Advisor, Financial Planning and Analysis - Data and Analytics

Posted 15 Days Ago
Be an Early Applicant
Carlsbad, CA, USA
In-Office
91K-129K Annually
Mid level
Healthtech • Pharmaceutical
The Role
Support FP&A and operations by extracting, cleansing, consolidating, validating, and visualizing financial and operational data. Build KPIs, dashboards, and ad hoc analyses, collaborate with cross-functional teams, and improve data collection and reporting processes to enable data-driven decisions.
Summary Generated by Built In

What Financial Planning & Analysis contributes to Cardinal Health
Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.

Job Summary

Cardinal Health at Home Solutions is seeking a Finance Data Analyst to serve as a strategic partner to finance and operational leadership through high-quality data preparation, reporting, and analytics. 

This role focuses on extracting, cleansing, consolidating, and visualizing financial and operational data to ensure leaders have timely, accurate, and actionable insights.

The ideal candidate is highly detail-oriented, technically strong with data tools, and experienced in building scalable reporting, dashboards, and self-service tools that support decision-making across the organization.

Responsibilities

  • Data Collection: Extract, transform, and consolidate financial and operational data from multiple source systems (ERP, operational systems, external files, etc.) ensuring accuracy and consistency in analyses.
  • Data Validation: Ensure data accuracy, completeness, and consistency through validation, reconciliation, and ongoing quality checks. Identify data gaps, inconsistencies, and process breakdowns; partner with stakeholders to resolve root causes.
  • KPI Development: Develop, validate, and maintain key performance indicators (KPIs) to provide senior management with critical business insights, enabling data-driven decision-making and strategic planning.
  • Ad Hoc Analysis: Assist senior management with in-depth ad hoc analysis to support strategic decision-making and financial planning initiatives.
  • Collaboration: Work closely with cross-functional teams, including finance, operations, revenue cycle management and IT, to ensure data alignment and accuracy. Requires working with non-technical stakeholders.
  • Process Improvement: Identify opportunities to streamline data collection processes, enhance data quality, and improve reporting efficiency.
  • Research: Independently identify and extract specific data points from raw datasets, demonstrating a strong ability to navigate complex data sources. Proactively develop a deep understanding of enterprise data and business processes, utilizing analytical skills to uncover insights that support strategic planning.

Qualifications

  • Bachelor’s degree in Finance, Computer Science, Data Science, or a related field, preferred
  • 4+ years of experience in data analysis, financial analysis, or a related role, preferred
  • Advanced SQL skills for data extraction, manipulation, and analysis, preferred
  • Experience with data visualization and reporting tools (e.g. PowerBI, Tableau, etc)
  • Experience with other data analysis tools (e.g. Alteryx) and/or programming languages (e.g., Python, R), preferred
  • Proficiency in Microsoft Excel
  • Excellent analytical and problem-solving skills with a keen attention to detail
  • Strong communication skills, with the ability to present complex data in a clear and concise manner.

Location

This role is a hybrid role requiring candidates to be located within driving distance of offices in Carlsbad, CA or Dublin, OH.

Anticipated salary range: $90,600 - $129,400

Bonus eligible: No

Benefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being.

  • Medical, dental and vision coverage
  • Paid time off plan
  • Health savings account (HSA)
  • 401k savings plan
  • Access to wages before pay day with myFlexPay
  • Flexible spending accounts (FSAs)
  • Short- and long-term disability coverage
  • Work-Life resources
  • Paid parental leave
  • Healthy lifestyle programs

Application window anticipated to close: 8/19/2026 *if interested in opportunity, please submit application as soon as possible.

The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate’s geographical location, relevant education, experience and skills and an evaluation of internal pay equity.

Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply.

Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.

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Skills Required

  • Bachelor's degree in Finance, Computer Science, Data Science, or related field
  • 4+ years of experience in data analysis, financial analysis, or a related role
  • Advanced SQL skills for data extraction, manipulation, and analysis
  • Experience with data visualization and reporting tools (e.g., PowerBI, Tableau)
  • Experience with other data analysis tools (e.g., Alteryx) and/or programming languages (e.g., Python, R)
  • Proficiency in Microsoft Excel
  • Excellent analytical and problem-solving skills with attention to detail
  • Strong communication skills, ability to present complex data clearly and concisely
  • Hybrid work location within driving distance of Carlsbad, CA or Dublin, OH

Cardinal Health Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cardinal Health and has not been reviewed or approved by Cardinal Health.

  • Leave & Time Off Breadth Paid time off is frequently described as generous, including examples like multiple weeks of vacation, additional sick days, and in some roles even “unlimited” or untracked time off. Parental leave, paid holidays, and volunteer time further broaden the overall leave offering.
  • Healthcare Strength Medical, dental, and vision coverage is positioned as comprehensive, with added supports such as preventive care, telehealth/clinic access, mental health resources, and EAP counseling. Wellness programs and incentives (e.g., premium discounts tied to checkups or healthy lifestyle actions) add to the perceived breadth of healthcare-related support.
  • Retirement Support A 401(k) with company match, along with programs like stock purchase/equity participation and charitable matching, contribute to a stronger total rewards picture beyond base pay. Additional financial supports such as disability coverage and early wage access also enhance the overall package.

Cardinal Health Insights

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The Company
HQ: Dublin, OH
44,000 Employees
Year Founded: 1971

What We Do

Cardinal Health is a distributor of pharmaceuticals, a global manufacturer and distributor of medical and laboratory products, and a provider of performance and data solutions for healthcare facilities. With 50 years in business, operations in more than 35 countries and approximately 44,000 employees globally, Cardinal Health is essential to care. We are navigating the complexities of healthcare and providing scaled solutions to help our customers thrive in a changing world. We strive to be a trusted healthcare partner by driving growth in evolving areas of healthcare, while building upon our distribution, products, and solutions to meet customer needs.

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