Senior Financial Planning Analyst

Senior Financial Planning Analyst

The person in this position will support the Financial Planning & Analysis function for the Acute Care Technology division. This person will develop, create, and drive FP&A strategy for the organization. Defining FP&A methodologies and forecasting frameworks used across teams, acting as a SME that others depend on to solve ambiguous financial/data problems, and has an impact on functional direction or planning strategy.

They have a proven ability to understand technical concepts and communicate with all areas of the business. They can manage multiple projects at once and reprioritize as business requirements change. The position oversees the annual budget while contributing to broader FP&A efforts tied to business performance. Responsibilities include monthly financial reporting, forecasting, headcount tracking, budget development, and ensuring financial accuracy and compliance.

This role partners closely with Business Unit and Sales Leadership, Finance, Accounting, and IT to gather business requirements, support data development, and provide clear, actionable reporting. Forecast and analyze orders, revenue, margin, as well as sales and marketing costs. This role defines and develops KPIs, dashboards, and performance insights for senior leadership, is an essential part of strategic planning, and contributes to special projects and ad-hoc analysis.

Success in this role requires strong business and technical acumen, the ability to manage multiple priorities, and adaptability in a fast-changing environment.

At ZOLL, we're passionate about improving patient outcomes and helping save lives. We provide innovative technologies that make a meaningful difference in people's lives. Our medical devices, software and related services are used worldwide to diagnose and treat patients suffering from serious cardiopulmonary and respiratory conditions.

The Acute Care Technology division of ZOLL Medical Corporation develops and delivers innovative lifesaving products and software solutions to EMS, hospital, public safety, and military customers globally. Products include AEDs, trauma kits, ventilators, temperature management solutions, and more. Our dedicated employees take pride in their commitment to improving patient outcomes while delivering world-class customer service. At ZOLL, you won't just have a job.

You'll have a career—and a purpose.

Job Summary This position supports the Financial Planning & Analysis function for the ACT division and develops, creates, and drives FP&A strategy for the organization. The Senior Financial Planning Analyst defines FP&A methodologies and forecasting frameworks used across teams, acting as a SME that others depend on to solve ambiguous financial/data problems, and has an impact on functional direction or planning strategy.

They have a proven ability to understand technical concepts and communicate with all areas of the business. They can manage multiple projects at once and reprioritize as business requirements change.

The position oversees the annual budget while contributing to broader FP&A efforts tied to business performance. Responsibilities include monthly financial reporting, forecasting, headcount tracking, budget oversight, and ensuring financial accuracy and compliance. The Senior Financial Planning Analyst partners closely with Business Unit and Sales Leadership, Finance, Accounting, and IT to gather business requirements, support data development, and provide clear, actionable reporting.

The role forecasts and analyzes orders, revenue, margin, as well as sales and marketing costs and is responsible for defining and developing KPIs, dashboards, and performance insights for senior leadership. This role is an essential part of strategic planning, and contributes to special projects and ad-hoc analysis. Success in this role requires strong business and technical acumen, the ability to manage multiple priorities, and adaptability in a fast-changing environment.

Essential Functions

• Lead the development and standardization of financial reporting frameworks, defining approaches adopted across the division.
• Prepare, analyze, and distribute revenue and margin reporting and analytics.
• Prepare and deliver executive-level financial insights and materials, framing complex data into clear, actionable recommendations.
• Act as a liaison across the finance team to define and evolve FP&A methodologies and forecasting frameworks while leading the financial planning deliverables such as forecasts, actuals reporting, variance analysis and long-range planning.
• Partner with Sales, Business Unit Leadership, and Finance to shape multi-year business planning, including defining financial narratives, assumptions, and key drivers of performance.
• Lead the preparation and completion of end-to-end financial planning cycles (monthly, quarterly, annual), determining approaches and adapting methodologies based on evolving business needs.
• Establish, prepare, and refine reporting…