Director of Financial Planning & Analysis managing financial planning and strategy for a B2B SaaS company. Leading FP&A efforts to refine forecasting, budgeting, and strategic initiatives.
About the role
- Join KARL STORZ as a Financial Analyst II, analyzing financial performance. Contribute to strategic planning for multiple entities with a focus on financial forecasting and reporting.
Responsibilities
- Analyze financial variances and escalate material findings to leadership
- Propose and communicate forecast amendments aligned with strategic priorities
- Coordinate planning and forecasting deliverables across FP&A partners
- Collaborate with global FP&A and accounting teams to ensure accurate inputs
- Prepare balance sheet forecasts, performance scorecards, and business cases
- Support standardization, automation, and adoption of FP&A tools and systems
- Deliver high-quality ad hoc analysis and insights for senior leadership
- Lead capital expenditure planning and headcount forecasting
Requirements
- 3+ years in financial planning, reporting, and analysis (corporate/centralized preferred)
- BS in Finance, Accounting, Business, or equivalent
- Strong understanding of P&L and balance sheet drivers
- Proficiency in SAP, Tableau, and advanced analytics tools
- Solid foundation in statistical techniques and predictive modeling
- Clear communicator of complex financial concepts
- Strong business acumen and stakeholder management
- Ability to work independently and deliver high-quality outputs under tight deadlines
- Preferred: 2+ years in technical accounting (e.g., audit or accounting roles)
- MBA, CPA, CFA or equivalent
- Industry experience in MedTech or Industrial Goods
Benefits
- Medical / Dental / Vision including a state-of-the-art wellness program and pet insurance, too!
- 3 weeks vacation, 11 holidays plus paid sick time
- Up to 8 weeks of 100% paid company parental leave; includes maternal/ paternal leave, adoption, and fostering of a child.
- 401(k) retirement savings plan providing a match of 60% of the employee’s first 6% contribution (up to IRS limits)
- Section 125 Flexible Spending Accounts
- Life, STD, LTD & LTC Insurance
- We prepay your tuition up to $5,250 per year! - Tuition pre-imbursement
- Fitness reimbursement of up to $200 annually
- And much more!
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