Safeguard Medical · 4 hours ago
Copy of Financial Planning & Analysis Manager
Huntersville,NC,US
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expSafeguard Medical is a company focused on providing essential products and tools for first responders. They are seeking a Financial Planning and Analysis Manager to support business decision-making through financial analysis and reporting, collaborating with global leadership to drive growth and profitability.
Health CareMedicalTraining
Responsibilities
Analyze monthly financial results at the functional level, meeting with global leadership team in providing data-based decision-making support, ensuring spend is in line with plans and forecasts
Proactively review and analyze gross margin results, by geography, product group, and commercial channel
Collaborate with the FP&A team to prepare monthly/quarterly ELT and Board decks
Partner with sales leaders and sales reporting analysts to compile, analyze, and accurately forecast sales performance
Manages the bi-weekly sales forecast process, leading the meeting/discussion to ensure action-based outcomes
Partner with operations and commercial leaders to identify potential cost savings and/or revenue driving opportunities
Deploy sales and operations efficiency metrics/KPl's to help improve EBITDA
Drive maturation of month end/quarter end reviews/discussions
Key contributor in the development of the global annual operating plan, making efficient use of leaders’ time by driving the discussion towards decision making, armed with accurate data
Effectively presents and communicates complex financial topics to the executive team and business partners in a way that is easily understood
Provide support on key decisions on headcount investments and resource deployment
Assist in the development of BI reporting tools, data warehouse or other tools to improve overall execution of Safeguard strategies, decision making, and KPI improvement
Perform ad-hoc tasks as assigned and assist on key projects
Ensure balanced but challenging goals are built into financial plans and forecasts
Champion process improvement initiatives across the global business
Qualification
Required
Bachelor's degree in accounting or finance
Ability to work closely with commercial, operations, and administrative functions and demonstrate results delivery through those relationships
Must have fundamental understanding of GAAP reporting standards
Thrives in a transformational environment; emerging business building best-in-class processes (rather than a caretaker for mature, fully developed systems)
Comfortable with change, managing competing priorities, deadline driven
Ability to interact, challenge, and communicate effectively with team members at all levels within the organization
Leadership, project management, analytical, and excellent communication skills (oral and written) are required
Ability to work independently or in a team environment with strong troubleshooting and problem-solving skills
Occasional travel both domestic and international may be required (<20%)
8-10+ years finance, accounting, or relevant technical/analytical experience required
Strong knowledge of global manufacturing, supply chain, procurement, commercial, general/administration, sales
Excellent analytical skills
Experience in building a plan to the plan, overseeing the annual planning process for a global organization, in terms of timeline, review cadence, reporting to meet needs of company stakeholders
Strong leadership, mentoring, and project management skills
Ability to apply intuition, experience, and judgment to available data to make sound business decisions
Ability to drive process improvements in a global environment
Strong written and oral communication skills
Strong business partnering and interpersonal skills
Organized, flexible, and easily adaptable to changing conditions
Ability to work well in high pressure situations in order to meet deadlines
High degree of proficiency with Excel and PowerPoint
Ability to multi-task and manage numerous simultaneous priorities
High energy, high ownership of work product, and dedication and commitment to driving results
English language fluency required
Preferred
MBA/CPA preferred
Previous experience in a manufacturing and distribution organization highly desirable
Company
Safeguard Medical
Safeguard Medical is a supplier of emergency medical technologies and specialized training tailored for the first responder market.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
A
Adam R. Johnson
Chief Executive Officer
Recent News
Google Patent
2025-05-06
Google Patent
2025-02-16
2025-02-16
Company data provided by crunchbase