Financial Operations Analyst (Remote)

SUMMARY:  

Conducts statistical analysis of company data to enhance sales execution and meet growth objectives, while developing sales goals aligned with profit plans. Interfaces with cross-functional teams and senior management to coordinate sales forecasts, budget consolidation, and to address reporting needs.

PURPOSE AND SCOPE:  

Compiles and distributes regularly scheduled and ad hoc analytical reports used to support strategic sales and business development teams. Designs and runs key sales queries and reports. Prepares and performs quality assurance on monthly and quarterly reports, presentation slides, and other responsibilities. 

PRINCIPAL DUTIES AND RESPONSIBILITIES: 

• Leads and oversees the development of requested reporting as business needs change with sales realignments, market share, and customer targets.
• Assists in the coordination of the consolidation of all sales financial budgets and forecast process, distribution of sales commissions, and other annual reporting requirements to leadership. 
• Responding to “fire drill” requests as needed.
• Assists in compiling consolidated sales targets and analyze treatment and growth trend data to support field teams.

• Works on problems of diverse scope where analysis of data requires evaluation of identifiable factors. Demonstrates good judgment in selecting methods and techniques for obtaining solutions.
• Reviews industry trends and competitor data to support strategic initiatives, designs queries for decision-making, and provides guidance on best practices across sales and marketing teams.
• Networks with senior internal and external personnel in own area of expertise.    

• Runs and compiles all weekly and monthly Salesforce, Power BI, and Analysis for Office reports to support core products. 

• Work closely to support project members and various project teams. 

• Perform all job functions consistent with Fresenius policies, procedures and core values.  

• Other duties as assigned. 

CUSTOMER SERVICE:

• Responsible for driving the FMCNA culture through values and customer service standards.
• Accountable for outstanding customer service to all external and internal customers.
• Develops and maintains effective relationships through effective and timely communication.
• Takes initiative and action to respond, resolve and follow up regarding customer service issues with all customers in a timely manner.
• Additional responsibilities may include focus on one or more departments or locations.  See applicable addendum for department or location specific functions.

PHYSICAL DEMANDS AND WORKING CONDITIONS:

• The physical demands and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Requires travel between 10% and 15%. 

EDUCATION:

• Bachelor's Degree required in a business, strategy, or finance related discipline preferred

EXPERIENCE AND REQUIRED SKILLS:       

• 3-5 years' related experience in financial or business analysis, preferably in the healthcare field.
• Strong business system skills - familiarity with SAP, Salesforce, Power BI, Anaplan.
• Advanced proficiency in Excel.
• Proficient in establishing working relationships with all levels of management and financial executives, project team members, super-users and end-users - and their various steering committees.
• Ability to analyze and provide qualitative insight for business recommend/solutions.
• Ability to prioritize work based on quickly changing requests.
• Excellent written and verbal communication skills.
• Strong analytical skills.
• Excellent presentation and training skills.
• Ability to work cross-functionally in a matrix management environment.
• Must be able to facilitate meetings to resolve issues/problems with a win/win result.