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 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.


This team provides financial support to the Strategic Sourcing team within Pharmaceutical segment of Cardinal Health.  The key responsibilities for the team are listed below:

  • Accounting
    • Process fee for service monthly accruals for DSA/DSP agreements.
    • Process fee for service monthly and/or quarterly invoices for DSA/DSP agreements.
    • Calculate and process price increase impacts that require refunding back to suppliers.
    • Allocate supplier payments for A/R cash application.
    • Initiate A/R write offs in conjunction with DSA Managers.
    • Initiate A/P deductions for past due receivables in conjunction with DSA Managers.
  • Billing
    • Timely and accurate completion of monthly and/or quarterly invoicing with supporting documentation.
    • Establishes / coordinates account set up and changes.
  • Compliance
    • Ensures that all internal controls are met.
    • Detailed knowledge of DSA/DSP agreements and all of their components.
    • Ensure that all fees for services revenue generating parameters are accounted for in monthly accruals, quarterly “true-ups” and quarterly invoices.
    • Ensure specific supplier reserves are accounted for accurately and timely.
    • Create & maintain policies and procedures.
    • SOX testing.
    • Provide recommendations for process improvements and potential control lapses.
  • Customer Service
    • Strategic Purchasing DSA Managers
    • Brand Pharmaceutical suppliers
    • Internal and External Audit Teams
    • Contact for all Audit groups
  • Reconciliation
    • Ensure that all fees for services revenue generating parameters are accounted for in monthly accruals, quarterly “true-ups” and quarterly invoices.
    • Review A/R balances to ensure accruals, adjustments & payments allocations are processed accurately.
    • Assist in the reconciliation of supplier outstanding A/R.
  • Reporting
    • Annual supplier “true up” calculations.
    • Price Increase Credits, Credit / Inventory Appreciation calculations.
    • Vendor profitability analyses.
  • Systems
    • SAP/Vistex
    • Business Objects
    • Microsoft Suite of tools


  • BA in accounting or finance or a related field; CPA or MBA preferred
  • 3-5 years of progressive related experience in a corporate finance capacity
  • Strong verbal and written communication skills are absolutely crucial.
  • Comfortable working simultaneously on a broad range of projects and responsibilities.
  • Able to multi-task and meet hard deadlines with high visibility to senior management.
  • Proficient in the use of Microsoft Excel and Access.

SAP knowledge preferred


  • 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