Analyst, Portfolio Forecasting

Job SummaryThe Analyst supports the BU Pharma Portfolio and Strategic Marketing (P&SM) team by providing financial analysis, modeling, and insights to evaluate pipeline opportunities and inform portfolio strategy. This role contributes to key processes including NPV modeling, forecasting, and strategic planning, while partnering cross-functionally to support data-driven decision-making, performance tracking, and portfolio development.
This is a hybrid position, and the selected candidate will be required to work onsite in the Lake Zurich, Illinois office 3 days a week.
Salary Range: $65,000 - $85,000 per year
Final pay determinations will depend on various factors, including, but not limited to experience level, education, knowledge, skills, and abilities. Our benefits and programs are comprehensive and thoughtfully crafted to ensure our colleagues live healthy lives and have support when it matters most.

Responsibilities

• Support BU Pharma Portfolio and Strategic Marketing (P&SM) with financial and business analysis related to new product strategies and pipeline portfolio management. Assist in the preparation of Target Product Profiles (TPP), New Product Approvals (NPA), Net Present Value (NPV) models, Market Opportunity Forecasts (MOF), and supporting documentation for project evaluations.
• Perform financial modeling, forecasting, and scenario analysis to support evaluation of portfolio opportunities, including revenue projections, cost assumptions, and risk assessments.
• Provide timely financial analysis and insights for portfolio target molecules and business opportunities using systems such as SAP, FKGAN, TM1, SPOT, Cortellis, Clarivate, AlphaSense, IQVIA, and other data sources.
• Support the development, tracking, and reporting of key performance indicators (KPIs) for BU P&SM, ensuring accuracy, consistency, and alignment with business objectives.
• Assist in the preparation of inputs, analysis, and presentations for the annual Strategic Plan and Mid-Term Strategy (MTS), including variance analysis, trend identification, and highlighting risks and opportunities.
• Maintain and manage portfolio-related databases and reporting tools, including NPA calendars, launch plans, financial models, and portfolio reporting packages.
• Support project feasibility assessments by analyzing financial and market data, identifying key assumptions, and contributing to recommendations for business decisions.
• Develop a working understanding of pipeline products, including market dynamics, pricing considerations, competitive landscape, manufacturing factors, and potential barriers to entry.
• Assist with implementation, maintenance, and adoption of financial and portfolio management systems and tools (e.g., SPOT, Cortellis, IQVIA), ensuring data integrity and usability.
• Conduct competitive and market analysis for generic drugs and other portfolio segments, synthesizing findings into actionable insights.
• Partner with cross-functional stakeholders to gather data, validate assumptions, and ensure alignment in financial planning and reporting.
• Support ad hoc financial analysis, reporting requests, and special projects as needed.
• Completes all required training, including department-specific and compliance training.
• Performs other reasonable work activities as assigned by management.
• All employees are responsible for ensuring the compliance to company documents, programs and activities related to the Health, Safety, Environment, Energy, and Quality Management Systems, as per your roles and responsibilities.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field required
• Minimum of 3+ years of relevant financial analysis, business analysis, or related experience
• Experience in pharmaceutical, healthcare, or related regulated industry preferred
• Strong financial modeling, forecasting, and analytical skills with the ability to interpret complex data and translate it into actionable insights
• Proficiency in financial systems and data tools (e.g., SAP, TM1, Excel); experience with portfolio or market intelligence tools (e.g., SPOT, Cortellis, IMS) preferred
• Advanced Microsoft Excel skills required (e.g., pivot tables, financial models, data analysis); experience with data visualization tools (e.g., Power BI, Qlik) is a plus
• Solid understanding of financial principles including NPV analysis, budgeting, forecasting, and variance analysis
• Strong attention to detail with a high level of accuracy and data integrity
• Effective problem-solving skills with the ability to analyze issues and recommend solutions
• Strong organizational and time management skills with the ability to manage multiple priorities and meet deadlines
• Effective communication skills, with the ability to clearly present financial information to both financial and non-financial stakeholders
• Ability to work collaboratively in a cross-functional, team-oriented environment
• Demonstrated ability to learn new systems and tools quickly and adapt to changing business needs
• Basic understanding of pharmaceutical product lifecycle, market dynamics, and competitive landscape preferred
• Ability to handle confidential and sensitive information with professionalism and discretion
• Ability to maintain complete confidentiality and discretion in business relationships and exercise sound business judgment
• Ability to work flexible hours and weekends to meet business/customer needs

Additional Information

We offer an excellent salary and benefits package including medical, dental and vision coverage, as well as life insurance, disability, 401K with company contribution, and wellness program.

Please note that joining our team does not create a guaranteed or permanent employment arrangement. All employment is at‑will, meaning both the employee and Fresenius Kabi have the right to end the employment relationship at any time, in accordance with applicable federal and state laws.

Fresenius Kabi is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, citizenship, immigration status, disabilities, or protected veteran status.