Financial Analyst

Position Title: Financial Analyst                                                                  FSLA Status: Salary - Exempt                                                              

Department: Finance                                                                                    Location: Franklin, TN

Supervisor: CFO                                                                                                                                                                                                

Medacta® is a Swiss-based orthopedic company founded in 1999, renowned for its innovative products and surgical techniques. Notably, they pioneered the Anterior Minimally Invasive Surgery (AMIS®) technique for hip replacements, MyKA™ Kinematic Alignment Platform for knee replacement, and NextAR™ Augmented Reality Surgical Platform for use in shoulder, spine, and knee procedures. Leveraging their extensive orthopedic expertise, Medacta introduced MySolutions technology, which provides surgeons with highly personalized pre-operative planning and implant placement methodologies. Utilizing advanced personalized kinematic models and 3D planning tools, MySolutions enhances surgical precision in hip, knee, shoulder, and spine procedures. Medacta's blend of orthopedic expertise and cutting-edge technology drives continual advancements in the field, enhancing patient care worldwide.

Responsible for supporting Medacta USA in financial analysis and reporting activities in various capacities including decision support, sales & financial/operational metric variance reviews, and budget/forecast planning assistance. Aids in improving profitability and decision-making process through data analytics and reporting.

Educational Requirements:

Bachelor’s Degree – Finance, Accounting, Economics, or Statistics related field (required).

Experience Requirements:

Minimum 1-3 years’ experience in a prior financial or accounting related role.

Required Skills and Abilities:

• Financial Modeling, Financial Analysis/Planning & Budgeting, Variance and Profitability Analysis, Business Intelligence, Strong Analytical and Data Gathering Skills, Business Acumen, Self-Starter, Written and Oral Communication Skills, Interpersonal Skills, Mathematical Aptitude, Organization, Professionalism, Project Management, Time Management, Process Improvement, Change Management.
• High level (Intermediate to Advanced) Microsoft Office Excel skills (i.e. formulas and functions), Word, and PowerPoint.
• Familiarity with Business Intelligence and data query/data management tools such as Qliksense, Business Objects, Access, SQL
• Physical Requirements:
  • Sitting: Extended periods at a desk or workstation.
  • Standing and Walking: Occasional movement within the office.
  • Lifting and Carrying: Light to moderate lifting of office materials.

Additional tasks may require reaching, manual dexterity, and visual acuity.

External: Sales Agents, Vendors, Auditors.

Internal: Sales Personnel, Marketing, Product Development, Finance, Administration, Customer Service, Operations, Medical Education, Clinical Research, Human Resources, and Medacta International Personnel worldwide.

Travel requirements: Minimal, as necessary.

Extent of Confidential Information: High.

Reporting: Senior Financial Analyst, CFO.

• Under guidance of the Senior Financial Analyst, extends support to the MUSA CFO and MUSA Sales Executive Leadership with financial & sales analysis activities, including sales reporting/forecasts, financial planning analysis and preparation schedules to support the annual budget and quarterly forecasts process.
• Assists the CFO and sales leadership on proforma development on adhoc basis and prepares profitability analysis to provide management information vital for the decision-making process.
• Builds financial models and reporting to guide the cost/profitability analysis process with financial and sales leadership.
• Analyzes and interprets data (financial statements, sales & operational reports)– makes comparative analysis and works with leadership to propose recommended actions for financial and or operational/process improvements.
• Enhances the Business Intelligence functions of the enterprise. Coordinates with Medacta International and IT to support endeavors on improving business intelligence applications. Works to automate routine reporting needs vs. manual preparation.
• Prepares franchise sales rep and agent costing and profitability analysis reports – reviews with sales leadership to identify outlier and unfavorable trends for course correction (i.e. sales and commissions, freight, etc).
• Analyzes expense activities (i.e T&E) to identify unfavorable root cause trends for course correction. Provides monthly reports to CFO and sales general managers to ensure expenses are aligned with budget and action plans monitored for resolution.
• Coordinates with the Senior Financial Analyst and Controller on variance analysis reviews to support comment and explanation on business trends and costs impacting the financial statements. Works closely with accounting team to ensure accurate financial reporting reflective of the business in a growing and changing environment.
• Tracks performance on various financial and operational metrics as requested.
• Communicates with IT support personnel to enhance, modify, or add business intelligence tools to automate routine analytical reporting needs.
• Communicates effectively with financial and sales leadership on opportunities and variances for investigation and course correction.
• Performs other related duties as assigned.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.