Senior Specialist in Financial Planning & Analysis

Fresenius Medical Care core values:

The Senior FP&A Specialist is responsible for supporting the financial planning and analysis activities within the Care Delivery function, ensuring the delivery of accurate, timely, and business-relevant financial insights. This role focuses on budgeting, forecasting, variance analysis, and performance reporting to drive operational efficiency and cost control. The position supports the FP&A function for the Care Delivery organization in Poland and Switzerland, with a focus on P&L, Care Delivery KPIs. This role will work closely with the Finance Business Partner and cross-functional teams including Accounting, Procurement, and Operations.

Responsibilities:

• Own and lead the FP&A strategy for specific Care Delivery lines or regions, ensuring alignment with overall business objectives.

• Develop and maintain financial models to support forecasting, budgeting, and long-term planning.

• Partner with Finance Business Partners and operational teams to analyse deviations from budget and forecast, identifying key trends, risks, and opportunities.

• Prepare monthly, quarterly, and annual financial reports, including variance and trend analysis to support performance reviews and executive decision-making.

• Conduct scenario planning, sensitivity analysis, and ad hoc financial analysis to support strategic initiatives and investment decisions.

• Collaborate with business units to gather inputs for budget and forecast assumptions, ensuring alignment with operational goals and strategic priorities.

• Assist in the development of KPIs and dashboards to monitor efficiency and financial performance.

• Work closely with accounting to ensure accurate financial reporting and alignment between forecasts and actuals.

• Contribute to month-end and year-end closing activities, including accruals, reconciliations, and financial commentary.

• Maintain and improve FP&A tools, processes, and systems to enhance reporting and analysis capabilities.

• Create and maintain updated internal work instructions.

• Build strong relationships with senior stakeholders across Finance, Operations, Procurement, and Logistics to align financial strategy with business goals.

• Support or execute other tasks as assigned by the FP&A supervisor or manager.

• Participate in local and cross-functional projects aimed at improving financial processes, systems, and business insights.

Requirements:

• Academic degree or equivalent diploma in relevant subject matter (Economics or Finance)

• CPA, ACCA, CMA, CIMA or equivalent accounting certification is a plus

• 6-7 years of experience working in Finance in FP&A

• Proficient in Microsoft Excel, with advanced level skills in financial modelling and data analysis.

• PowerPoint - advanced presentations with Excel connections

• Advanced SAP user

• Experience with BI tools

• Fluent in English and Polish

• Exposure with planning and forecasting tools such as Anaplan is a plus

• Solid experience in financial planning, budgeting, forecasting, and variance analysis, including cost center controlling and profitability analysis.

• Very good knowledge of P&L, balance sheet and cash flow concepts and their application in operational finance

• Strong experience in month-end and year-end closing processes, including preparation of accruals, reconciliations, and financial commentary

• Conducting in-depth profitability analyses across business units, products, and customer segments to identify improvement opportunities

• Conducting product margin analysis for price setting and tracking of price development

• Preparation of business cases and financial models for operational initiatives, cost reviews, and investment proposals.

• Demonstrated business acumen and ability to translate financial data into actionable insights.

• Skilled in preparing management reports and presentations for senior stakeholders.

• Deep understanding how FP&A cooperates with  different business functions like Accounting, Procurement, Production, and Logistics

• Knowledge how to change internal controls, financial policies, and standard operating procedures (SOPs) to make them corresponding more effectively with changing processes.

• Experience in transformations and transition of processes

• Strong communication  and intercultural skills

• Strong social competence with developed stakeholder relation management skills

• Excellent Team Player

• Passion for continuous learning

• Analytical and process improvement mindset

• Well organized

• Ability to work efficiently under pressure

• Ability to coordinate work with others

• Ability to share knowledge with junior team members

• Positive and Can-Do attitude

Our offer:

• Flexible working hours (start between 6:30 a.m. - 10 a.m.)

• Hybrid work mode

• Private medical care in LuxMed,

• PZU life Insurance (voluntary insurance)

• Unlimited international travel Insurance (with a global range)

• Benefits System platform (120 points / month for multisport card, cinema tickets, online shopping etc.)

• Language courses reimbursement (up to 70% of course reimbursement)

• Studies reimbursement (up to 50% of study reimbursement)

• Work abroad possibility (up to 30 days / year)

• Recommendation program (2000 PLN or 2500 PLN for successful recommendation)

• Holiday allowance (up to 800 PLN / year)

• Childcare refund (up to 900 PLN / year)

• Glasses and contact lenses reimbursement (500 PLN per year)

• Occasional gifts (e.g. 1st year anniversary gift)

• Office team building activities and events