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Advisor, Financial Planning and Analysis

Advisor, Financial Planning and Analysis

Cardinal HealthSan Diego, CA, US
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Financial Planning & Analysis Role

Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.

This is a high impact role supporting the FP&A Manager of the newly combined ADSG & Edgepark Direct-to-patient medical supplies businesses within Cardinal Health's at-Home Solutions business unit :

The ideal candidate should demonstrate proficiency in financial budgeting, forecasting, and variance analysis. This role provides an opportunity for a driven, results-focused professional to support the development of meaningful financial insights that will enable business growth and continuity.

ADSG & Edgepark's vision is to empower patients to have affordable medical products provided within the sanctity of their own home as they work through chronic medical conditions. This business is driven to support the greater goals of healthcare by improving quality of care and facilitating a world class supply chain to enable growth.

Responsibilities

  • Assist with the budgeting and forecast process including managing key dates and deliverables with operational leaders, maintaining and standardizing templates for the newly combined business
  • Analyze monthly financial performance against budgets and forecasts, identifying key variances and trends to inform operational and executive decisions
  • Collaborate with accounting and operational leaders to understand cost drivers, revenue cycles, and productivity metrics unique to the business
  • Assist in preparing financial reports to be presented to operational leadership, translating complex data into clear, actionable insights
  • Contribute to the on-going integration of ADSG and Edgepark businesses, including learning and standardizing reporting methods within different domains
  • Develop Financial and Operational KPIs used to enhance reporting and measure profitability of the business
  • Opportunity to improve self-service reporting tools to reduce ad hoc reporting requests from operational and executive leadership

Leadership & Communication

  • Timely & effective communication with other departments around practice performance, challenges, opportunities, and other relevant topics
  • Growth mindset and change / transformation capabilities
  • Mentor junior analysts, providing guidance on budgeting, forecasting, and business partnering
  • Problem-solving mindset with an orientation to work through challenging goals
  • Qualifications

  • BA or BS in Finance, Accounting, or related field is preferred, an Advanced Degree is a plus
  • Previous experience in financial reporting, budgeting, forecasting, and long-term strategic planning
  • Experience working in or supporting healthcare companies is a plus
  • Intermediate to advanced Microsoft Excel skills preferred
  • Experience in Tableau and Alteryx is a plus
  • Strong business acumen with the ability to translate financial data into meaningful insights to operational and executive leadership
  • Anticipated salary range : $90,600 - $129,400

    Bonus eligible : No

    Benefits : Cardinal Health offers a wide variety of benefits and programs to support health and well-being.

  • Medical, dental and vision coverage
  • Paid time off plan
  • Health savings account (HSA)
  • 401k savings plan
  • Access to wages before pay day with myFlexPay
  • Flexible spending accounts (FSAs)
  • Short- and long-term disability coverage
  • Work-Life resources
  • Paid parental leave
  • Healthy lifestyle programs
  • Application window anticipated to close : 11 / 08 / 2025

  • if interested in opportunity, please submit application as soon as possible.
  • The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.

    Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply. Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity / expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.

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    Financial Advisor • San Diego, CA, US

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