Finance Specialist -Medical

Direct message the job poster from Navis Food Partners Navis Food Partners, a leading food service company with annual revenues of $600 million, is currently seeking a highly qualified Senior Financial Analyst for a cross-functional role in the New England area. The Senior Financial Analyst will be responsible for supporting the financial health and strategic planning efforts of the organization through budgeting, forecasting, financial analysis, and performance reporting. This role requires strong analytical skills, attention to detail, and the ability to translate financial data into actionable business insights. You will work closely with cross-functional teams, including Sales, Operations, and Supply Chain, to align financial plans with organizational objectives and help drive data-informed decision-making. Develop, maintain, and enhance financial models to support annual budgets, rolling forecasts, and multi-year planning efforts. Analyze monthly and quarterly financial results, comparing actuals to budget and forecast, and identifying key variances and underlying business drivers. Perform sales and category mix analyses, recurring and ad hoc, to identify changes in profit trends and understand underlying causes. Support scenario planning and sensitivity analysis for operational and strategic decisions. Business Partnership & Decision Support Partner with department leads to develop and manage operating budgets, monitor financial performance, and prepare variance explanations. Provide financial modeling and scenario analysis. Help to prioritize analytic requests that tie into the overall strategic direction of the organization. Reporting & Data Insights Produce and distribute regular financial and operational reports, dashboards, and ad hoc analyses for senior leadership. Ensure data integrity and consistency across reporting systems and collaborate with IT and Finance Systems teams on system enhancements or issue resolution. Develop and maintain dashboards, reports, and financial models to track key performance indicators (KPIs). Ensure data integrity and accuracy in financial reporting and analysis. Process Improvement & Strategy Identify opportunities for process improvement within FP&A and implement tools or enhancements to improve reporting accuracy and efficiency. Coach teams internally to drive understanding of and demand for analytics that drive business performance. Participate in special projects, including strategic planning, M&A due diligence, and system implementations, as needed. Bachelor’s degree in a quantitative field (e.g., Finance, Analytics, Economics, Math, or similar). An MBA is a plus but not required. 3-5 years of experience in financial analysis or corporate finance role or a comparable field within food distribution, CPG, or wholesale businesses. Experience working cross-functionally with executive levels in sales, procurement, and operations teams. ~ Proficiency in Microsoft Excel, Power BI and data visualizations, ERP systems, and general data modeling techniques. Familiarity with DAX, SQL is a plus. ~ Comfortable as an individual contributor supporting many internal customers. Financial & Analytical Acumen : Strong analytical skills with expertise in financial modeling and conducting multi-scenario forecasting. Strong understanding of financial statements, key business metrics, and how financial outcomes are driven by operational performance and market dynamics. Ability to analyze large datasets from multiple sources and draw actionable insights from complex financial and operational data. Ability to blend financial and non-financial data into strategic insights and business recommendations. Ensures accuracy in data analysis, models, and reporting. Identifies discrepancies and proactively addresses data integrity issues. Business & Commercial Insight : Understands how food distribution businesses operate, including supply chain, procurement, and sales. Applies market and industry knowledge to financial modeling and forecasting. Capable of clearly articulating financial information to both finance and non-finance audiences. Works effectively in a cross-functional environment, building partnerships to gather inputs, validate assumptions, and drive alignment. Able to interpret trends and data anomalies, identify root causes, synthesize findings, and recommend actionable solutions. Proactively recommends practical, data-driven solutions. Advanced proficiency in Excel and business intelligence tools and data visualizations, and ERP systems used in distribution/logistics, and general data modeling techniques. Proactively identifies inefficiencies in reporting and planning processes and drives improvements. Stays informed on industry trends and best practices in corporate finance and analytics. Organizational & Time Management Skills : Effectively manages multiple projects, deadlines, and data sources without losing accuracy or focus. Prioritizes tasks based on urgency and business impact, ensuring timely delivery of reports and analysis. Maintains well-organized records and documentation to support audits, reviews, and cross-team collaboration. If you are passionate about driving financial success and have the expertise we are looking for, we encourage you to apply and be a part of our dynamic team! Employment type Full-time Job function Analyst and Strategy/Planning Industries Wholesale Food and Beverage Referrals increase your chances of interviewing at Navis Food Partners by 2x We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #