Senior Financial Analyst

About the role

This Sr. Financial Rebate Analyst role supports Accrual Management, Balance Sheet Reconciliation, and Reporting / Analysis activities for the Cardiovascular, Medical Surgical, and Neuroscience Portfolios. The primary responsibility involves ensuring source data accuracy and sharing insightful analysis with business partners and customers. Secondary responsibilities include contributing to and representing the department through specific projects.

Responsibilities

• Ensure source data accuracy across Cardiovascular, Medical Surgical, and Neuroscience Portfolios through weekly accrual audits and alignment between rebate systems (Vistex, ECRS, CMS) and downstream reporting in GSR & other reporting universes
• Support Portfolio Accrual leads in project work & training related to rebate systems and agreement intake best practices
• Create and distribute recurring operational reports including credit, issue logs, membership management, annual true-ups, etc.
• Research and respond to accrual & reporting inquiries utilizing all available reporting and analysis tools
• Prepare actionable balance sheet reconciliations that clearly identify outstanding customer liabilities by contract and settlement period, including remediation of aged items, and collaborating with auditors to explain rebate-related financials
• Serve as backup for teammates on tasks related to accruals, membership, Rebate System enhancements, rebate exception process, etc.
• Utilize analysis and reporting tools including Excel, Power Query, Power Automate, Business Objects, Access, Visual Basic, etc. to support projects and initiatives
• Analyze and understand data and share summarized findings & related insights
• Support efforts to ensure Bulk Quarter End Deals (QEDs) are loaded timely with accurate accruals
• Contribute to special projects and support as needed

Requirements

• Bachelor’s degree plus 4 + years of work experience in finance, accounting and/or pricing
• Experience working with data & analysis tools such as Excel and Business Objects
• Advanced degree
• Strong logic and analysis skills
• Ability to interpret contracting language
• Extensive knowledge of SAP, BOXI, Word, Excel, PowerPoint, Access and a willingness to continue learning
• Experience with legal terms and conditions
• Experience in dealing with professionals in various disciplines
• Proven change management skills
• Strong oral and written communication abilities with experience interacting with customers and internal business partners
• Team player that is a self-initiator, highly motivated, and works well with others
• Reliable work ethic and ability to be flexible during peak times

Qualifications

Minimum Requirements: Bachelor’s degree plus 4 + years of work experience in finance, accounting and/or pricing. Experience working with data & analysis tools such as Excel and Business Objects. Advanced degree preferred. Strong logic and analysis skills. Ability to interpret contracting language. Extensive knowledge of SAP, BOXI, Word, Excel, PowerPoint, Access and a willingness to continue learning. Experience with legal terms and conditions. Experience in dealing with professionals in various disciplines. Proven change management skills. Strong oral and written communication abilities with experience interacting with customers and internal business partners. Team player that is a self-initiator, highly motivated, and works well with others. Reliable work ethic and ability to be flexible during peak times.

Skills

Nice to Have: 4+ years of Medtronic experience in a financial, sales support or analytic role. Advanced degree preferred. Strong logic and analysis skills. Ability to interpret contracting language. Extensive knowledge of SAP, BOXI, Word, Excel, PowerPoint, Access and a willingness to continue learning. Experience with legal terms and conditions. Experience in dealing with professionals in various disciplines. Proven change management skills. Strong oral and written communication abilities with experience interacting with customers and internal business partners. Team player that is a self-initiator, highly motivated, and works well with others. Reliable work ethic and ability to be flexible during peak times.

Benefits

Regular employees are eligible for a wide range of benefits, resources, and competitive compensation plans designed to support you at every career and life stage. These benefits and additional compensation include:

• Health, Dental and vision insurance
• Health Savings Account
• Healthcare Flexible Spending Account
• Life insurance
• Long-term disability leave
• Dependent daycare spending account
• Tuition assistance/reimbursement
• Employee Stock Purchase Plan
• Employee Assistance Program
• Non-qualified Retirement Plan Supplement
• Capital Accumulation Plan