Financial Planning Analyst - Supply Chain

The Kestra team has over 400 years of experience in the external and internal cardiac medical device markets. The company was founded in 2014 by industry leaders inspired by the opportunity to unite modern wearable technologies with proven device therapies. Kestra's solutions combine high quality and technical performance with a wearable design that provides the greatest regard for patient comfort and dignity. Innovating versatile new ways to deliver care, Kestra is helping patients and their care teams harmoniously monitor, manage, and protect life.

The Financial Planning Analyst plays a critical role in supporting Kestra's Supply Chain team, while also providing financial insights and strategic support across other functions within the organization. This role partners closely with Supply Chain stakeholders and the Finance team to address complex challenges, particularly those related to cost of goods sold forecasting and analysis. Leveraging a deep understanding of Kestra's business model and supply chain dynamics, the analyst drives initiatives that enhance financial planning, budgeting, and forecasting capabilities company-wide.

The ideal candidate will be adept at interpreting financial results, communicating business narratives effectively, and implementing scalable reporting mechanisms to improve data-driven decision-making across departments.

ESSENTIAL DUTIES

• Primary Support for Supply Chain: Lead financial analysis and forecasting efforts focused on cost of goods sold and supply chain performance, identifying trends and opportunities for improvement.
• Cost Variance Analysis: Conduct in-depth analysis of cost variances, investigate discrepancies to understand their root causes and propose corrective actions.
• Cross-Functional Financial Support: Develop and refine performance metrics for various business units, ensuring alignment with strategic goals.
• Review, analyze, and improve KPIs: Review, analyze, and refine Key Performance Indicators (KPIs). Develop and implement methods to effectively measure the performance of various business units or initiatives, aligning them with strategic goals.
• Financial Model & Reporting Automation: Build and automate financial models and reporting tools to support both Supply Chain and broader organizational needs.
• Enhance standard reporting: Improve reconciliations and variance analyses for more accurate and actionable reporting.
• Forecasting Process Improvement: Drive initiatives to improve forecasting accuracy and efficiency across the company.
• Risk & Opportunity Management: Systematically gather and consolidate monthly financial risks and opportunities, providing a comprehensive overview for management review and strategic planning.
• Cross-functional Coordination & Alignment: Foster increased coordination and alignment across various functions. Implement best practices and consistent processes to ensure effective financial support throughout the organization
• Strategic Financial Support & Guidance: Deliver ad-hoc analyses and financial insights to support key business decisions across multiple functions.

COMPETENCIES

• Passion: Contagious excitement about the company - sense of urgency. Commitment to continuous improvement.
• Integrity: Commitment, accountability, and dedication to the highest ethical standards.
• Collaboration/Teamwork: Inclusion of Team Member regardless of geography, position, and product or service.
• Action/Results: High energy, decisive planning, timely execution.
• Innovation: Generation of new ideas from original thinking.
• Customer Focus: Exceed customer expectations, quality of products, services, and experience always present of mind.
• Emotional Intelligence: Recognizes, understands, manages one's own emotions and is able to influence others. A critical skill for pressure situations.
• Self-starter: Proactively seeks out opportunities for improvement and works independently with minimal supervision.
• Demonstrates expertise in industry best practices: Applies knowledge of industry best practices to enhance processes and deliver value.
• Cross-Functional Collaboration: Works effectively within teams and across departments to support organizational success.
• Critical Thinking & Decision-Making: Analyzes relevant data, applies sound judgment, and resolves issues with integrity and compliance in mind.
• Adaptability: Thrives in a fast-paced, goal-oriented environment by remaining flexible and focused amid shifting priorities.
• Time Management: Understands the importance of deadlines and consistently delivers results within established timeframes.