Sr. Financial Analyst, HSG

JOB OVERVIEW

JOB OVERVIEW: This position will provide financial support within the Healthcare Specialties Group (HSG), with a primary focus on Henry Schein Products. The Senior Analyst is responsible for analyzing and reviewing financial data to deliver accurate, timely, and actionable insights that support strategic and operational decision-making. Key responsibilities include ownership of the Henry Schein Products out-the-door (OTD) financial reporting process, including consolidation and publication of daily and monthly results, forecast projections, and annual budgets.

The role also analyzes key variances, identifies financial trends, and provides insights to drive operational performance.

• Perform Henry Schein Products OTD daily and monthly financial reporting across all sales channels and Product Business Units (PBUs). Track performance versus budget and forecast, identify key drivers and variances, and recommend corrective actions.
• Perform monthly reconciliations of OTD sales and gross profit data across financial systems and business dashboards to ensure data accuracy, consistency, and alignment.
• Participate in the annual budget process for Henry Schein Products, including building and maintaining standardized Excel-based submission templates, partnering with local business teams to develop detailed financial projections, and reviewing year-over-year variances for reasonableness and alignment with business assumptions.
• Assist with the development of an improved forecast process for Henry Schein Products OTD sales and gross profit.
• Lead and support the transition of OTD monthly reporting from Excel-based models to MS Power BI and other technology-enabled solutions, ensuring data integrity and improved visualization and accessibility.
• Assist with Oracle PBCS integration initiatives across HSG, including data validation, reporting alignment, and process standardization.
• Prepare and support monthly and quarterly financial presentations for management, translating complex financial data into clear, concise insights.
• Support ad-hoc financial analyses and special projects as needed.
• Continuously evaluate and improve reporting, forecasting, and analytical processes; recommend and implement automation and efficiency enhancements where possible.
• Develop and maintain strong working relationships across the HSG portfolio and cross-functional teams.

• Meet company standards related to the quality, accuracy, and timeliness of work on an ongoing basis.
• Perform all duties in compliance with Company policies, procedures, and Worldwide Business Standards.
• Adhere to standards of professional workplace behavior in completing job duties and assignments.

• Solid understanding of budgeting, forecasting, financial reporting, financial policies and procedures, systems implementation, and process improvement.
• Ability to clearly communicate financial concepts and insights to both finance and non-finance stakeholders.
• Advanced proficiency in MS Excel, including development of complex financial models, multi-dimensional data analysis, pivot tables, advanced formulas, scenario analysis, and automation to support reporting and forecasting.
• Experience with MS Power BI, including data modeling, dashboard development and maintenance, advanced visualizations, and leading the transition from Excel-based reporting to automated, scalable BI solutions
• Working knowledge of Oracle PBCS, HFM, Smart View, and related financial systems is highly beneficial.

• Strong understanding of industry practices
• High proficiency with tools, systems, and procedures
• Good decision making, analysis and problem-solving skills with ability to multi-task
• Strong verbal and written communication skills
• Good presentation and public speaking skills
• Good interpersonal skills
• Good conflict resolution skills and ability to deliver difficult messages
• Ability to build partnerships at all levels within the company, begin to build partnerships externally
• Resolve complex issues in effective ways

Typically 5 to 7 or more years of increasing responsibility in terms…