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.

  • Analyzes business trends
  • leads and aligns financial forecasts and long range planning processes with our business leaders. 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.
  • Creates financial models and scenarios as a key input for business planning decisions in areas such as capital deployment, sourcing, product development, marketing strategies, and acquisitions.
  • Manages annual budget processes, incorporating business initiatives, economic trends and operational effectiveness. Aligns budget to business strategies and gains alignment from business partners.
  • 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.


  • Bachelors degree in business related field, or equivalent work experience
  • 4+ years experience in related field

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

Accountabilities in this Role

  • Provides financial support and business partnership to the Customer Support Services (CSS) leadership team via analytical models, ad-hoc requests, and strategic projects.
  • Brainstorm, investigate, and execute opportunities to lower cost to serve and enhance customer experience.
  • Determine feasibility, and customer and financial impact of CSS savings initiatives and communicate impact to senior leadership.
  • Creates financial models and scenarios as a key input for business planning decisions in areas such headcount planning, partnering with offshore team, and IT investments.
  • Establish, build and maintain key relationships, including cross functional teams. Communicate financial topics to non-financial professionals.
  • Works with teammates as needed to assist with monthly reporting and analysis of results versus forecast and plan expenses related to Customer Support Services including executive messaging.
  • Understands and translates operational plans into meaningful financial forecasts and works with business partners to mitigate risks.
  • Works with teammates as needed during annual budget process, preparation for annual Functional Business Review, and Long Range Planning deliverables, especially relating to value-realization of long-term projects.