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Advisor, Financial Planning and Analysis - job 1 of 2

What Financial Planning & Analysis contributes to Cardinal Health

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.

Responsibilities

  • Consolidate monthly financial results for executive leaders
  • Prepare monthly financial presentations
  • Prepare quarterly presentations to be presented to the Audit Committee and Board of Directors
  • Partner cross-functionally with teams in Treasury, Tax, Accounting, Corporate, Compensation, External Reporting, IR, and the COEs
  • Prepare the quarterly MIP accrual and forecast for the remaining periods of the fiscal year
  • Assist with the yearly budget and SFP processes
  • Pull, organize, and present Corporate Unallocated data from SAP
  • Assist in the Investment Spend process with project leaders and present the data monthly to executive leaders
  • Assist in creating a Non-GAAP to GAAP walk of our financials to be presented quarterly
  • Manage multiple deliverables and deadlines concurrently
  • Work on Ad hoc requests and initiatives as required
  • Support continuous improvement of new processes and work with key stakeholders to execute and maintain them
  • Proficiency in ANAPLAN, HFM, and SAP

Qualifications

  • 4-8 years of experience, preferred
  • Bachelor's degree in related field, or equivalent work experience, preferred

What is expected of you and others at this level

  • Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
  • May contribute to the development of policies and procedures
  • Works on complex projects of large scope
  • Develops technical solutions to a wide range of difficult problems
  • Solutions are innovative and consistent with organization objectives
  • Completes work; independently receives general guidance on new projects
  • Work reviewed for purpose of meeting objectives
  • May act as a mentor to less experienced colleagues

Anticipated salary range: $79,700 – 113,800

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: 05/29/2025 *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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CEO of Cardinal Health
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Average salary estimate

$96750 / YEARLY (est.)
min
max
$79700K
$113800K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Advisor, Financial Planning and Analysis, Cardinal Health

Are you ready to take your career to the next level? Cardinal Health is seeking an enthusiastic Advisor for Financial Planning and Analysis to join our dynamic team. In this role, you will be pivotal in shaping our financial strategy and guiding essential business decisions. You will play an integral part in consolidating monthly financial results, preparing vibrant presentations for our executive leaders, and supporting cross-functional teams in Treasury, Tax, Accounting, and more. Your keen analytical skills will shine as you assist in the quarterly MIP accrual and forecasting processes. Plus, your ability to pull, organize, and present corporate data from SAP will be invaluable. As an Advisor, you'll manage multiple deliverables while contributing to innovative solutions that enhance our operations. We celebrate diversity and welcome applicants from all backgrounds—your unique perspective is what keeps us thriving. With responsibilities that include working on ad-hoc initiatives and supporting continuous improvement in processes, you'll find every day is an opportunity to make an impact. Join Cardinal Health, where we value health, well-being, and a collaborative working environment, and let's drive strategic value together!

Frequently Asked Questions (FAQs) for Advisor, Financial Planning and Analysis Role at Cardinal Health
What responsibilities does the Advisor, Financial Planning and Analysis have at Cardinal Health?

As the Advisor for Financial Planning and Analysis at Cardinal Health, your responsibilities encompass consolidating monthly financial results, preparing effective presentations for executive leaders, and working closely with cross-functional teams on budget processes and financial forecasting. You will also assist in monthly investment spend updates and contribute to the overall improvement of processes.

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What qualifications do you need for the Advisor, Financial Planning and Analysis position at Cardinal Health?

To be successful as an Advisor in Financial Planning and Analysis at Cardinal Health, you should have a bachelor's degree in a related field and ideally possess 4-8 years of relevant experience. Proficiency in financial software such as ANAPLAN, HFM, and SAP will definitely give you an edge.

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How can the Advisor, Financial Planning and Analysis contribute to Cardinal Health's success?

The Advisor for Financial Planning and Analysis significantly impacts Cardinal Health's success by providing strategic insights that drive key business decisions. By analyzing financial data and presenting actionable recommendations, you enable the organization to manage resources effectively and enhance operational efficiency.

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Is this Advisor, Financial Planning and Analysis role ideal for remote work at Cardinal Health?

The Advisor position in Financial Planning and Analysis at Cardinal Health is designed to be flexible, and while it may require some in-field presence, many responsibilities can be handled remotely, offering a work-life balance that suits your needs.

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What benefits does Cardinal Health offer to the Advisor, Financial Planning and Analysis?

As an Advisor with Cardinal Health, you will enjoy numerous benefits including medical, dental, and vision coverage, a 401k savings plan, paid time off, and access to mental health resources. We believe in supporting our employees’ health and well-being for a fulfilling work-life experience.

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Common Interview Questions for Advisor, Financial Planning and Analysis
Can you describe your experience with financial forecasting?

When answering this question, highlight your specific experience in financial forecasting, focusing on the tools and techniques you've employed, such as ANAPLAN or SAP. Illustrate your approach to accuracy and how your forecasts influenced decision-making at your previous jobs.

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How do you prioritize tasks when managing multiple financial projects?

Discuss your time management strategies, such as using project management tools or prioritizing based on deadlines and impact. Highlight a past project where your prioritization made a significant difference in the outcome.

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Describe a time when you had to present financial data to non-financial stakeholders.

Emphasize your communication skills by sharing how you tailored your presentation to suit the audience. Focus on how you simplified complex financial concepts and engaged the stakeholders’ interest and understanding.

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What tools do you find most effective for financial analysis?

Mention specific tools like HFM or ANAPLAN that you are proficient in. Explain their advantages and how they enhance your financial analysis work, giving examples of insights you have derived from these tools.

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How do you ensure compliance with financial regulations when preparing reports?

Talk about your adherence to standard accounting practices and any specific compliance guidelines you follow, such as GAAP. Provide an example of a time you ensured compliance in your duties.

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Have you ever contributed to process improvements? How?

Share an example where you identified a process that could be improved. Describe the steps you took to implement this change and the positive outcomes it led to, noting any efficiency gains.

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What is your approach to collaborative projects across departments?

Express your belief in teamwork and the importance of understanding different perspectives. Share a narrative of a collaborative project, focusing on how you facilitated communication and cooperation between departments.

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What do you consider when preparing a quarterly presentation for executives?

Discuss the importance of understanding the audience's needs. Talk about how you focus on key performance indicators, relevant data insights, and how you aim to tell a compelling story through your presentation.

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How do you handle tight deadlines and high-pressure situations in financial reporting?

Provide strategies you apply during stressful periods, such as prioritization, maintaining communication with team members, and ensuring you have contingency plans for unexpected issues. Illustrate with a relevant example.

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Why do you want to work as an Advisor in Financial Planning and Analysis at Cardinal Health?

This is your chance to show your passion for finance and healthcare. Discuss how Cardinal Health's mission aligns with your career goals and how you look forward to contributing to the financial health of an organization dedicated to improving lives.

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Full-time, remote
DATE POSTED
April 12, 2025

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