Senior Financial Analyst, Kohler Health

Kohler Co. • Kohler, WI

7d • Remote

About The Position

The Senior Financial Analyst - Health serves as a finance business partner supporting financial planning, forecasting, performance management, and investment analysis across Kohler Health. The role combines FP&A responsibilities with forward-looking financial modeling and business case development for new B2B/X opportunities, partnerships, pilots, and growth initiatives, as well as ownership of operating expense planning and spend management. The position collaborates with global Kohler Health teams in Korea, Israel, and the United States to support consistent financial processes, controls, reporting, and decision support.

The analyst leads monthly forecasting, annual operating planning, and long-range planning; builds and maintains integrated financial models; analyzes performance and recommends actions; and prepares financial reporting packages and management presentations. As a business partner to commercial, product development, operations, sales, and functional leaders, the analyst develops and monitors business cases, evaluates investment and return scenarios, tracks development spending and capital expenditures, and supports investment prioritization and post-investment reviews.

The role also supports close activities, expense and investment monitoring, financial reporting, compliance, international operations, and non-SAP entities. It helps improve processes and controls enabled by SAP S/4HANA, including data quality, workflows, reporting, automation, standardization, and adoption of system capabilities. Applicants must be authorized to work in the United States without sponsorship now or in the future.

Requirements

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field.
• Three to five years of progressive experience in FP&A, commercial finance, corporate finance, accounting, or a related analytical role.
• Advanced Microsoft Excel skills, including financial modeling, forecasting, scenario analysis, and sensitivity analysis.
• Demonstrated ability to develop business cases and translate complex data into meaningful insights and recommendations.
• Strong analytical, problem-solving, attention-to-detail, communication, and presentation skills.
• Ability to partner effectively across functions and geographies, constructively challenge assumptions, and explain financial concepts to non-financial stakeholders.
• Ability to manage multiple priorities and work independently in a dynamic, evolving, globally distributed business environment.
• Experience with process automation, dashboard development, and scalable finance processes.
• Authorization to work in the United States without requiring sponsorship now or in the future.

Nice To Haves

• Experience supporting a growth business or a healthcare, medical device, consumer wellness, technology, or manufacturing environment.
• Experience evaluating new products, commercial models, strategic partnerships, or investment opportunities.
• Knowledge of U.S. GAAP and experience supporting financial controls and close processes.
• MBA, CPA, CMA, or another relevant advanced degree or professional certification.

Responsibilities

• Lead monthly forecasting, annual operating planning, and long-range financial planning for Kohler Health.
• Develop and maintain integrated financial models covering orders, revenue, margins, operating expenses, headcount, capital expenditures, balance sheet, and cash flow.
• Analyze actual results against plan, forecast, and prior year; identify drivers, risks, opportunities, and recommended actions.
• Prepare monthly, quarterly, and annual financial reporting packages and management presentations.
• Partner with commercial, product development, operations, sales, and functional leaders across Kohler Health.
• Collaborate with teams in Korea, Israel, and the United States to align financial assumptions, forecasts, reporting, and decision support.
• Develop driver-based financial models and business cases for B2B/X use cases, customer opportunities, strategic partnerships, pilot programs, and growth initiatives.
• Evaluate pricing, revenue potential, volume assumptions, unit economics, margins, implementation costs, investment requirements, cash flow, payback, and returns.
• Monitor approved business cases against original assumptions, milestones, and expected returns.
• Track development spending and capital expenditures, including Capital Plan updates and placing assets in service when appropriate.
• Support investment prioritization and post-investment reviews across the Kohler Health portfolio.
• Prepare financial materials for monthly and quarterly business reviews and follow up on unexpected charges and material variances.
• Conduct ad hoc financial analyses and support special projects.
• Support month-, quarter-, and year-end close activities, including journal entries, accruals, prorates, account reconciliations, and variance analysis.
• Monitor operating expenses, headcount, project expenditures, and capital investments against approved plans.
• Support compliance with Kohler policies, controls, and reporting requirements.
• Provide FP&A support for international operations and non-SAP entities in alignment with Kohler processes.
• Support SAP S/4HANA-enabled process and control improvements, including ERP data quality, standardized workflows, reporting effectiveness, and adoption of system capabilities.
• Identify and help resolve process, control, and reporting gaps related to SAP S/4HANA in partnership with Finance, IT, and business stakeholders.
• Drive finance process improvement, automation, standardization, and enhanced reporting through ERP capabilities, data visualization, and analytical tools.

Benefits

• Applicable benefit programs available from the first day of employment, with no waiting period.
• Competitive total rewards package supporting health and wellbeing.
• Access to career growth and development opportunities.
• Performance bonus or variable incentive compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior