Senior Financial Analyst – FP&A

About the Company

Our client is a Jacksonville-based manufacturer and global leader in surgical and medical device products. This organization brings the financial stability and operational discipline of a world-class manufacturer together with a local leadership team that is invested in building a best-in-class finance function. With a strong foothold in the medical device market and a commitment to continuous improvement, this is an organization where finance professionals have direct impact on how the business performs and grows.

The Role

We are seeking a technically strong, analytically driven Senior Financial Analyst – FP&A to serve as a key contributor within the finance team. This individual will take ownership of driver-based financial modeling, data integration, and planning automation — connecting operational performance to financial outcomes and providing leadership with the visibility needed to make informed decisions.

This is a role built for a finance professional who thrives in structured modeling environments, takes pride in building scalable, repeatable processes, and wants to be close to the business — not just behind a spreadsheet. The ideal candidate is equally comfortable querying data from an ERP system and presenting variance analysis to senior stakeholders.

Key Responsibilities

• Financial Modeling & Forecasting: Build and maintain driver-based budgeting and rolling forecast models using structured, repeatable design principles. Develop scenario and sensitivity analyses that support executive decision-making and ensure model integrity through consistent validation logic.
• Data Integration & Automation: Extract, structure, and analyze data from ERP and operational systems to build scalable financial models. Develop SQL queries and BI tool extracts that improve planning efficiency, automate recurring reporting workflows, and reduce manual spreadsheet processes.
• Business Performance Analytics: Perform detailed variance analysis tied to operational and financial drivers. Identify trends, surface actionable insights, and develop dashboards and analytical tools that support monthly management reporting.
• Cross-Functional Partnership: Collaborate closely with operational teams to validate forecast assumptions and ensure models reflect underlying business activity. Partner with Accounting to improve data structure, chart of accounts usage, and dimensional tagging to support analytical needs.
• Process Improvement: Continuously identify opportunities to automate, standardize, and scale financial processes. Reduce key-person dependency and build workflows that improve efficiency and data integrity across the planning function.

Requirements

• Experience: 3–6 years of experience in FP&A, corporate finance, or financial analytics. Demonstrated track record of building and owning complex financial models — not just maintaining existing work.
• Technical Proficiency:
  • Financial Modeling: Advanced Excel skills with a focus on structured, driver-based model architecture and scenario analysis.
  • ERP Systems: Experience integrating financial models with ERP data. SAP experience is strongly preferred; Oracle, JD Edwards, or comparable enterprise systems considered.
  • Data & Analytics: Demonstrated SQL experience and proficiency in Power BI or Tableau. Candidates who have built and automated BI reporting workflows are strongly preferred.
• Industry Background: Experience in manufacturing, medical device, CPG, distribution, or an operationally complex environment preferred. Familiarity with how operational metrics translate into financial outcomes is a meaningful differentiator.
• Education: Bachelor's degree in Finance, Accounting, Economics, Data Analytics, MIS, or a related quantitative field required. CPA, CFA, or graduate degree a plus but not required.

Why Join?

• Impact: Own financial models and analytics that directly inform executive decisions — not a support function, a strategic seat.
• Stability: Join a well-capitalized, globally recognized manufacturer with a long-term commitment to the Jacksonville market.
• Growth: Help build and evolve the FP&A function as the company continues to expand its analytics capabilities and planning infrastructure.
• Environment: Work in a structured, disciplined finance organization that values process improvement, data integrity, and professional development.

The Ideal Candidate

The ideal candidate is a technically sharp, intellectually curious finance professional who can build structured financial models, pull and interpret data from enterprise systems, and communicate findings clearly to non-finance stakeholders. You are someone who sees a manual process and immediately wants to automate it — and you have the skills to follow through. You are comfortable in a cross-functional environment, accountable to deadlines, and motivated by doing work that actually moves the needle.

Responsibilities

• Design and maintain driver-based financial models that integrate operational and financial data from ERP systems.
• Prepare monthly variance analysis, rolling forecasts, and management reporting packages.
• Build and automate BI dashboards and reporting workflows to reduce manual effort and improve planning scalability.
• Partner with operational and accounting teams to align financial outputs with business activity.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field with 3–6 years of FP&A or financial analytics experience.
• Expert-level Excel proficiency; structured financial modeling required.
• SAP or comparable enterprise ERP experience preferred; SQL proficiency strongly preferred.
• Power BI or Tableau experience a strong plus.
• Strong written, verbal, and cross-functional collaboration skills.
• Manufacturing, medical device, or operationally complex industry background preferred.