Advisor, Financial Planning & Analysis

What Financial Planning & Analysis contributes to Cardinal Health

Financial Planning & Analysis is responsible for being objective and strategic financial partners, leading collaborative cross-functional effort to drive relevant, flexible and efficient financial planning and analysis that supports our key business decisions.

  • Monitors performance indicators, highlighting trends and analyzing causes of unexpected variance.
  • Creates, tracks, and reports on capital expenditures vs budget.  Partners with the business on capital planning and budgeting.
  • Drives business value by providing financial and analytical counsel to facilitate decision-marking around strategic business initiatives.
  • Prepares monthly financial reporting including variance and financial statement analysis. Able to clearly communicate a cohesive and concise story around business drivers behind financial data and potential implications on future results.
  • Performs customer and product profitability analysis and makes investment and pricing decisions. Identifies opportunities to drive revenue growth, margin expansion and a more favorable mix (i.e., driving preferred products and services).
  • Understands market dynamics and competitors. Conducts complex analysis, synthesizes and summarizes implications to business, influencing business partners using analytics and business understanding.
  • Identifies and executes upon process improvement opportunities. Demonstrates proficiency of technical tools and financial systems.
  • Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected.

What is expected of you and others at this level

  • Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
  • May contribute to the development of policies and procedures
  • Works on complex projects of large scope
  • Develops technical solutions to a wide range of difficult problems. Solutions are innovative and consistent with organization objectives
  • Completes work independently receives general guidance on new projects
  • Work reviewed for purpose of meeting objectives
  • May act as a mentor to less experienced colleagues


  • Creation and management of IT Capital Acquisition Requests (CARs)
  • Evaluating capital vs expense activity
  • Assessing deal profitability and pricing models
  • Pricing client programs
  • Partnering with the business on reporting needs
  • Partnering with accounting on revenue recognition research
  • Traditional FP&A budgeting and forecasting activities


  • Bachelor’s degree in Accounting, Finance, or business related field, required
  • 2 – 4 years of experience in Finance, Accounting, or related field
  • Experience supporting an IT group or capitalization, preferred
  • Accounting firm experience, preferred