Principal Business Analyst

CH01 CHE Fresenius Medical Care (Schweiz) AG; Waltham, Northern (MA, KY); Hybrid; USD 97,000 - 163,000; Full time

Job summary

Fresenius Medical Care seeks a Principal Business Analyst to develop, interpret and implement complex financial and sales analytics across the organization in support of sales effectiveness and budgeting processes.

The role requires 8+ years of related experience or a Master’s with 5+ years, strong proficiency in SAP, Anaplan and Power BI, and solid knowledge of GAAP and SOX controls, with leadership potential and excellent communication across cross-functional teams.

Qualifications

• 8+ years’ related experience; or a Master’s degree with 5 years’ experience.
• Excellent computer skills with strong demonstrated proficiency in word processing, spreadsheet, presentation and email applications.

Responsibilities

• Develop, interpret and implement complex financial and sales analytics for sales effectiveness, financial planning, and external insights to business stakeholders.
• Serve as SME by providing in-depth analysis, review and presentation of diverse analytical reports.
• Prepare, analyze and provide sales insights from sales data from CRM and other sources.
• Lead month/year reporting processes and align with financial calendar.
• Perform advanced analyses for pipeline, pricing, forecasting and budgeting cycles.
• Ensure compliance with GAAP, SOX, and other regulatory requirements.
• Coordinate and lead interdepartmental commercial and financial projects.
• Mentor Sales Analysts and liaise with cross-departmental teams.

Skills

Analytics

Data analysis

Leadership potential

Cross-functional collaboration

Communication

Education

Bachelor’s Degree

MBA

Tools

SAP

Anaplan

BEx query designer

Power BI

Excel

ERP

Job description

PURPOSE AND SCOPE

The Principal Business Analyst develops, interprets and implements complex financial and/or Sales analytics for sales effectiveness, financial planning, and providing intelligence on external insights to business stakeholders. The Principal Business Analyst performs economic research and studies in areas of business analysis within the assigned function(s).

PRINCIPAL DUTIES AND RESPONSIBILITIES

Utilize knowledge of sales KPIs and/or financial principles by reviewing, reconciling and consolidating submitted commercial data of complex scope on a routine basis; collaborating with cross-divisional teams on the accurate and timely resolution of outstanding issues.

Serve as a subject matter expert (SME) by providing in-depth analysis, review and presentation of diverse analytical reports.

Prepare, analyze and provide sales insights from sales data from various sources such as CRM (Win rates, hit rates, forecasts, revenue data, etc.)

Conduct/Advise on month/year reporting processes and according to financial calendar and report results.

Performs advanced, highly complex analyses on a regular basis for prospective and ongoing business initiatives; analyses may include but are not limited to pipeline funnel reviews, pricing, financial modeling, forecast/budget cycles and trend analysis.

May participate in process reviews, business process analyses and internal control testing; ensuring compliance with Generally Accepted Accounting Principles (GAAP), Sarbanes-Oxley Act (SOX), and other regulatory requirements within the assigned function(s).

Responsible for driving the coordination, completion and leadership of special interdepartmental commercial and financial projects.

May act as a mentor, providing functional guidance, support and advice to Sales Analysts in the department.

Liaise with other cross departmental members of sales, marketing, finance, and supply chain.

Performs other duties as assigned.

PHYSICAL DEMANDS AND WORKING CONDITIONS

The physical demands and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

SUPERVISION

None

EDUCATION

Bachelor’s Degree required; MBA desirable.

EXPERIENCE AND REQUIRED SKILLS

8+ years’ related experience; or a Master’s degree with 5 years’ experience.

Excellent computer skills with strong demonstrated proficiency in word processing, spreadsheet, presentation and email applications. Macro development preferred. Should have proven demonstration of handling large data sets. Previous financial or sales analysis experience supporting large, fragmented sales teams. Working knowledge of enterprise resource planning (ERP) and financial systems (e.g., SAP, Anaplan, etc.). Working knowledge of BEx query designer highly preferred Working knowledge of SOX. Proven track record within the organization for adding value and shows strong potential for leadership positions. Detail oriented with strong analytical and organizational skills. Experience in a fast-paced environment with changing priorities, tasks and client conditions. Strong interpersonal skills with the ability to establish and maintain relationships through diplomacy and tact. Able to work independently with minimal supervision and alternately within a team environment. Strong oral and written communication skills to effectively communicate with all levels of management.

REVENUE RECOGNITION ADDEMUM

Serve as a subject matter expert (SME) by providing in-depth analysis, review and presentation of diverse revenue recognition data. Provide support to sales team for budgeting & forecasting. Lead Revenue recognition meetings with sales teams; spotlighting areas of concern and reporting/developing KPIs. Work towards automation of process regarding input into SAP and enhancing Power BI reports. Acts as central point of contact for order status and reporting within department. Ensure all sales orders are entered into SAP accurately.

Compares orders to sales Special Offer Letters and/or Contracts, determining any order discrepancies, and communicates same to sales and/or customer. Maintains audit trail of documentation and creates billing reconciliation requests and follows up with A/R, as necessary. Produces and distributes daily, weekly, and monthly reports to inform sales and senior management of current equipment orders, shipments, and sales status.

SALES ANALYST ADDEMUM

Responsible for detailed revenue planning and analysis and bridge collaboration to demand planning. Strong collaboration across multiple stakeholders. Providing in-depth analysis that drives outcome and review and present product line and channel segments. Coach how data analytics drive impact. Provide support to sales team for budgeting & forecasting cycles and identify market trends to ensure the plan reflects business conditions.

Lead cross-functional collaboration with revenue planning cycle with sales, marketing and finance; spotlighting areas of concern. Advise on reporting/developing KPIs. Work towards automation of process regarding input into SAP and enhancing Power BI reports and other self-service reporting. Provide strong analytical and critical thinking modeling with advanced macro development utilizing Bex/AO query designer and previous sales ops/financial experience within the healthcare industry.

Responsible for maintaining department workflow guidelines, working with department to revise as needed and distribute within department. Conduct department training on revised workflow guidelines as needed. Manage the production of reports to inform sales and senior management of sales attainment and potential gaps. Sales and Marketing Management Possible leadership of associates Business analytics and reporting Process Improvement Leading Meetings Working with VP Coordination with outside resources SAP skills, Advanced Excel Skills, data base proficiency Advanced Excel Skills

ACKNOWLEDGEMENT

I acknowledge that I have read and accepted this job description. I understand what is expected of me in this position, and I am able to perform the essential functions as outlined with or without reasonable accommodation. Furthermore, I understand that the duties and responsibilities listed in this job description are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position. If I have any questions about duties and responsibilities not specified in this job description that I am asked to perform, I should discuss them with my immediate supervisor or my Human Resources representative.

COMPENSATION AND BENEFITS

The rate of pay for this position will depend on the successful candidate’s work location and qualifications, including relevant education, work experience, skills, and competencies. Annual Rate: $97,000.00 - $163,000.00 Non-Bonus Eligible Positions: include language below. Benefit Overview: This position offers a comprehensive benefits package including medical, dental, and vision insurance, a 401(k) with company match, paid time off, parental leave.

Bonus Eligible Positions – include language below. Benefit Overview: This position offers a comprehensive benefits package including medical, dental, and vision insurance, a 401(k) with company match, paid time off, parental leave and potential for performance-based bonuses depending on company and individual performance.

COMPANY VALUES

Fresenius Medical Care maintains a drug-free workplace in accordance with applicable federal and state laws. Fresenius Medical Care is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sexual orientation, gender identity, parental status, national origin, age, disability, military service, or other non-merit-based factors. Creating a future worth living. For patients. Worldwide. Every day. Fresenius Medical Care is the world's leading provider of products and services for individuals with kidney disease of which approximately 4.5 million patients worldwide regularly undergo dialysis treatment. United by a shared purpose of creating a future worth living for chronically and critically ill people, we care for around 292,000 dialysis patients around the globe. In addition, we operate around 35 global production sites to provide products such as dialysis machines, dialyzers, and related disposables. We aim to continuously improve our patients’ quality of life by offering them high-quality products as well as innovative technologies and treatment concepts.