Financial Analyst - Cardio Partners - Dublin, OH

Sarnova HC, LLC; Dublin (OH); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

401(k) Plan

Competitive salary

Job summary

Cardio Partners, a division of Sarnova, seeks a skilled Financial Analyst to gather, analyze, and report financial data to drive strategic decisions. You will compile daily/weekly/monthly performance reports, support forecasting, and help manage sales quotas and commissions with cross-functional teams.

The role requires 1–3 years of financial analysis experience, strong analytical skills, and proficiency with MS Office; Power BI experience and ERP/CRM knowledge (Dynamics 365) are a plus.

Qualifications

• Bachelor’s degree in Finance, Accounting or related field.
• 1–3 years of experience in financial analysis.
• Strong analytical, problem-solving and critical thinking skills.
• Proficient with Microsoft Office Suite.
• Power BI experience is a plus.
• Experience with ERP/CRM systems is a plus (Dynamics 365).

Responsibilities

• Report daily, weekly, monthly and quarterly performance to leadership.
• Partner with Commercial teams to monitor financial metrics and provide insights.
• Develop forecasting and analytical models for report management.
• Track monthly KPIs and dashboards for the commercial team.
• Compute and validate monthly/quarterly sales commissions and adjustments.
• Assist in designing commission models and tracking sales quotas.
• Collaborate with Accounting on month-end close processes.
• Translate complex data into understandable tables, graphs and reports.
• Perform variance analysis to identify trends and opportunities.
• Create ad-hoc analyses to support decision making.

Skills

Analytical skills

Problem-solving

Cross-functional collaboration

Education

Bachelor’s degree in Finance or Accounting

Tools

Power BI

Dynamics 365

Job description

Cardio Partners, a division of Sarnova, is a national leader in emergency prevention and an ardent advocate in the fight against Sudden Cardiac Arrest (SCA). Cardio Partners offers complete cardiac solutions to our customers including equipment, consultation, end-to-end training, and program management. As an authorized master distributer of all FDA-approved defibrillator devices, the company provides customers the best-in-class value for new and recertified equipment. Customers’ emergency preparedness needs are met via Cardio Partners’ nationwide CPR training courses and state-of-the-art program management services.

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 Cardio Partners.

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:

• A 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.

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