FP&A Analyst: Growth Insights, Forecasting & Dashboards

Sarnova HC, LLC; Dublin (OH); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) Plan

Job summary

Sarnova HC, LLC is seeking a highly analytical Financial Analyst to support Bound Tree Medical’s finance team in Dublin, OH. This role will develop and communicate financial and sales performance insights that help leaders make better business decisions.

The Financial Analyst will manage recurring reporting, support forecasting and variance analysis, manage quota and commission processes, and build dashboards that highlight trends, risks, and opportunities.

Qualifications

• 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 (PowerBI experience preferred).
• Experience with ERP/CRM systems is a plus (Dynamics 365).

Responsibilities

• Prepare and distribute daily, weekly, monthly, and quarterly performance reporting and metrics.
• Partner with Commercial teams to monitor revenue, margin, sales productivity, and other key metrics; identify trends and provide insights.
• Develop forecasting and analytical models to streamline report management.
• Track monthly commercial KPIs and maintain dashboards, scorecards, and ranking tools for sales performance.
• Calculate, validate, and reconcile monthly and quarterly sales commissions and statements.
• Assist in designing and improving commission models based on sales performance.
• Participate in building, modeling, and tracking of sales quotas.
• Conduct territory analysis to optimize territory structures.
• Partner with Accounting for month-end analyses, reconciliations and close entries.
• Translate datasets into clear tables, visuals, and reports for stakeholders.
• Perform variance analysis to identify trends, risks and opportunities.
• Develop ad hoc reports to support decision-making.
• Additional duties as assigned.

Skills

Analytical thinking

Problem solving

Cross-functional collaboration

Attention to detail

Education

Bachelor’s degree in Finance or Accounting

Tools

Power BI

Dynamics 365

Job description

Sarnova HC, LLC is seeking a highly analytical Financial Analyst to support Bound Tree Medical’s finance team in Dublin, OH. This role will develop and communicate financial and sales performance insights that help leaders make better business decisions.

The Financial Analyst will manage recurring reporting, support forecasting and variance analysis, manage quota and commission processes, and build dashboards that highlight trends, risks, and opportunities.