Sr. Financial Analyst

KARL STORZ North America; Charlton (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

A global leader in medical technology is seeking a Senior Operations FP&A Business Partner to play a vital role in connecting financial outcomes with operational performance. This position focuses on financial planning, cost accounting, and analytical reporting. The ideal candidate should have a Bachelor's degree and over 5 years in financial analysis with a strong understanding of operational finance. The role requires expertise in tools such as SAP and Tableau, and offers a collaborative environment with strategic impact.

Qualifications

• 5+ years in FP&A, operations finance, or financial analysis; manufacturing or supply chain experience strongly preferred.
• Strong understanding of cost accounting, standard costing, inventory accounting, and financial planning cycles (budget, forecast, variance).
• Ability to analyze large datasets and simplify financial concepts.

Responsibilities

• Lead the annual operating and capital budgeting process, ensuring alignment with company goals.
• Provide data-driven insights that highlight operational risks, opportunities, and financial impact.
• Support business cases for equipment investments, process improvements, and strategic initiatives.

Skills

Financial planning

Cost accounting

Variance analysis

Data visualization

Education

Bachelor’s degree in Accounting, Finance, Business, Engineering, or related field

Tools

SAP

Oracle

Tableau

Power BI

Advanced Excel

Job description

KARL STORZ Endoscopy-America, Inc., a U.S. affiliate of KARL STORZ GmbH & Co. KG, is a global leader in reusable endoscopy technology. Headquartered in El Segundo, California, we specialize in surgical instruments, imaging systems, and OR1® integration technologies.

Hired candidate must live in the Worcester, MA or Charlton, MA area.

This position requires in office three days per week in Charlton, MA.

Senior Operations FP&A Business Partner

I. Position Overview

The Senior Operations FP&A Business Partner plays a key role in connecting operational performance with financial outcomes. This position partners closely with manufacturing, supply chain, and finance leaders to deliver accurate financial planning, operational transparency, and actionable insights. The role emphasizes strong accounting fundamentals—especially cost accounting, budgeting, forecasting, and variance analysis—paired with analytical support that improves operational efficiency, profitability, and strategic decision-making.

II. Core Responsibilities

1. Financial Planning & Accounting
   • Lead and support the annual operating and capital budgeting process, ensuring alignment with company goals.
   • Manage recurring financial forecasts and reconcile actuals through detailed variance analysis.
   • Apply cost accounting principles to track, analyze, and report manufacturing performance, COGS trends, overhead absorption, inventory impacts, and operational cost drivers.
   • Develop financial models supporting scenario planning, operational forecasting, and capital investment decisions.
2. Operational Analytics & Reporting
   • Establish and maintain operational KPIs tied to cost, efficiency, throughput, and quality.
   • Provide clear, data-driven insights that highlight operational risks, opportunities, and financial impact.
   • Maintain dashboards reporting key financial and operational metrics (Tableau, Power BI).
   • Convert complex financial and operational data into concise recommendations for leaders.
3. Business Partnership
   • Act as a primary finance partner for operations and supply chain teams, driving financial discipline and cost transparency.
   • Support business cases for equipment investments, process improvements, and strategic initiatives, including ROI, payback, and NPV modeling.
   • Communicate performance results and strategic insights to both finance and non-finance stakeholders.
4. Continuous Improvement
   • Identify opportunities to streamline reporting, automate workflows, and enhance data accuracy.
   • Improve forecasting processes, operational cost analysis, and financial governance across the organization.

III. Required Skills & Experience

• Education: Bachelor’s degree in Accounting, Finance, Business, Engineering, or related field.
• Experience: 5+ years in FP&A, operations finance, or financial analysis; manufacturing or supply chain experience strongly preferred.
• Accounting Knowledge: Strong understanding of cost accounting, standard costing, inventory accounting, and financial planning cycles (budget, forecast, variance).
• Technical Skills:
  • ERP experience (SAP, Oracle preferred; SAP data structures a plus)
  • Data visualization (Tableau, Power BI)
  • Advanced Excel and financial modeling skills
• Communication: Ability to simplify financial concepts and influence operational decisions.
• Analytical Skills: Proven ability to analyze large datasets and translate findings into business action.
• Leadership & Adaptability: Ability to manage multiple priorities in a fast-paced operational environment.

IV. Preferred Qualifications

• MBA or advanced financial degree.
• Hands-on experience with standard costing, variance decomposition, and manufacturing finance.
• Background in capital investment modeling and operational ROI analysis.
• Experience building dashboards for KPIs, cost structures, OPEX/CAPEX, and operational trends.
• Strong data storytelling skills and experience presenting to senior leadership.

V. Essential Functions

• Partner with operations and supply chain leaders to strengthen cost controls and operational accountability.
• Deliver timely financial and operational performance reports.
• Lead business case development for major operational investments.
• Maintain dashboards and reports that increase visibility into cost drivers and operational performance.
• Support process improvement and cost-reduction initiatives.
• Adhere to financial governance, confidentiality standards, and company policies.

VI. Key Attributes

• Financial Steward: Applies accounting rigor and financial discipline across operations.
• Trusted Advisor: Builds strong relationships and provides clear financial guidance.
• Analytical Thinker: Identifies root causes, evaluates options, and recommends data-driven decisions.
• Operational Strategist: Aligns operational activity with financial outcomes and long-term goals.

Travel: Up to 10%.