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Senior Financial Analyst (ON-SITE)

GlobalMed Holdings, LLC
Scottsdale, AZ Full Time
POSTED ON 2/19/2025
AVAILABLE BEFORE 5/16/2025

Job Description

Job Description

Job Summary :

The Senior Financial Analyst will provide in-depth financial analysis, support strategic decision-making, analyze the financial performance of our hardware assembly / software development operations and look for opportunities to improve financial business processes. The position will be responsible for cost and margin analysis, focusing on inventory valuation, the bill of materials (BOM), production costs as well as the costs associated with our software development lifecycle. Additionally, the Senior Financial Analyst will be responsible for developing budgets, forecasts, and variance analysis to support the needs of senior management and the business. In this position you will work closely with sales, operations, supply chain, and accounting teams to ensure accurate reporting and forecasting. Experience with NetSuite ERP and cost accounting principles is highly preferred.

Duties & Responsibilities :

  • Conduct detailed cost and margin analysis on assembled hardware, factoring in the bill of materials (BOM) and inventory costs.
  • Analyze software development costs and the costs associated with the delivery of the software products to market.
  • Develop and maintain financial models to support budgeting, forecasting, and variance analysis.
  • Utilize NetSuite ERP to extract, analyze, and report financial data, ensuring data integrity and accuracy.
  • Partner with operations, supply chain, and accounting teams to optimize inventory valuation and cost accounting.
  • Partner with sales and the accounting team to calculate and report monthly commissions.
  • Identify opportunities to improve financial performance and efficiency in pricing, procurement, and cost control.
  • Prepare and present monthly, quarterly, and annual financial reports to senior management.
  • Assist in financial planning & analysis (FP&A) initiatives to drive data-driven decision-making.
  • Devise ad-hoc reporting and analysis to support the company’s needs / requirements.

Qualifications :

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA is a plus.
  • 6 years of experience in financial analysis, preferably within a manufacturing, assembly, or hardware / software business.
  • Strong expertise in cost accounting, margin analysis, and BOM-related financial processes.
  • Hands-on experience with NetSuite ERP, including financial reporting and data extraction.
  • Advanced proficiency in Excel (Pivot Tables, VLOOKUPs, financial modeling); familiarity with BI tools is a plus.
  • Strong communication skills with experience presenting financial insights to senior management.
  • Detail-oriented with a commitment to accuracy and efficiency.
  • Desire to interact with company personnel, learn the business and continually look for ways to add value.

    • Physical Demands & Work Environment :

  • Ability to work at least 40 hours per week.
  • Ability to utilize keyboard, mouse, and computer for up to 4-6 hours per day.
  • Ability to utilize telephone / video conferencing for approximately 1 hour per day.
  • Ability to lift and / or move at least 10 pounds.
  • Ability to perform simple grasping, including handwriting, paper manipulation, sorting, folding, etc. periodically throughout the entire workday.
  • Frequently remain in a stationary position throughout day.
  • Occasionally work near moving mechanical parts.

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