FP&A Analyst

Reposted 10 Days Ago
Morrisville, NC, USA
In-Office
Junior
Healthtech • Information Technology • Software
The Role
The FP&A Analyst supports financial planning and analysis, budgeting, forecasting, reporting, and cross-functional collaboration to enhance business decision-making.
Summary Generated by Built In

Belong to a team where taking initiative, being adaptive, and inquisitive are valued. 

Job Summary:

The FP&A Analyst will support the company’s financial planning and analysis activities, providing key insights that drive data-informed decisions across the organization. This role will assist in budgeting, forecasting, analysis, and reporting, to support business growth and operational efficiency. The ideal candidate is highly analytical, detail-oriented, willing to learn and grow, and comfortable collaborating with cross-functional teams.

Primary Responsibilities:

Financial Planning & Analysis

  • Support the annual budget process and monthly forecast cycles for U.S. and international entities.
  • Prepare and maintain budget templates, forecast models, and variance analyses.
  • Assist with monthly “budget control” reports by analyzing actual vs. budget performance.
  • Conduct financial modeling to support strategic initiatives, projects, and investment decisions (e.g., new product launches, capital expenditures, pricing changes).
  • Partner with operations to track inventory variances, product margins, and material cost trends.
  • Help modeling the Duty Drawback process and, in coordination with an external party, pull the monthly data.
  • Perform ad hoc analysis and scenario modeling as requested by management.

Business Partnering

  • Collaborate with internal teams—including R&D, Product Management, Sales, and Marketing—to support financial decision-making and project tracking.
  • Assist with the development of pricing and margin analysis to inform commercial decisions.
  • Support the FP&A Manager in preparing ROI/NPV models for development projects and key initiatives.
  • Maintain and update headcount reporting, labor cost analysis, and departmental expense tracking.

Reporting

  • Assist in preparing monthly financial reports, dashboards, and presentations for management review.
  • Contribute to continuous improvement of financial reporting processes, transitioning manual tasks to system-based solutions where possible.
  • Support the preparation of monthly management and executive summaries (e.g., financial overview, forecast updates).
  • Help build and maintain consolidated reporting and product profitability statements.

Documentation & Filing

  • Prepare and submit required import/export filings, drawback claims and post-entry adjustments (e.g., Reconciliation, PSCs, Protest).
  • Ensure timely filing of reconciliation entries and responses to customs inquiries.
  • Support Duty Drawback Program and recovery efforts.

Minimum Qualifications:

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field.
  • 1–3 years of experience in FP&A, financial analysis, or a related finance role.
  • Strong proficiency in Microsoft Excel (pivot tables, lookups, modeling, etc.).
  • Strong analytical and problem-solving skills with high attention to detail.
  • Excellent communication and interpersonal skills; ability to collaborate across departments.
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Preferred Qualifications:

  • Experience with ERP systems is a plus.
  • Experience in a manufacturing or medical device environment.
  • Exposure to Power BI or other data visualization tools.
  • Familiarity with inventory accounting and cost analysis.
  • Interest in process improvement and systems optimization.

Company: SunTech Medical; #LI-AA1

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Top Skills

Erp Systems
Excel
Power BI
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The Company
HQ: Amersham
3,852 Employees

What We Do

Our purpose is to grow a safer, cleaner, healthier future for everyone, every day. Halma is a global Group of life-saving technology companies. Our companies provide innovative solutions to many of the key problems facing the world today. Our Sectors: Safety technologies that save lives, protect infrastructure and enable safe movement, and also technologies that protect people and assets at work across a range of critical industrial and logistics operations. Environmental & Analysis provides technologies that monitor and protect the environment and ensure the quality and availability of life-critical resources. Medical’s technologies enhance the quality of life for patients and improve the quality of care delivered by healthcare providers.

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