FP&A Analyst bei Halma

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.

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