Manager Financial Planning & Analysis

Overview

The organization is seeking a Manager, Financial Planning & Analysis (FP&A) to support continued growth as a public medical technology company. This role is responsible for financial planning, forecasting, budgeting, long-range planning, and business performance analysis—providing insights and recommendations that enable informed operational and strategic decisions.

The role partners closely with Finance leadership and cross-functional business leaders across Commercial, Operations, R&D, Clinical, Marketing, G&A, and Corporate functions.

Responsibilities

Financial Planning & Forecasting

• Manage the annual operating plan, quarterly forecasts, and long-range planning process.
• Develop and maintain revenue, expense, cash flow, and headcount forecasts across the organization.
• Coordinate monthly forecast updates, analyze variances, and identify financial risks and opportunities.
• Partner with department leaders to develop budgets and forecasts aligned with strategic priorities and financial targets.

Business Partnership

• Serve as a finance business partner to functional areas across the organization, including Commercial, Operations, R&D, Clinical, Marketing, G&A, and Corporate functions.
• Provide financial analysis and guidance to support resource allocation, investment decisions, pricing initiatives, and strategic projects.
• Support new product launches, commercial initiatives, and business expansion through financial modeling and analysis.
• Build cross-functional relationships and help business partners understand the financial implications of operational decisions.

Executive & Board Reporting

• Prepare monthly management and executive financial packages, KPI dashboards, and variance analyses.
• Support preparation of financial materials for Board of Directors and Audit Committee presentations.
• Provide clear and actionable analysis of business performance, financial results, and key trends.
• Respond to management requests for financial analysis and reporting.

Financial Analysis

• Build and maintain financial models to support strategic initiatives, business planning, and capital allocation decisions.
• Analyze revenue performance, gross margin, operating expenses, profitability, and other key financial and operational drivers.
• Support evaluation of business cases, acquisitions, partnerships, and investment opportunities through financial analysis.
• Develop scenario analyses and sensitivity models to assess potential outcomes, risks, and opportunities.
• Translate financial and operational data into meaningful insights and recommendations for business and Finance leadership.

Public Company Support

• Partner with Accounting during monthly and quarterly close processes to reconcile actual results with financial forecasts and explain significant variances.
• Support earnings preparation and investor relations activities, including financial analysis related to company guidance.
• Collaborate with Accounting and Internal Audit to support SOX compliance, including documentation, execution, and maintenance of controls related to FP&A processes.
• Assist with internal and external audit requests and provide financial analysis supporting SEC reporting, including quarterly fluctuation analysis.
• Perform FP&A activities in accordance with established public-company governance, reporting, and internal-control requirements.

Process Improvement

• Identify and implement opportunities to improve FP&A processes, forecasting accuracy, reporting efficiency, and analytical capabilities.
• Develop and maintain scalable dashboards, reporting tools, and financial analyses.
• Identify opportunities to automate recurring FP&A activities and improve the use of AI, financial systems, and data.
• Support consistent budgeting, forecasting, reporting, and business analytics practices across the organization.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 5+ years of progressive experience in FP&A, corporate finance, accounting, or a related finance function.
• Experience with financial planning, forecasting, budgeting, and management reporting.
• Strong financial modeling, analytical, and forecasting skills.
• Experience partnering with business and functional leaders to support financial and operational decision-making.
• Experience with financial planning systems and ERP platforms; NetSuite experience is preferred.
• Advanced proficiency in Excel and PowerPoint.
• Strong business acumen with the ability to connect financial results to operational drivers.
• Excellent written and verbal communication skills, including the ability to clearly present financial information to business and Finance leaders.
• Strong cross-functional relationship-building and influencing skills.
• High attention to detail while maintaining an understanding of broader business objectives.
• Strong project management, organizational, and prioritization skills.
• Ability to manage multiple priorities and work effectively in a dynamic, rapidly changing environment.
• Collaborative and proactive working style with a strong sense of ownership and accountability.

Preferred Qualifications

• Experience working in or supporting a publicly traded company.
• Medical device, healthcare, biotechnology, or life sciences industry experience.
• MBA, CPA, or another relevant advanced degree or professional certification.
• Experience with FP&A platforms such as Hyperion, Adaptive Planning, Anaplan, or similar systems.
• Familiarity with business intelligence and data visualization tools such as Power BI or Tableau.
• Experience supporting commercial organizations, including field sales teams.

Compensation & Benefits

• Comprehensive benefits program, including medical, dental, and vision plans, along with an FSA.
• Participation in the 401(k) plan with company matching.
• Unlimited Paid Time Off (PTO) program.
• Approximately 18 paid company holidays per year.

Equal Opportunity Employer

The organization provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.