Job DescriptionJOB PURPOSE:The Senior Financial Analyst is responsible for supporting forecasting and planning processes and delivering high-quality financial reporting, analysis, and ad hoc insights. This role partners with business leaders and cross-functional teams to provide meaningful analytics that support decision-making and drive financial performance, growth, and profitability.
KEY RESPONSIBILITIES:- Prepare analyses and reports to evaluate current performance and support forward-looking financial strategies, including staffing and capacity, sales maturity, compensation structures, and market data.
- Partner with adjacency business unit leaders to understand P&L performance and help identify opportunities to drive growth.
- Support the development of annual budgets, forecasts, and long-range plans with business partners.
- Prepare and maintain standard monthly financial reporting for internal business reviews and board reporting.
- Collaborate with IT and finance teams to enhance BI reporting tools and support improvements tied to ERP capabilities.
- Support the Executive Director of Finance in delivering insights related to Supply Chain, Payer Relations, Service & Repair, and Shared Services.
- Build effective working relationships with business partners to support financial planning, reporting, and performance measurement.
- Support cost allocation methodologies, assist in forecast development, and monitor allocation processes during monthly close cycles.
- Contribute to preparation of financial and operational reporting materials for leadership and stakeholders.
- Provide inputs into ongoing reporting processes and ensure consistency and alignment across financial and operational metrics.
- Collaborate closely with finance and accounting teams to ensure accuracy and completeness of financial data.
- Analyze financial results and trends, perform cost-benefit and profitability analyses, and conduct root cause analysis to inform decision-making.
- Develop and maintain benchmarks, scorecards, and trend reporting to support performance tracking.
- Operate with integrity and in alignment with company values and leadership principles.
- Maintain confidentiality and ensure compliance with company policies and regulatory requirements.
- Utilize Numotion Leadership Principles to perform the job with integrity, compliance, and values consistent with Numotion's mission.
- Adhere to employee or customer confidentiality and comply with Numotion's policies and federal regulations.
- Always provide excellent customer service for all internal and external customers of the operations. Provide solutions for customer concerns and continually focus on customer service as our top priority.
- The above duties and responsibilities are not an all-inclusive list but rather a general representation of the duties and responsibilities associated with this position. The duties and responsibilities will be subject to change based on organizational needs and/or as deemed necessary by management.
REQUIRED QUALIFICATIONS, SKILLS, AND EXPERIENCE:- Bachelor's degree in Finance or Accounting
- 3+ years of financial planning and analysis experience
- Intermediate skills in MS Excel and other technology tools
- Strong working knowledge of financial systems, statements and reports
- Demonstrated success partnering with, leading and influencing multiple teams
PREFERRED COMPETENCIES AND SKILLS:- Demonstrated success leading or influencing process improvements and financial transformation initiatives
- Strong business acumen with the ability to balance strategic objectives, operational realities, and financial discipline
PHYSICAL WORK REQUIREMENTS:The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.- Frequent use of hands, wrists, fingers associated with using computer equipment.
- Prolonged periods of time working at a desk and/or on a computer.
- Occasionally move and reach with arms and hands.
- Ability to lift/move up to 10 pounds.
At Numotion, we offer competitive compensation packages, including medical, dental and vision insurance, short-term and long-term disability, a 401k, and life insurance.
