Senior Financial Analyst

Senior Financial Analyst Job Description

The Senior Financial Analyst role must follow, meet and verbalize understanding of the job description listed below. The Senior Financial Analyst will report directly to the VP of Finance. Responsibilities include the development and driving of a set of financial practices including planning, forecasting, budgeting and analysis that provides insights that help management understand the financial implications of their decisions. This role is integral to the financial planning process, supports the company’s principal business decisions and financial performance and requires a blend of analytical skills, financial acumen, and business understanding.

This position will be considered a dual role, splitting time between Summit SD and Heritage Biologics. In this role, the Senior Financial Analyst will have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI). However, they will have access to sensitive company data.

Job Responsibilities And Essential Functions

• Provide financial rigor to assure the company’s strategic plan reflects current financial and operational conditions that exist for the company.
• Gather, organize and analyze company-wide data to determine the financial health of the organization.
• Lead the development of annual budgeting process and coordinating cross-functional input into financial budgets.
• Maintain financial projections and operating forecasts.
• Produce regular reports and dashboards to provide visibility into financial performance.
• Responsible for interpreting financial results including variance analysis and commentary on impact.
• Create financial modeling templates and ROI analysis for review and approval of business development opportunities
• Partner with department leaders to translate expense management decisions and maintain business metrics which support company strategic plans.
• Partner and collaborate with accounting team to gain full understanding of financial activities to effectively speak to results and manage projects as needed.
• Stay up to date with pharmacy and distribution economic trends.
• Analyze financial risk and industry opportunities.
• Analyze and monitor financial and operational key performance indicators (KPI’s) and identify unexpected variances.
• Perform duties supporting the strategic decision-making process in the business.
  
  

Required Qualifications

To perform this job successfully, an individual must be able to satisfactorily perform each essential duty. The requirements listed below are representative of the knowledge, skill, and/ or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s degree in finance, accounting, economics or a related field.
• Proficient Computer Skills: Familiarity with office software (e.g., Microsoft Office Suite products & Adobe Acrobat) and experience with office equipment (e.g., printers, copiers).
• Must demonstrate proficiency with Microsoft excel with a deep understanding of its functions, formulas and data manipulation techniques is essential.
• Must be familiar with navigating ERP systems which integrate various business processes and provide comprehensive financial data.
• Adept at using data analysis visualization tools such as Power BI and Tableau to create interactive dashboards and visual representations of financial data.
• Strong verbal and written communication including presentation skills that summarize key findings, trends, and recommendations in a way that is easily understood by diverse audiences.
• Must possess interpersonal skills to enhance collaboration, communication, and problem-solving abilities, which are essential in a team-oriented environment.
• Exceptional skills in the following:
• Organization: Ability to maintain an organized workspace, manage files, and keep track of appointments and schedules.
• Time management: Skilled in prioritizing tasks to handle multiple responsibilities while maintaining a smooth workflow.
• Effective communication skills: Ability to clearly convey information, listen actively, and engage with clients and colleagues effectively.
• Soft Skills required for this position:
• Adaptability: Flexibility to adjust to changing situations and handle unexpected challenges with ease.
• Attention to Detail: Ability to notice and manage small details, which is crucial for maintaining accuracy in administrative tasks.
• Multi-tasking: Capacity to handle multiple tasks simultaneously without compromising quality or efficiency.
• Problem-solving skills: Capacity to address issues or concerns quickly and efficiently, often on the spot, and develop practical solutions.
• Interpersonal Skills: Strong ability to build rapport and maintain positive relationships with diverse individuals.
• Professionalism: Maintaining a courteous and respectful demeanor, reflecting the company's values and standards.
• Teamwork: Willingness to collaborate with others and support team efforts to achieve common goals.
• Emotional Intelligence: Understanding and managing one’s emotions and the emotions of others to enhance communication and relationships.
  
  

Preferred Qualifications

• Advanced degree in finance, accounting, economics or a related field
• Professional certification as (CFA), (CMA), (FRM)
  
  

Physical Requirements and Screenings

• Physical Demands: The physical demands described here are representative of those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Must be able to lift and carry 20 pounds.
• While performing the duties of this job, the employee is regularly required to sit and talk or hear.
• The employee is frequently required to stand, walk, use hands or fingers to handle, or feel and reach with hands and arms.
• Specific vision abilities required by this job include close vision and ability to adjust focus.
• Attention to Detail: Must have a keen eye for detail to ensure their analyses and reports are free from errors.
• Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Background and professional reference screenings are required.
  
  

Travel and Work Location

• This position may be an in-office, hybrid, or remote role. As such, the employee may sometimes work between home and Heritage Biologics’ Lee’s Summit, MO location as determined necessary. Whether onsite or remote, the employee is required to work and be available during regular business hours to allow for the highest level of collaboration with their team and other departments.
  
  

Other Duties

The job description and list of duties indicated above is not comprehensive. Duties, responsibilities, and activities may change at any time.

Monday-Thursday 8:00am-5:00pm CST, Friday 8:00am-3:30pm CST