Senior Financial Analyst

301044 Fresenius Kabi USA, LLC; United States; Hybrid; USD 79,000 - 108,000; Full time

Benefits offered by this job

401(k) with company contributions

Paid vacation

Holiday and personal days

Employee assistance program

Health benefits: medical, prescription

Dental and vision coverage

Job summary

Fresenius Kabi USA, LLC invites applications for a Senior Financial Analyst to support forecasting, budgeting, and financial analysis across sales and business areas. The role uses SAP and SQL-based data to automate reporting and drive decision making.

Onsite in Lake Zurich 3 days/week, with some remote work, and eligibility for a 6% annual bonus target. Responsibilities include annual budgeting, long-range planning, and monthly variance analysis.

Qualifications

• Bachelor’s degree in accounting, finance or relevant working experience.
• MBA, master’s degree in data science, and/or CPA a plus.

Responsibilities

• Lead in preparation of Annual Budget, Long Range Plan, and quarterly Forecasts for cost centers and revenue.
• Prepare, analyze, report, and reconcile monthly actual results vs budget/forecasts.
• Execute analytics projects using Python, Power Query, R, or SQL to prepare and merge data and perform advanced analysis.
• Collect and analyze monthly/weekly Sales reports across functions to ensure accuracy.
• Develop dashboards and standardized reporting using Power BI; support month-end close activities.

Skills

Excel

SQL

R/Python

Power BI

Finance analytics

Education

Bachelor’s degree in accounting or finance

MBA/CPA a plus

Tools

SAP

TM1 Cognos

Power Query

Job description

Job Summary

The Senior Financial Analyst is responsible for financial support and analysis in sales and other business areas. They will help manage the forecasting process and report and communicate results to upper management and to Corporate Germany. They will utilize SAP and other relational databases to analyze, obtain, prepare, compile and present information. As part of these responsibilities, it is expected the implementation of advanced analytics and supporting methodologies to automate reporting and facilitate decision‑making activities.

• This position requires working onsite in Lake Zurich 3 days per week; remaining days may be worked remotely.
• This position is not eligible for visa sponsorship either now or in the future.
• Salary Range: $88,000-99,000.
• Position is eligible to participate in an annual bonus plan with a target of 6% of the base salary.
• Final pay determinations will depend on various factors, including, but not limited to experience level, education, knowledge, skills, and abilities.
• Our benefits and programs are comprehensive and thoughtfully crafted to ensure our colleagues live healthy lives and have support when it matters most. Benefits offered include a 401(k) plan with company contributions, paid vacation, holiday and personal days, employee assistance program, and health benefits to include medical, prescription drug, dental and vision coverage.

Responsibilities

Lead in preparation of Annual Budget, Long Range Plan, and quarterly Forecasts for cost centers and revenue as well as help prepare related management presentations. This also involves providing observations and recommendations to better help management understand financial reporting. Prepare, analyze, report, and reconcile monthly actual results compared to budget, forecasts, and prior year for North America. Execute analytics projects using Python, Power Query, R, or SQL to prepare and/or merge internal data assets and perform advanced analysis. Collect and analyze business functions and product lines’ monthly and/or weekly Sales reports and ensure for accuracy. Contribute to multiple internal data initiatives, including but not limited to new tool development, automation, simulation, data integration and visualization dashboards. Manage the relationship with department managers and communicating financial results. Assist in reviewing costs and performing cost/benefit analyses related to proposed projects/programs in order to improve operational and financial effectiveness of the company. Prepare and analyze financial actuals, budget, forecasts, and variance reports on a monthly, quarterly, and annual basis. Develop reports for forecasting/trending and results analysis. Standardize reporting using Power BI, implementing new technical capabilities. Assist with month‑end close activities and reporting. Responsible for loading and maintaining portions of P20, TM1, BCS, and FKGAN for actual results, as well as quarterly forecasts and annual budgets. Assist with coaching of Financial Development Program Associate. Lead efforts on ad hoc and special projects within finance team.

Job Requirements

• Bachelor’s degree in accounting, finance or relevant working experience.
• MBA, master’s degree in data science, and/or CPA a plus.
• 5+ years of accounting and financial analysis experience.
• Strong Microsoft Excel skills (PivotTables, Macros).
• Execute analysis using SQL, R / Python, or other statistical programming languages and BI tools (e.g., Power BI, Tableau, Qlik Sense) preferred.
• Knowledge of ERP systems; SAP & TM1 Cognos preferred.
• High attention to detail and strong data science skills.
• Ability to communicate complex analysis and conclusions/recommendations in a concise, easily understandable manner.
• The Company’s primary business language is English. The successful candidate must be able to effectively speak, read, write, and understand English to perform the essential functions of the position, including independently understanding policies, procedures, training materials, and workplace communications written in English due to our heavily regulated work environment.

Additional Information

We offer an excellent salary and benefits package including medical, dental and vision coverage, as well as life insurance, disability, 401K with company contribution, and wellness program. Please note that joining our team does not create a guaranteed or permanent employment arrangement. All employment is at‑will, meaning both the employee and Fresenius Kabi have the right to end the employment relationship at any time, in accordance with applicable federal and state laws. Fresenius Kabi is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, citizenship, immigration status, disabilities, or protected veteran status. Fresenius Kabi is a global health care company that specializes in injectable medicines, biosimilars, and technologies for infusion, transfusion, and clinical nutrition. Our expansive portfolio of products and global network of science and manufacturing centers provide essential support for the care of critical and chronically ill patients. With more than 41,000 employees worldwide, our dedicated team is united by our shared purpose: to put lifesaving medicines and technologies in the hands of people who care for patients – and to find answers to the challenges they face. We call this purpose caring for life. Our U.S. headquarters is in Lake Zurich, Illinois and the company’s global headquarters is in Bad Homburg, Germany. Follow us on LinkedIn to learn more: http://bit.ly/3KdaGJr