Financial Planning and Analysis Manager

CompanySurgalign

LocationBelgrade, Serbia | Montana, United States

TypeRemote, Onsite

Sub

Product manager jobs

Operations manager jobs

Classification:

Full Time, Exempt

Reports to:

Chief Financial Officer

Job Summary

This position is responsible for creation, review, presentation, and distribution of financial analyses and statements. It provides support for corporate development and M&A activities. It also aids all analytical functions within the organization. This position interacts with employees in the department and may interact with other departments and employees as required. This position reports to the Chief Financial Officer (CFO) and is responsible for communicating effectively with other individuals within the Finance, IT, and Operations Departments, and executive-level staff.

Supervisory Responsibilities

This position may manage others/a team, ensuring alignment with department goals, providing guidance and mentorship, and overseeing performance evaluations and development plans. The role involves coordinating daily workflows, delegating tasks, and monitoring performance to ensure efficiency and timely project completion

Actively engage in staff development through coaching, training and feedback to enhance skills and performance, while leading team meetings to ensure clear communication and drive project/production success, all while ensuring adherence to company policies, procedures, and quality standards

Duties and Responsibilities

Develop and maintain an understanding of relevant industry standards and regulations including but not limited to 21 CFR 820, 21 CFR 1271, AATB, MDSAP (per jurisdictional requirements), and ISO 13485, ensuring compliance with these requirements across the organization.
Actively contribute to the fulfillment of Xtant Medical’s mission, values and quality policy
Maintain a safe, clean work environment and ensure proper disposal of hazardous and non-hazardous waste according to OSHA guidelines and Xtant Medical standard operating procedures (SOP)
Develop and maintain an understanding of Xtant Medical products
Understand the interaction of departmental activities with the Quality System and their impact on the production of medical devices and human cells, tissues, and cellular and tissue-based products (HCT/Ps)
Adhere to Xtant Medical SOPs, Good Documentation Practices (GDP), and safety protocols
Manage the quarterly reforecast and annual AOP processes ensuring timely data collection and report distribution
Aid in capital budgeting and expenditure planning process
Report on forecast changes and historical results by providing variance and margin analyses as well as unit cost and driver changes
Oversee portfolio and channel margin analyses
Oversee and maintain department, SLT, and Board reporting suites – presenting out to respective groups as necessary
Manage and oversee all cash forecasts
Perform regular financial product reviews such as NPV, cost of over-supply/underage as requested by leadership
Assist with M&A activities including, but not limited to model construction, valuation calculations, due diligence, and integration
Provide sensitivity and ad-hoc analyses as requested by leadership
Aid accounting in completing all month-end and year-end inventory transactions in NetSuite
Review monthly financial statement to ensure accuracy across 3 statements, and department reporting
Assist with 10-K and 10-Q as required by CFO
Assist with quarterly and annual audit activities as required by CFO
Provide guidance on standard costs based on changes in procurement or manufacturing
Build and provide technical support for commercial BI reports as requested
Oversee the construction and updates of quarterly board decks
Provide margin analysis for product launches, OEM opportunities, and non-standard sales opportunities as requested
Oversee the creation of ad hoc margin reports as requested
Provide budget updates to the operations team on a quarterly basis
Work with operations analyst(s) to provide necessary information to satisfy all margin, cost, and yield requests
Provide guidance to purchasing on order quantities and inventory levels as necessary
Provide technical support for all purchasing models
Other duties as assigned

. Financial Responsibilities

Submit timely expense reports and abide by the Expense Reimbursement Policy

Training

Complete required training, including but not limited to initial orientation and environmental health and safety training prior to performing tasks
Participate in training programs, ensuring timely completion and accurate, up-to-date training records
Complete annual SOP review and safety training (i.e. OSHA, bloodborne pathogens) as applicable
May require OSHA (bloodborne pathogen) training, SDS, and other safety training as applicable

Document Control and Record Control

Complete all documentation accurately and legibly per GDP, retain records according to Xtant Medical’s procedures, and review others’ documentation as needed

Performance of Duties

Perform duties and responsibilities to the highest standards with efficiency, professionalism, and attention to detail; adapt to job changes and contribute to team success

Maintain confidentiality of donor and recipient information according to HIPAA

Required Skills/Abilities

Advanced computer skills required such as basic knowledge of MS Word, Excel, Power Point, Outlook, SSRS, BI, and other finance software as necessary

Proficient knowledge in Microsoft Office Suite, web-based teleconferencing and meeting platforms, office equipment and procedures

Ability to comprehend, interpret, and apply the appropriate sections of applicable laws, guidelines, regulations, and policies

Ability to deal effectively with a wide variety of personalities and situations requiring tact, judgement, and poise

Ability to adapt to quickly changing priorities and schedules

Must be able to communicate well and train others in complex and detailed financial concepts

Must possess mobility to work in a standard office setting and to use standard office equipment and to attend meetings at various sites within and away from the office

Education & Experience

Bachelor’s or Master’s degree in Finance, Accounting, Economics, Statistics, Business Administration, or equivalent from an accredited college or university is required

CPA, CFA, or CMA certification preferred

NetSuite experience preferred

5+ years of experience as an FP&A Senior Analyst or 3+ years as an FP&A Manager

Demonstrated leadership experience managing teams or projects

Proven ownership of financial reporting, processes, models, and key metrics in multifaceted businesses

Independent and critical judgement within established systems to make recommendations that improve processes

Knowledge of generally accepted accounting principles and procedures

Working Conditions

This position is based in an office environment

This position is based at 732 Cruiser Lane in Belgrade, MT, with potential remote work or flexible hours available based on department needs

Standard work hours are Monday – Friday; 8:00 am – 5:00 pm, with occasional evening or weekend work based on project/production needs

Adhere to all health and safety requirements specified when entering laboratory and device manufacturing areas and in the handling of company products

Physical Requirements

Ability to sit, stand, and work at a computer for prolonged periods

Ability to lift, carry, push or pull items of varying weight, typically up to 25 lbs.

Ability to move, bend, or twist the body in various ways

Ability to perform repetitive motions, such as reaching, grasping, bending, squatting, and stooping

Requires hand-eye coordination and manual dexterity for tasks such as typing, using hand tools or equipment, and assembling or handling small components with precision

Ability to see clearly, whether with or without corrective lenses

Ability to hear and understand safety signals, alarms, and customer requests in a noisy environment

Ability to safely operate a motor vehicle, including cars, trucks, or commercial vehicles, as required by the position. This includes the ability to drive for extended periods, in various weather conditions, and on different road types (urban, rural, highways, etc.)

Note:

This Job Description is not designed to include a detailed listing of the activities, duties or responsibilities that may be required of the employee. This job description does not constitute an employment contract, implied or otherwise, and is subject to change by the employer as the needs of the employer and requirements of the job change.Xtant Medical provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. 105000.00 To 125000.00 (USD) Annually