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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and analysis, including developing financial models and conducting investment analyses to support strategic decision-making. Proficient in leading budgeting, forecasting, and performance monitoring within the medical device or healthcare sectors.
Highest-signal resume keywords
Financial Planning And AnalysisFinancial ModelingBudgeting And ForecastingMicrosoft ExcelOneStream
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 EvaluationNPV AnalysisIRR AnalysisPortfolio ManagementInvestment Decision-MakingCost Efficiency AnalysisResource PlanningRisk AssessmentFinancial ReportingData Analysis
Soft Skills
Cross-Functional CollaborationStrategic ThinkingCommunication SkillsPresentation SkillsProblem-Solving
Tools & Technologies
Power BITableauPDwareResourceFirstMicrosoft PowerPoint
Industry Keywords
Medical DeviceHealthcareLife SciencesResearch And DevelopmentInnovation
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Partner with R&D, RPM, and PMO leadership to support portfolio prioritization, investment decisions, resource planning, and long-range strategy
- Lead financial evaluation of innovation and product development initiatives by assessing revenue, cost, margin, timing, and risk assumptions
- Develop financial models supporting NPV, IRR, development investments, resource requirements, and portfolio impact analyses
- Deliver financial insights and recommendations supporting product strategy, funding decisions, and portfolio management
- Lead forecasting, budgeting, and monthly financial review processes for innovation and product development investments
- Monitor spending, resource utilization, and investment performance to identify risks, opportunities, and cost efficiencies
- Prepare reporting and presentations translating portfolio performance and investment outcomes into actionable business insights
- Partner with the R&D Finance Center of Excellence and cross-functional stakeholders to drive consistent financial practices, scalable reporting, and decision support
Requirements
What you’ll need- Bachelor's degree in Finance or Accounting and 10+ years of finance experience OR advanced degree and 8+ years of finance experience
- Experience supporting financial planning and analysis, strategic planning, portfolio management, or investment decision-making
- Experience developing financial models and investment analyses to support business decisions
- Experience supporting Research & Development, innovation, product development, or related business functions
- Advanced proficiency in Microsoft Excel and PowerPoint
- Experience in financial planning and analysis, financial consulting, strategic finance, or corporate strategy functions
- Experience with OneStream, Power BI, Tableau, PDware, ResourceFirst, or similar financial and portfolio management tools
- Experience within the medical device, healthcare, or life sciences industry
- Experience supporting complex, matrixed organizations and cross-functional portfolio management processes
- For Baccalaureate degrees earned outside of the United States, a degree that satisfies the requirements of 8 C.F.R. § 214.2(h)(4)(iii)(A) is required
- Unrestricted U.S. work authorization at the time of hire and for the duration of employment
Benefits
Comp & perks- Competitive salary and flexible Benefits Package
- Health, Dental and vision insurance
- Health Savings Account
- Healthcare Flexible Spending Account
- Life insurance
- Long-term disability leave
- Dependent daycare spending account
- Tuition assistance/reimbursement
- Simple Steps (global well-being program)
- Incentive plans
- 401(k) plan plus employer contribution and match
- Short-term disability
- Paid time off
- Paid holidays
- Employee Stock Purchase Plan
- Employee Assistance Program
- Non-qualified Retirement Plan Supplement
- Capital Accumulation Plan
