FINANCIAL ANALYST III

Who We Are

At KLS Martin, we offer a unique opportunity to contribute to the success of a dynamic and thriving company whose products are used daily across the world to help surgical patients.

The KLS Martin Group is a worldwide leader in creating surgical solutions for the craniomaxillofacial and cardiothoracic fields. Surgical innovation is our passion, and we are constantly working with surgeons to improve surgical care for their patients. Our product portfolio includes titanium and resorbable implants for reconstruction, innovative distraction devices to stimulate bone lengthening, over 4,000 surgical instruments, and other surgical products designed specifically for CMF and cardiothoracic surgeons.

KLS Martin is an innovative leader in the treatment of CMF deformities and trauma cases. We use Individual Patient Solutions (IPS) by using our proprietary IPS products where CT scans are used to custom design implants that are created specifically for that individual patient. This technology allows our surgeons to provide the best-in-class treatment for their patients.

KLS Martin Guiding Principles

• Established, Privately Held Business Group - Responsive to customers, not shareholders. KLS Martin has manufactured medical products since 1896, and we have sold our products in the United States under the KLS name since 1993. We have always been, and always will be, privately owned.
• Patient Focus - We design products with the patient in mind - CMF, Thoracic & Hand
• Product to Table - Integrated planning, design, manufacturing and distribution process
• Educational Partner - Our primary focus for support is on education
• Inventory Alliance - Inventory management is critical to patient treatment/outcome
• Surgical Innovation is Our Passion - More than just a tagline

What We Offer

• We provide full-time employees with a competitive benefits package, including paid parental leave
• In-house training and professional development opportunities
• A culture of creativity and innovation by drawing on diverse perspectives and ideas to drive surgical innovation

Job Summary

The Financial Planning and Analyst (FP&A) will play a key role in providing financial insights, supporting strategic decision-making, and ensuring the financial health of the organization. The position involves working closely with finance leadership and various departments to develop accurate forecasts, analyze business trends, and provide actionable recommendations to optimize financial performance. The FP&A will be responsible for creating, analyzing, and presenting detailed financial models, tracking key performance indicators (KPIs), and developing dashboards to monitor business performance. The ideal candidate should have a strong analytical mindset, a deep understanding of financial principles, and the ability to communicate complex data in a clear and compelling manner. This role is ideal for a detail-oriented professional with a passion for data and a desire to support strategic decision-making through financial insights and analysis. The FP&A will have a direct impact on the company's financial planning and business success.

Essential Functions, Duties, and Responsibilities

Financial Forecasting & Budgeting:

• Develop and maintain detailed financial models and forecasts for revenue, expenses, balance sheet, and cash flows.
• Assist in the annual budgeting process, collaborating with department heads to ensure alignment with strategic goals.
• Work closely with cross-functional teams to support business planning, decision-making and fostering a deeper understanding of financial drivers and outcomes in their respective areas.
• Prepare monthly and quarterly financial outlooks, adjusting projections based on evolving business conditions.

Variance Analysis:

• Analyze actual financial results against prior periods, budgets and forecasts and identify key drivers of variance and opportunities for account optimization.
• Prepare variance analysis reports, highlighting trends, risks, and opportunities, and present findings to management.

Business Performance Monitoring:

• Track and analyze KPIs across the organization, providing insights into financial performance and operational efficiency.
• Develop and maintain financial dashboards to provide real-time visibility into key metrics.

Strategic Analysis & Support:

• Provide ad hoc financial analysis and support for special projects, strategic initiatives, and investment opportunities.
• Assist in evaluating business cases for new projects and provide recommendations to leadership based on ROI, profitability, and financial impact.

Reporting & Presentation:

• Create and distribute financial reports, including monthly management reports and executive presentations.
• Ensure the accuracy and consistency of financial data in all reporting deliverables.

Collaboration & Stakeholder Management:

• Work closely with cross-functional teams to support business planning and decision-making.
• Communicate financial insights effectively to non-financial stakeholders, fostering a deeper understanding of financial drivers and outcomes.

Educational and Experience Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 2-4 years of experience in financial planning and analysis, corporate finance, or similar roles.
• Advanced proficiency in Microsoft Excel and experience with financial modeling.
• Familiarity with ERP systems (e.g., SAP, Oracle) is a plus.

Knowledge, Skills, and Abilities

• Maintains high integrity and confidentiality of company and department information.
• Able to write and speak clearly and succinctly in a variety of communication settings and styles; can get messages across that have the desired effect.
• Excellent organizational skills and strong attention to detail.
• Adheres to an appropriate and effective set of core values and beliefs
• Uses resources effectively and efficiently
• Strong analytical and problem-solving skills
• Retrieval and Interpretation of Documents
• Ability to quickly learn and adapt to new technologies, tools, and techniques.
• Ability to work both independently and within a team environment
• Must be detail-oriented and have the ability to work independently with exceptional organizational, problem-solving, prioritizing, and decision-making skills.
• Ability to analyze complex issues and effectively recommend solutions.
• Strong attention to detail.

Skill Requirements

• Typing/computer keyboard
• Utilize computer software (specified above)
• Retrieve and compile information
• Maintain records/logs
• Verify data and information
• Organize and prioritize information/tasks
• Operate office equipment
• Advanced mathematical concepts (fractions, decimals, ratios, percentages, graphs)
• Verbal communication
• Written communication
• Public speaking/group presentations
• Research, analyze and interpret information
• Investigate, evaluate, recommend action
• Basic mathematical concepts (e.g. add, subtract)
• Abstract mathematical concepts (interpolation, inference, frequency, reliability, formulas, equations, statistics)

Physical Requirements

• Sitting for extended periods
• Extended periods viewing computer screen
• Reading
• Speaking
• Hear/Listen
• Maintain regular, punctual attendance
• Repetitive Motions
• Writing

Hazards

• Normal office environment

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

KLS Martin is a drug-free employer