Senior Financial Planning Analyst

Acute Care TechnologyThe person in this position will support the Financial Planning & Analysis function for the ACT division.  This person will develop, create, and drive FP&A strategy for the organization. Defining FP&A methodologies and forecasting frameworks used across teams, acting as a SME that others depend on to solve ambiguous financial/data problems, and has an impact on functional direction or planning strategy. They have a proven ability to understand technical concepts and communicate with all areas of the business. They can manage multiple projects at once and reprioritize as business requirements change.
The position oversees the annual budget while contributing to broader FP&A efforts tied to business performance. Responsibilities include monthly financial reporting, forecasting, headcount tracking, budget development, and ensuring financial accuracy and compliance. This role partners closely with Business Unit and Sales Leadership, Finance, Accounting, and IT to gather business requirements, support data development, and provide clear, actionable reporting. Forecast and analyze orders, revenue, margin, as well as sales and marketing costs. This role defines and develops KPIs, dashboards, and performance insights for senior leadership, is an essential part of strategic planning, and contributes to special projects and ad-hoc analysis. Success in this role requires strong business and technical acumen, the ability to manage multiple priorities, and adaptability in a fast-changing environment.

At ZOLL, we're passionate about improving patient outcomes and helping save lives. We provide innovative technologies that make a meaningful difference in people's lives. Our medical devices, software and related services are used worldwide to diagnose and treat patients suffering from serious cardiopulmonary and respiratory conditions.
The Acute Care Technology division of ZOLL Medical Corporation develops and delivers innovative lifesaving products and software solutions to EMS, hospital, public safety, and military customers globally. Products include AEDs, trauma kits, ventilators, temperature management solutions, and more. Our dedicated employees take pride in their commitment to improving patient outcomes while delivering world-class customer service.
At ZOLL, you won't just have a job. You'll have a career—and a purpose.
Join our team. It's a great time to be a part of ZOLL!
Job Summary
This position supports the Financial Planning & Analysis function for the ACT division and develops, creates, and drives FP&A strategy for the organization. The Senior Financial Planning Analyst defines FP&A methodologies and forecasting frameworks used across teams, acting as a SME that others depend on to solve ambiguous financial/data problems, and has an impact on functional direction or planning strategy. They have a proven ability to understand technical concepts and communicate with all areas of the business. They can manage multiple projects at once and reprioritize as business requirements change.
The position oversees the annual budget while contributing to broader FP&A efforts tied to business performance. Responsibilities include monthly financial reporting, forecasting, headcount tracking, budget oversight, and ensuring financial accuracy and compliance. The Senior Financial Planning Analyst partners closely with Business Unit and Sales Leadership, Finance, Accounting, and IT to gather business requirements, support data development, and provide clear, actionable reporting. The role forecasts and analyzes orders, revenue, margin, as well as sales and marketing costs and is responsible for defining and developing KPIs, dashboards, and performance insights for senior leadership. This role is an essential part of strategic planning, and contributes to special projects and ad-hoc analysis. Success in this role requires strong business and technical acumen, the ability to manage multiple priorities, and adaptability in a fast-changing environment.
Essential Functions

• Lead the development and standardization of financial reporting frameworks, defining approaches adopted across the division.
• Prepare, analyze, and distribute revenue and margin reporting and analytics.
• Prepare and deliver executive-level financial insights and materials, framing complex data into clear, actionable recommendations.
• Act as a liaison across the finance team to define and evolve FP&A methodologies and forecasting frameworks while leading the financial planning deliverables such as forecasts, actuals reporting, variance analysis and long-range planning.
• Partner with Sales, Business Unit Leadership, and Finance to shape multi-year business planning, including defining financial narratives, assumptions, and key drivers of performance.
• Lead the preparation and completion of end-to-end financial planning cycles (monthly, quarterly, annual), determining approaches and adapting methodologies based on evolving business needs.
• Establish, prepare, and refine reporting frameworks for orders, shipments, and backlog analysis ensuring consistency and clarity across stakeholders.
• Influence decision-making through development of KPIs, dashboards, and performance insights, ensuring alignment to evolving business priorities and strategic objectives.
• Analyze sales productivity, margins and operating expense trends, as well as identify areas of opportunity to improve results.
• Act as a key liaison with IT and data/analytics teams to influence reporting capabilities and ensure FP&A requirements are translated into scalable solutions.
• Develop cross functional relationships and network outside of finance to help support the business in defining and achieving its strategic goals.
• Lead high-complexity ad hoc analyses and special projects, often requiring development of new frameworks or approaches to address evolving business questions.
• Continuously assess and enhance FP&A processes and tools, driving improvements that elevate how financial planning and analysis is performed across the function.

Required/Preferred Education and Experience

• Bachelor's Degree in Business Administration required
• 8+ years of related experience required
• Experience working in a multi-org, multi-site environment required
• Experience with Oracle 11i or greater preferred
• Experience with Tableau and/or Tableau Prep preferred

Knowledge, Skills and Abilities

• Proficiency in Excel
• Presentation experience preferred
• Excellent written and verbal communication
• Strong organizational skills
• Strong analytical skills and attention to detail
• Proven ability to visualize, document, and improve processes
• Knowledge of database and data warehouse architecture preferred

Travel Requirements

• Occasional travel required

Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• Standing - Occasionally
• Walking - Occasionally
• Sitting - Frequently
• Talking - Occasionally
• Hearing - Occasionally
• Repetitive Motions - Frequently

ZOLL is a fast-growing company that operates in more than 140 countries around the world. Our employees are inspired by a commitment to make a difference in patients' lives, and our culture values innovation, self-motivation and an entrepreneurial spirit. Join us in our efforts to improve outcomes for underserved patients suffering from critical cardiopulmonary conditions and help save more lives.

All qualified candidates are urged to apply, however a strong internal candidate has been identified.”  

The annual salary for this position is:

$112,800.00 to $169,200.00

This position is eligible for an annual bonus in accordance with the company's bonus plan. Factors which may affect starting salary include geography, skills, education, experience, and other qualifications of the successful candidate. Details of ZOLL's comprehensive benefits plans can be found at www.zollbenefits.com.

Applications will be accepted on an ongoing basis until this position is filled. For fully remote positions, compensation will comply with all applicable federal, state, and local wage laws, including minimum wage requirements, based on the employee’s primary work location.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability, or status as a protected veteran.

ADA: The employer will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990.