Senior Financial Analyst - Commercial FP&A

Medline; Northfield (IL); On-site; USD 85,000 - 124,000; Full time

Job summary

An established industry player is seeking a Financial Analyst to enhance their forecasting and reporting processes. This pivotal role involves partnering with Sales and Finance leadership to deliver actionable insights and analysis that drive business decisions. The successful candidate will analyze trends, support month-end close activities, and co-own the forecast model for selling expenses. With a focus on continuous improvement, this position offers a dynamic environment where your analytical skills will directly impact strategic planning and financial success. Join a company that values innovation and collaboration in a supportive workplace.

Benefits

Health Insurance

Life and Disability Insurance

401(k) Contributions

Paid Time Off

Qualifications

• 3+ years of experience in financial planning, reporting, and analysis.
• Proficient in advanced Excel functions and ERP systems.

Responsibilities

• Analyze financial results and meet with Finance and Sales leaders monthly.
• Coordinate with Finance teams for annual planning and forecasting.

Skills

Financial Planning

Reporting

Analysis

Advanced Microsoft Excel

ERP Systems (SAP, Oracle)

Education

Bachelor's Degree

Bachelor's Degree in Finance or Accounting

Tools

Microsoft Excel

PowerPivot

PowerQuery

ERP Systems

Job description

Job Summary

Job Description

This role will partner with Sales and Finance leadership in developing expense forecasting and reporting for Medline’s Commercial Organization. Continuing the partnership with sales and our corporate functions, this role will also deliver meaningful and actionable selling expense analysis monthly to key decision makers in the business through reporting, commentary, and dashboards.

• Analyze financial results, trends and metrics on a monthly basis and meet with Finance and key Sales leaders to communicate their results.
• Support month-end-close activities for Acute Care team by calculating/posting journal entries and updating reporting based on results.
• Coordinate cross-functionally with other Finance teams in the development and presentation of the annual plan and mid-year forecasts.
• Co-own the forecast model for selling expenses. Incorporate new ideas and learnings to improve the model over time. Partner closely with Sales leaders throughout the forecasting process.
• Perform ROI analysis, scenario modeling, and provide decision support for future business planning decisions and investments.

Basic Qualifications

• Bachelor’s degree.
• At least 3 years of financial planning, reporting, and analysis experience.
• Advanced Microsoft Excel skills (including PowerPivot, PowerQuery, pivot tables, financial modeling).
• Experience working with an ERP system – SAP and Oracle experience is a plus.

Preferred Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.

The anticipated salary range for this position:

$85,280.00 - $123,760.00 Annual

The actual salary will vary based on applicant’s location, education, experience, skills, and abilities. This role is bonus and/or incentive eligible. Medline will not pay less than the applicable minimum wage or salary threshold.

Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average.

Medline Industries, LP is an equal opportunity employer. Medline evaluates qualified applicants without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity or expression, protected veteran status, disability/handicap status or any other legally protected characteristic.