Senior Financial Planning Analyst

ZOLL Medical Corporation•Chelmsford, MA

2d•$112,800 - $169,200

About The Position

The Senior Financial Planning Analyst supports the Financial Planning & Analysis function for the ACT division and develops, creates, and drives FP&A strategy for the organization. This role defines FP&A methodologies and forecasting frameworks used across teams, acting as a subject matter expert that others depend on to solve ambiguous financial/data problems, and has an impact on functional direction or planning strategy. They have a proven ability to understand technical concepts and communicate with all areas of the business. They can manage multiple projects at once and reprioritize as business requirements change. The position oversees the annual budget while contributing to broader FP&A efforts tied to business performance. Responsibilities include monthly financial reporting, forecasting, headcount tracking, budget oversight, and ensuring financial accuracy and compliance. The Senior Financial Planning Analyst partners closely with Business Unit and Sales Leadership, Finance, Accounting, and IT to gather business requirements, support data development, and provide clear, actionable reporting. The role forecasts and analyzes orders, revenue, margin, as well as sales and marketing costs and is responsible for defining and developing KPIs, dashboards, and performance insights for senior leadership. This role is an essential part of strategic planning, and contributes to special projects and ad-hoc analysis. Success in this role requires strong business and technical acumen, the ability to manage multiple priorities, and adaptability in a fast-changing environment.

Requirements

Bachelor's Degree in Business Administration required
8+ years of related experience required
Experience working in a multi-org, multi-site environment required
Proficiency in Excel
Excellent written and verbal communication
Strong organizational skills
Strong analytical skills and attention to detail
Proven ability to visualize, document, and improve processes

Nice To Haves

Experience with Oracle 11i or greater preferred
Experience with Tableau and/or Tableau Prep preferred
Presentation experience preferred
Knowledge of database and data warehouse architecture preferred

Responsibilities

Lead the development and standardization of financial reporting frameworks, defining approaches adopted across the division.
Prepare, analyze, and distribute revenue and margin reporting and analytics.
Prepare and deliver executive-level financial insights and materials, framing complex data into clear, actionable recommendations.
Act as a liaison across the finance team to define and evolve FP&A methodologies and forecasting frameworks while leading the financial planning deliverables such as forecasts, actuals reporting, variance analysis and long-range planning.
Partner with Sales, Business Unit Leadership, and Finance to shape multi-year business planning, including defining financial narratives, assumptions, and key drivers of performance.
Lead the preparation and completion of end-to-end financial planning cycles (monthly, quarterly, annual), determining approaches and adapting methodologies based on evolving business needs.
Establish, prepare, and refine reporting frameworks for orders, shipments, and backlog analysis ensuring consistency and clarity across stakeholders.
Influence decision-making through development of KPIs, dashboards, and performance insights, ensuring alignment to evolving business priorities and strategic objectives.
Analyze sales productivity, margins and operating expense trends, as well as identify areas of opportunity to improve results.
Act as a key liaison with IT and data/analytics teams to influence reporting capabilities and ensure FP&A requirements are translated into scalable solutions.
Develop cross functional relationships and network outside of finance to help support the business in defining and achieving its strategic goals.
Lead high-complexity ad hoc analyses and special projects, often requiring development of new frameworks or approaches to address evolving business questions.
Continuously assess and enhance FP&A processes and tools, driving improvements that elevate how financial planning and analysis is performed across the function.