Financial Analyst

Driven by a commitment to research, quality and service, PDI, Inc. provides innovative products, educational resources, training and support to prevent infection transmission and promote health and wellness. Encompassing 3 areas, our Healthcare, Sani Professional and Contract manufacturing divisions, we develop, manufacture and distribute leading edge products for North America and the world. We have several locations across the US and are looking for new Associates to join our team!

POSITION PURPOSE

The position is responsible for divisional and corporate related financial reporting and the annual budgeting and forecasting process. Divisional support includes monthly profitability, spend variance analysis, ad hoc analytics, R&D project support, and management of monthly/quarterly senior leadership presentations. Corporate related functions include but are not limited to: financial modeling, annual budgeting, ad hoc reporting, trend identification, distribution of financial statements, and maintenance of various presentation materials.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

REPORTING & ANALYSIS:

• Support key FP&A processes related to budgeting, forecasting and long range planning. Responsibilities include building, maintaining and updating financial models and collaborating with the business units to revise and maintain assumptions.
• Active role in monthly reporting process: Prepare preliminary financial flash, review of significant budget variances, and preparation/distribution of the final P&L to senior management.
• Regularly update performance summary slides for Management Committee, Board of Directors meetings, and divisional business reviews, which combine standard financial statements with visual analytics and dashboards.
• Maintain monthly PPV allocation report, confirm accuracy and challenge anomalies.
• Continually work to validate data integrity from different database sources to ensure consistent, accurate reporting.

PERFORMANCE MEASUREMENTS

• Confirm that all reports, analytics and presentations have consistent and accurate data with strong attention to detail.
• Ensure that the all month end analysis is performed within specified timeline issued by corporate controller.
• Complete all monthly and quarterly decks in advance of prescribed deadlines.

QUALIFICATIONS

EDUCATION/CERTIFICATION:

• Bachelor’s degree with major in finance or accounting or other business degree.

REQUIRED KNOWLEDGE:

• Intermediate to advanced Microsoft Excel & PowerPoint
• Data management and presentation skills.
• Extremely strong analytical, problem-solving skills and business acumen.
• Experience with IBM Planning & Analytics preferred but not required

EXPERIENCE REQUIRED:

• 2-3+ years finance experience, including experience in Financial Reporting and/or Analytics.

SKILLS/ABILITIES:

• Must have exceptional communications skills, strong work ethic and the ability to work well in cross-functional teams and as well as independently.
• Handle confidential information in a professional manner.
• Ability to effectively analyze and evaluate problems.
• Capability to manage multiple priorities and consistently meet established deadlines while maintaining a high degree of quality.
• Proactive individual with strong organizational and interpersonal skills.

WORKING CONDITIONS

• No hazardous or significantly unpleasant conditions.