Sr Financial Analyst

As a Sr Financial Analyst, you will provide critical finance support to drive our business of transforming spine surgery through personalized solutions. Our desired Sr Financial Analyst is proactive, thrives in a dynamic environment, and takes pride in creating high quality deliverables/results. This individual will play a key role in our growing corporate financial planning & analysis team. This role is responsible for business partnering with our cross functional groups through preparation and delivery of annual budgets, monthly reporting, and ongoing forecasting. This role requires expert level Excel work and modeling, strong analytical skills, excellent communication abilities, a deep understanding of financial concepts and a keen interest in the medical device industry.

Responsibilities

Financial Planning & Analysis (FP&A):

• Lead the preparation of detailed monthly, quarterly, and annual financial forecasts and budgets including P&L, Balance Sheet and Cash Flow forecasts.
• Analyze financial results, variances, and trends to provide actionable insights to senior leadership.
• Develop, drive and own financial models to support business planning, investment decisions, new product launches, and cash management.
• Collaborate on long-term strategic financial planning, including scenario analysis and financial modeling.

Reporting & Performance Metrics:

• Prepare and present monthly and quarterly financial reports, highlighting key performance indicators (KPIs), financial results, and areas of concern.
• Anticipate and develop ad-hoc financial analysis and reporting for senior management, supporting strategic decisions and initiatives.
• Monitor and track business performance metrics, identifying opportunities for cost-saving initiatives and revenue growth.

Cost Management & Pricing:

• Work closely with the operations and production teams to analyze cost structures and recommend cost-saving strategies.
• Drive pricing strategy decisions by providing analysis on profitability, margins, and competitive market positioning.
• Track and analyze product lifecycle costs and capital expenditures to ensure efficient resource allocation.

Business Partnering:

• Collaborate with various departments (Sales, Marketing, Operations, R&D, G&A) to provide financial insight and influence key business decisions.
• Support Accounting in the month end close process, including OpEx accruals
• Support the financial due diligence of potential mergers, acquisitions, or partnerships, including financial modeling and risk assessments.
• Act as a financial advisor to business leaders, translating financial data into actionable recommendations.

Compliance & Governance:

• Ensure adherence to accounting principles, financial regulations, and company policies, including SOX regulations and industry standards.
• Support internal and external audits by providing necessary financial documentation and analysis.
• Assist in the implementation of financial controls and improvements to scale and streamline financial processes.

Qualifications

• Bachelor's degree in accounting, finance, or economics
• MBA or CPA preferred
• 8+ years of financial planning & analysis experience (medical device or other manufacturing experience is highly preferred)

Skills

• Mastery with Microsoft Excel in financial modeling
• Proficient with FP&A and Accounting software and systems commonly used in the sector (preferably experienced with Adaptive Planning and Netsuite)
• Excellent verbal and written communication
• Ability to perform high quality work with speed
• Willingness to wear multiple hats when needed to enable excellent patient outcomes
• Detail-orientated and organized
• Proven ability to handle multiple tasks with differing priorities simultaneously with a high degree of accuracy
• Ability to work independently and with a team in a collaborative manner

Equal Opportunity Employer

Carlsmed is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Carlsmed is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know.

Compensation

We are pleased to provide a competitive salary and benefits. Our benefits reflect our investment in the overall health and well-being of our employees and their families. including paying 100% of monthly healthcare, dental & vision insurance premiums, a 401(k) plan with employer matching and unlimited PTO. The expected starting pay range is: $125,000 to $135,000 annually. Compensation may vary based on related skills, experience, and relevant key attributes.