Manager, Financial Planning & Analysis - Commercial

Tandem Diabetes Care

9d • Hybrid

About The Position

The Financial Planning & Analysis Manager role is a key member of the Commercial Finance team, providing financial leadership to drive business results and operating efficiencies through planning, forecasting and analysis of financial activity. The position leads the development of financial tools, reporting and analytics to summarize and measure progress of current initiatives, evaluate business opportunities and support strategic and tactical decision-making. This role is responsible for generating meaningful reporting and analytics and effectively communicating those findings across all levels of the organization to drive strong financial decision making. Key focus areas include preparing and managing periodic results, interacting with various functional business partners, and maintaining the financial planning system. A Financial Planning & Analysis Manager at Tandem also: Owns the operating expense forecasting process and annual budget planning for the Commercial organization. Engages with business leaders to develop annual budget, pressure test budget requests using productivity metrics, and ROI on investment as needed. Build key relationships and support the achievement of departments priorities and objectives. Serves as a strategic finance partner for Commercial organization; influencing business leaders by providing KPI metrics to ensure financial accountability Performs variance analysis on headcount, spending and assumptions against prior forecast. Drives monthly business review and quarterly forecast process with business leaders. Drives continuous improvement in forecasting, reporting deliverables and processes. Leads the management reporting process for Commercial Opex; provides timely and effective financial reports with insightful analysis and recommended courses of action to meet long-term corporate objectives. Leads the development, management and reporting of KPIs for the budgeting and forecasting process for Commercial operating expenses, headcount, regional spending and productivity measures. Creates and maintains dashboards and analyses for KPIs. Understands, maintains, and develops budget functionality in Adaptive Planning software. Provides and presents information that explains business projections and variances from plan. Collaborates with IT to streamline and automate reporting needs. Ensures data integrity and consistency across internal and external reporting and between various functions and businesses. Leads special projects, as assigned. Supports the short and long- term planning for the department including headcount, budgeting, training, and systems requirements. Participates in the selection, development, performance appraisal, merit recommendation, and promotion of staff. Ensures department staff is properly trained, per designated training plan, before assuming job responsibilities. Develops and manages schedules and performance requirements of staff.

Requirements

• Bachelor’s degree in business administration, accounting, or finance or equivalent combination of education and applicable job experience.
• 5-8 years of experience in a financial planning and analysis role with increasing responsibilities for multi-faceted direction and planning.
• Excellent leadership and communication skills and the ability to obtain buy-in from business partners on a wide variety of priorities and goals in a fast paced and innovative environment.
• Excellent analytical, management, and organizational skills with the ability to work with large data sets and draw appropriate and useful business conclusions.
• Ability to manage multiple priorities and tasks in a dynamic environment, drive organizational efficiencies and maintain a positive outlook and team environment.
• Knowledge of ERP, accounting and financial reporting systems.
• Ability to effectively use Microsoft Word, Excel, and PowerPoint for financial analysis, reporting and presentation.
• Knowledge and experience of U.S. GAAP, Securities & Exchange Commission and Sarbanes Oxley compliance requirements.
• Ability to lead and work effectively with all levels throughout the organization and across functional lines.
• Skilled at effectively communicating department or area issues and results within and across functional areas and conducting presentations of technical information concerning specific projects or timelines.
• Able to gain cooperation of others.
• Skilled at effectively leading a cooperative team effort and organizing resources to achieve team goals.
• Able to make and prioritize process and resource decisions based on overall team needs.

Nice To Haves

• CPA or MBA, preferred.
• Direct experience with Adaptive Planning forecasting software is a plus.

Responsibilities

• Owns the operating expense forecasting process and annual budget planning for the Commercial organization.
• Engages with business leaders to develop annual budget, pressure test budget requests using productivity metrics, and ROI on investment as needed.
• Build key relationships and support the achievement of departments priorities and objectives.
• Serves as a strategic finance partner for Commercial organization; influencing business leaders by providing KPI metrics to ensure financial accountability
• Performs variance analysis on headcount, spending and assumptions against prior forecast.
• Drives monthly business review and quarterly forecast process with business leaders.
• Drives continuous improvement in forecasting, reporting deliverables and processes.
• Leads the management reporting process for Commercial Opex; provides timely and effective financial reports with insightful analysis and recommended courses of action to meet long-term corporate objectives.
• Leads the development, management and reporting of KPIs for the budgeting and forecasting process for Commercial operating expenses, headcount, regional spending and productivity measures.
• Creates and maintains dashboards and analyses for KPIs.
• Understands, maintains, and develops budget functionality in Adaptive Planning software.
• Provides and presents information that explains business projections and variances from plan.
• Collaborates with IT to streamline and automate reporting needs.
• Ensures data integrity and consistency across internal and external reporting and between various functions and businesses.
• Leads special projects, as assigned.
• Supports the short and long- term planning for the department including headcount, budgeting, training, and systems requirements.
• Participates in the selection, development, performance appraisal, merit recommendation, and promotion of staff.
• Ensures department staff is properly trained, per designated training plan, before assuming job responsibilities.
• Develops and manages schedules and performance requirements of staff.

Benefits

• Tandem offers health care benefits such as medical, dental, vision available your first day, as well as health savings accounts and flexible saving accounts.
• You’ll also receive 11 paid holidays per year, a minimum of 20 days of paid time off (with accrual starting on day 1) and you will have access to a 401k plan with company match as well as an Employee Stock Purchase plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 1,001-5,000 employees