Advisor, Financial Planning and 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 product NPV analysis and makes investment recommendations decisions.
  • 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.

Qualifications

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

Accountabilities in this role

  • Drive the R&D, Clinical Trials, Medical Affairs, Clinical Education and CME grant functional budgeting process
  • Analyze actual spend and forecast changes versus budget throughout the year
  • Analyze and submit accrual entries required at month and quarter end to ensure appropriate expense is incurred for R&D projects and Clinical Trials expense
  • Support Project level expense tracking and forecasting for projects within the R&D portfolio
  • Model NPV analysis for new product development projects and new business development distribution deals
  • Heavy business partnering required with functional leads from each area
  • Support ad hoc analysis and dig into variance drivers to support management discussion and decisions
  • Complete CARs (Capital Approval Requests) and forecast and track spend against approved CARs and Budget required Capital for future years
  • Perform NPV analysis for internal New Product Development projects through coordination with marketing, manufacturing and operational finance contacts.
  • Model value associated with external Business Development Product Distribution partnerships.
  • Support Capital Appropriation Requests for Capital investments.

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