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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, reporting, and budgeting, with a strong focus on KPIs and ROI analytics. Proven ability to lead and mentor teams while providing strategic financial guidance in the medical device industry.
Highest-signal resume keywords
Financial ReportingBudgeting and ForecastingTeam LeadershipKPI DevelopmentPower BI
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisBudgetingCost ReductionData AnalyticsROI AnalyticsSales and Operations PlanningVariance AnalysisMathematical SkillsFinancial ModelingInventory Analysis
Soft Skills
Effective CommunicationMentoringProblem SolvingFlexibilityTeam Collaboration
Tools & Technologies
Power BIPlanning Analytics WorkspaceMicrosoft Office SuiteCollaboration ToolsDatabases
Certifications & Qualifications
CPAMBA
Industry Keywords
Medical DeviceOrthopedicsFinancial Subject-Matter ExpertSupply Chain OperationsProduct Management
About the role
Key responsibilities & impact- Manage a team of financial analysts and mentor them in partnering with Product Management
- Perform and oversee regular and ad hoc product team financial reporting, planning, and analysis
- Analyze sales, margin, and inventory
- Liaise with Supply Chain Operations and contribute insight to Sales and Operations Planning
- Develop and report KPIs for domestic and international product teams
- Analyze results and advise on investments, sourcing, asset utilization, and cost reduction
- Support business cases and ROI analytics for new product initiatives and promotional strategies
- Provide financial guidance to product team and regional leaders
- Prepare and summarize plan-versus-actual results and variance explanations
- Prepare and present financial data for management and executive reporting
- Serve as a financial subject-matter expert on domestic and international projects
- Research and lead inquiry resolution for functional areas and business units
- Oversee and assist with annual revenue and SG&A budgeting
- Drive accuracy in operational expense forecasting
- Ensure budgets and forecasts meet organizational financial targets
- Improve data analytics, business intelligence, and reporting efficiency
- Exercise flexibility in working hours to meet deadlines and quality expectations
- Direct day-to-day team activities, delegate tasks, conduct performance evaluations, communicate strategy, and propose HR development
Requirements
What you’ll need- Bachelor’s degree in Accounting, Finance or related Business/Economics required
- 7+ years of relevant work experience required
- 2+ years of managerial experience required
- CPA, MBA, or Master’s degree in Finance or Accounting Preferred
- Experience with Power BI and/or Planning Analytics Workspace Preferred
- Medical Device industry Preferred; experience in Orthopedics a plus
- Knowledge of virtual machines and laptops
- Experience working in a Microsoft environment
- Experience with collaboration tools, email, word processing, spreadsheets, and databases
- Ability to define problems, collect data, establish facts, and draw valid conclusions
- Ability to interpret technical instructions in mathematical or diagram form and deal with abstract and concrete variables
- Mathematical skills sufficient to perform the job
- Ability to communicate ideas and issues effectively verbally and in writing
Benefits
Comp & perks- Medical, Dental and Vision Insurance
- Company-Provided Life Insurance
- Voluntary Life Insurance
- Flexible Spending Account (FSA)
- Supplemental Insurance Plans (Accident, Cancer, Hospital, Critical Illness)
- Matching 401(k) Retirement Plan
- Annual Bonus
- Wellness Incentive Program
- Free Onsite Medical Clinics
- Free Onsite Lunch
- Tuition Reimbursement Program
- Trip of a Lifetime
- Paid Parental Leave
- Paid Time Off
- Volunteer PTO
- Employee Assistance Provider (EAP)