Global Marketing Financial Planning Analyst - Onsite

Intellectt Inc; Pleasanton (CA); On-site; USD 50,000 - 66,000; Full time

Job summary

Intellectt Inc. is seeking a highly capable Financial Analyst to support Heart Failure’s Global Marketing finance tasks in Pleasanton, CA.

The role focuses on budgeting, workforce planning, monthly close, and analysis, with strong Excel and SAP/Hyperion usage and collaboration across teams. The position involves preparing financial reports, performing variance analysis, and enabling data-driven decision-making.

Qualifications

• Bachelor’s degree in Business Administration, Finance, Accounting, or related field.
• Demonstrable experience utilizing finance software: SAP, Hyperion/Essbase, Microsoft Excel.
• Knowledge of balance sheet transactions and their impact on the income statement.
• Ability to prioritize deliverables for timely submissions and reviews.
• Excellent oral and written communication skills with executive presence.

Responsibilities

• Exercise judgment in planning, organizing and performing work; monitors performance and reports status within area of responsibility with a bias towards early action and cost/benefit analysis.
• Routinely perform financial planning and analysis activities for the Heart Failure Global Marketing function, which may include any combination of the following areas: budgeting and forecasting, balance sheet forecasting and analysis, detailed variance analysis, headcount analysis, purchase requisition approvals, capital management.
• Drive the monthly closing process, including the preparation of journal entries and conducting research across multiple financial systems. Provides analytical insight into budget variances and performance.
• Prepare and distribute financial reports and packages by gathering and analyzing information related to current performance vs. Last year, plan, and latest forecast.
• Partner with business to develop month-end analysis and commentary related to the financial close cycle and quarterly Latest Best Estimate (LBE) cycles.
• Participate in ad hoc analysis and reporting as required by finance management and/or the groups supported.
• Comply with U.S. Food and Drug Administration (FDA) regulations, other regulatory requirements, Company policies, operating procedures, processes, and task assignments.
• Maintain positive and cooperative communications and collaboration with all levels of employees, customers, contractors, and vendors.
• Execute annual goals and objectives as defined by the HF Finance team.

Skills

Budgeting

Forecasting

Excel

SAP

Hyperion/Essbase

Balance sheet

Communication

Education

Bachelor's degree in Business Administration/Finance/Accounting

Tools

SAP

Hyperion/Essbase

Excel

Job description

Intellectt Inc. is seeking a highly capable Financial Analyst to support Heart Failure’s Global Marketing finance tasks in Pleasanton, CA.

The role focuses on budgeting, workforce planning, monthly close, and analysis, with strong Excel and SAP/Hyperion usage and collaboration across teams. The position involves preparing financial reports, performing variance analysis, and enabling data-driven decision-making.