Senior Financial Planning Analyst

CompuGroup Medical; Richardson (TX); Hybrid; USD 80,000 - 110,000; Full time

Job summary

CompuGroup Medical is seeking a Senior Financial Planning Analyst to drive business decisions through critical analysis and financial forecasting. With a focus on improving financial processes and providing insights for strategic initiatives, you will collaborate closely with business partners, ensuring the company achieves its operational objectives. This role requires a blend of analytical proficiency and business acumen, ideally suited for candidates with a strong finance background, including relevant degrees and several years of experience in the finance sector.

Benefits

All-round benefits package including Medical, Dental, and Vision

401k with employer matching

Flexible working hours

Personal Time Off for work-life balance

Career growth opportunities

Qualifications

• 3-4 years of relevant finance experience.
• Advanced Excel skills are essential.
• Exposure to financial modeling and forecasting.

Responsibilities

• Support business decisions with financial analysis.
• Prepare monthly forecasts, annual budgets, and multi-year plans.
• Review sales and operational data for trends and insights.

Skills

Analytical Skills

Detail-Oriented

Problem Solving

Business Acumen

Education

BS in Finance, Accounting, or Economics

MBA / ACCA / CPA (preferred)

Tools

SAP

Excel

Job description

Create the future of e-health together with us by becoming a Senior Financial Planning Analyst

At CompuGroup Medical we have the mission of building ground-breaking solutions for digital healthcare. Our vision is revolutionizing how healthcare professionals produce access and utilize information and thus enabling them to focus on the core value of their work : patient outcomes.

Your Contribution :

• Critical in providing analysis to support business decisions
• Play an active role in preparing monthly forecasts annual budgets and multi-year plans
• Provide target / actual / trend financial analysis and conduct deep dives in abnormal KPI behavior
• Review North Americas sales and employee commissions. Analyze customer turnover and other operational data
• Drive continual process improvement leveraging best practices standardization and automation to scale the business
• Develop strong relationships with the companys business partners which includes supporting them with analysis if needed or requesting insight on specifics of the reported values
• Prepare ad-hoc reporting & performance analytics

Your Qualification :

• 3-4 years of relevant Finance experience (FP&A Auditing or Financial Consulting); with exposure to detailed analytics financial modeling and forecasting
• BS in Finance Accounting or Economics is required; MBA / ACCA / CPA is preferred
• Advanced Excel skills are essential; SAP experience is preferred
• Team player problem solver with flexible mind and attention to detail
• Ability to work independently with minimal supervision under high pressure
• Curious & analytical mind : you must be able to ask the right questions identify relevant sources combine data sets crunch numbers and present actionable conclusions
• Business acumen is necessary to know what makes the business and your stakeholders tick

What you can expect from us :

• Purpose : Become part of an important missions. At the interface between healthcare and digitization we create the future of e-health.
• Equal Opportunity Employer : At CGM we value our team members and strive to create an environment where everyone has the opportunity to succeed.
• Career Opportunities : We are offering a variety of internal career opportunities and numerous long-term perspectives.
• Security : We offer a secure workplace in a crisis-proof market.
• All-round benefits package : Medical Dental and Vision as well as 401k with employer matching. Personal Time Off to promote work life balance.
• Work environment : Modern workplaces flexible working hours hybrid work options and much more

Convinced Submit your application now! Please make sure to include your salary expectations as well as your earliest possible hire date.

We create the future of e-health.

Become part of a significant mission.

Required Experience :

Senior IC

Key Skills

Employment Type : Full-Time

Experience : years

Vacancy : 1

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