced level skill in Microsoft Excel.

Nice-to-haves

• Experience building or maintaining planning & forecasting systems (e.g., Anaplan, Adaptive Insights, Oracle Hyperion Planning).
• Technical skills including Alteryx, SQL, Power BI.

Benefits

• Health insurance
• Life and disability insurance
• 401(k) contributions
• Paid time off
• Employee Assistance Program
• Employee Resource Groups
• Employee Service Corp