Senior Financial Analyst, Kohler HealthWork Mode: Remote
Location:Remote - Kohler, WI
OpportunityWe are seeking a Senior Financial Analyst - Health to serve as a key finance business partner supporting financial planning, forecasting, performance management, and investment analysis across the Kohler Health business. The role combines core FP&A responsibilities with forward-looking financial modeling and business case development for new B2B/X opportunities, partnerships, pilots, and other growth initiatives, along with ownership of operating expense planning and spend management. This position collaborates with global Kohler Health teams across Korea, Israel, and the United States to support consistent financial processes, controls, reporting, and decision support.
Specific ResponsibilitiesFinancial Planning and Analysis- Lead monthly forecasting, annual operating planning, and long-range financial planning processes for Kohler Health.
- Develop and maintain integrated financial models covering orders, revenue, margins, operating expenses, headcount, capital expenditures, balance sheet, and cash flow.
- Analyze actual performance against plan, forecast, and prior year; identify key drivers, risks, opportunities, and recommended actions.
- Prepare accurate and timely monthly, quarterly, and annual financial reporting packages and management presentations.
Business Partnership and Strategic Finance- Serve as a finance business partner to commercial, product development, operations, sales, and functional leaders across Kohler Health.
- Collaborate with global business teams across Korea, Israel, and the United States to align financial assumptions, forecasts, reporting, and business decision support.
- Develop driver-based financial models and business cases for new B2B/X use cases, customer opportunities, strategic partnerships, pilot programs, and growth initiatives.
- Evaluate pricing, revenue potential, volume assumptions, unit economics, margin performance, implementation costs, investment requirements, cash flow, payback, and return scenarios.
- Monitor approved business cases and compare actual performance with original assumptions, milestones, and expected returns.
- Track development spending and capital expenditures, including Capital Plan updates and placing assets in service when appropriate.
- Support investment prioritization and post-investment reviews across the Kohler Health portfolio.
- Prepare financial materials for monthly and quarterly business reviews and follow up on unexpected charges and material variances.
- Conduct ad hoc financial analyses and support special projects as needed.
Financial Controls and Process Improvement- Support month-end, quarter-end, and year-end close activities, including journal entries, accruals, prorates, account reconciliations, and variance analysis.
- Monitor operating expenses, headcount, project expenditures, and capital investments against approved plans.
- Produce accurate financial reporting and support compliance with Kohler policies, controls, and reporting requirements.
- Provide FP&A support for international operations and non-SAP entities in alignment with Kohler processes, while partnering with global teams to improve consistency across Korea, Israel, and the United States.
- Support process and control improvements enabled by SAP S/4HANA, including improved ERP data quality, standardized finance workflows, reporting effectiveness, and adoption of system capabilities across Kohler Health.
- Identify and help resolve process, control, and reporting gaps related to SAP S/4HANA; partner with Finance, IT, and business stakeholders to improve end-to-end financial processes.
- Drive finance process improvements, automation, standardization, and enhanced reporting through ERP capabilities, data visualization, and analytical tools.
Skills/RequirementsRequired - Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field.
- Three to five years of progressive experience in FP&A, commercial finance, corporate finance, accounting, or a related analytical role.
- Advanced Microsoft Excel skills, including financial modeling, forecasting, scenario analysis, and sensitivity analysis.
- Demonstrated ability to develop business cases and translate complex data into meaningful insights and recommendations.
- Strong analytical, problem-solving, attention-to-detail, communication, and presentation skills.
- Ability to partner effectively across functions and geographies, constructively challenge assumptions, and explain financial concepts to non-financial stakeholders.
- Ability to manage multiple priorities and work independently in a dynamic, evolving, and globally distributed business environment.
- Experience with process automation, dashboard development, and scalable finance processes.
Preferred - Experience supporting a growth business, healthcare, medical device, consumer wellness, technology, or manufacturing environment.
- Experience evaluating new products, commercial models, strategic partnerships, or investment opportunities.
- Knowledge of U.S. GAAP and experience supporting financial controls and close processes.
- MBA, CPA, CMA, or other relevant advanced degree or professional certification.
Applicants must be authorized to work in the US without requiring sponsorship now or in the future.We believe in supporting you from the moment you join us, which is why Kohler offers day 1 benefits. This means you'll have access to your applicable benefit programs from your first day on the job, with no waiting period. The salary range for this position is $87,500 - $133,600. The specific salary offered to a candidate may be influenced by a variety of factors including the candidate's experience, their education, and the work location. In addition, this position is eligible for a performance bonus/variable incentive compensation.
