What are the responsibilities and job description for the Financial Analyst - Bound Tree - Hybrid position at Sarnova HC, LLC?
Overview Summary : We are seeking a skilled and detail-oriented Financial Analyst to join our finance team. The ideal candidate will be responsible for gathering, analyzing and interpreting financial data to help drive strategic business decisions. This role will compile and distribute various daily, weekly, and monthly financial and sales performance reports. This position will support financial modeling, commercial analysis, sales quota development and commissions tracking, sales forecasting and variance analysis reporting. Organizational Impact : In this role you will work closely with individuals across all departments and levels within the organization. You will be heavily relied on to provide data driven analytics to support all levels of management to drive the continued growth and financial success of Bound Tree. Responsibilities Essential Duties and Responsibilities : Report out daily, weekly, monthly and quarterly performance and metrics to leadership in support of the organization’s decision-making ability Partner with Commercial teams to monitor key financial metrics and provide insights Develop accurate and efficient forecasting and analytical models to streamline report management and output Responsible for monthly tracking of commercial team KPIs through managing the comprehensive composite ranking and monthly performance dashboards Calculate and validate monthly / quarterly sales commissions including compensation adjustments, tracking discrepancies, ensuring commission statement accuracy and addressing inquiries from the sales representatives Assist in designing and improving commission models based on sales performance and targets Participate in building, modeling, and tracking of sales quotas Partner with the Accounting team to manage month-end analyses, reconciliations and close entries as needed for financial close process Ability to convert complex datasets and findings into understandable tables, graphs, and reports and present / articulate results to internal stakeholders Perform variance analysis to identify trends, risks and opportunities for improvement Develop ad-hoc reports and analyses to support decision making with the commercial team Skills / Experience Required : Bachelor’s degree in Finance, Accounting or a related field 1-3 years of experience in financial analysis Strong analytical, problem-solving and critical thinking skills Proficient with Microsoft Office Suite (Microsoft PowerBI experience a plus) Excellent documentation and record-keeping skills Results driven, self-motivated and able to work independently Must be able to work cross-functionally with multiple stakeholders across the organization Ability to interpret and analyze large data sets, providing actionable insights Experience with commercial compensation or sales commission calculations is a plus Experience with ERP and CRM systems is a plus (Dynamics 365) Sarnova is an Equal Opportunity Employer. We offer a competitive salary, commensurate with experience, along with a comprehensive benefits package, including 401(k) Plan. EEO / M / F / Veterans / Disabled. Our mission is to be the best partner for those who save and improve patients’ lives. Excellence in delivering upon our mission is dependent upon having a diverse team that is empowered to bring their full, authentic self to work each day. We strive to create a workplace that reflects the communities we serve, and we are passionate about creating an inclusive workplace that promotes and values diversity.Essential Duties and Responsibilities : Report out daily, weekly, monthly and quarterly performance and metrics to leadership in support of the organization’s decision-making ability Partner with Commercial teams to monitor key financial metrics and provide insights Develop accurate and efficient forecasting and analytical models to streamline report management and output Responsible for monthly tracking of commercial team KPIs through managing the comprehensive composite ranking and monthly performance dashboards Calculate and validate monthly / quarterly sales commissions including compensation adjustments, tracking discrepancies, ensuring commission statement accuracy and addressing inquiries from the sales representatives Assist in designing and improving commission models based on sales performance and targets Participate in building, modeling, and tracking of sales quotas Partner with the Accounting team to manage month-end analyses, reconciliations and close entries as needed for financial close process Ability to convert complex datasets and findings into understandable tables, graphs, and reports and present / articulate results to internal stakeholders Perform variance analysis to identify trends, risks and opportunities for improvement Develop ad-hoc reports and analyses to support decision making with the commercial team Skills / Experience Required : Bachelor’s degree in Finance, Accounting or a related field 1-3 years of experience in financial analysis Strong analytical, problem-solving and critical thinking skills Proficient with Microsoft Office Suite (Microsoft PowerBI experience a plus) Excellent documentation and record-keeping skills Results driven, self-motivated and able to work independently Must be able to work cross-functionally with multiple stakeholders across the organization Ability to interpret and analyze large data sets, providing actionable insights Experience with commercial compensation or sales commission calculations is a plus Experience with ERP and CRM systems is a plus (Dynamics 365) Sarnova is an Equal Opportunity Employer. We offer a competitive salary, commensurate with experience, along with a comprehensive benefits package, including 401(k) Plan. EEO / M / F / Veterans / Disabled. Our mission is to be the best partner for those who save and improve patients’ lives. Excellence in delivering upon our mission is dependent upon having a diverse team that is empowered to bring their full, authentic self to work each day. We strive to create a workplace that reflects the communities we serve, and we are passionate about creating an inclusive workplace that promotes and values diversity.
