Company Overview
Our client is a PE-backed medical equipment platform delivering sustainable, technology-enabled solutions in both new and resale markets. Founded in 2012, they provide hospitals and surgeons worldwide with high-quality, cost-effective medical devices while driving consistent growth. With 250+ employees across multiple U.S. sites, they’ve scaled from $22M to over $100M in revenue in five years.
Position Overview
The Senior Financial Analyst – FP&A & Treasury is a high-visibility, CFO-adjacent role with weekly executive and PE owner presentations. Reporting directly to the CFO, this position will own variance analysis (60%), treasury/cash flow forecasting, M&A modeling, and board deck preparation in NetSuite. With full P&L, balance sheet, and cash flow ownership.
Position Responsibilities
FP&A & Reporting
- Own end-to-end financial reports, forecasts, dashboards, and variance analysis
- Derive actionable insights from trends to support business decisions
- Build performance models for strategic initiatives and operational drivers
- Contribute to annual budgeting/planning and KPI tracking with cross-functional teams
Treasury & M&A Support
- Develop 13-week cash flow models, liquidity forecasts, and capital scenarios
- Support M&A due diligence, integration modeling, and synergy identification
- Align financial reporting structures post-acquisition
Executive Communication
- Present insights and recommendations weekly to CFO, execs, and PE owners
- Co-create board decks, investor updates, and cap table scenarios
Process & Systems
- Optimize ERP functionality (NetSuite preferred) and data visualization (Power BI/Tableau)
- Drive repeatable processes and automation in FP&A
What Sets This Opportunity Apart
- Direct CFO access and weekly PE exposure — influence strategy at the highest level
- Build and scale FP&A with full financial statement ownership (P&L, BS, CF)
- M&A integration leadership in a high-growth, acquisitive platform
Position Qualifications
Required:
- 5–8 years progressive FP&A/treasury/corporate finance (balance sheet/cash flow experience)
- Advanced modeling (Excel scenarios, variance, KPIs); data visualization (Power BI/Tableau)
- Treasury, liquidity forecasting, or capital markets exposure
- M&A modeling or post-acquisition integration experience
- ERP optimization (NetSuite, SAP, etc.) and process-building
- C-suite/PE presentation experience — clear, quantitative storytelling
- Commutable 1 day/week to far SW Chicagoland (city candidates welcome)
Preferred:
- PE-backed or high-growth environment
- Healthcare/med device or inventory-heavy modeling
- NetSuite implementation experience
Skills & Competencies
- Builder: Establishes scalable processes, analytics, and cross-functional trust
- Analytical: Proactive problem-solving; follows data to first-time answers
- Communicative: Distills complexity into clear insights for all audiences
- Execution-Oriented: High accuracy, deadline-driven, detail-focused
- Collaborative: Earns trust through rigor and approachability
If you’re a strategic FP&A professional ready to own treasury, M&A, and board-level impact in a PE-backed growth story, we encourage you to apply. A member of Talentfoot’s recruitment team will be in touch if your background aligns with our client’s needs.
Talentfoot Overview
Talentfoot Executive Search specializes in future-proofing organizations by securing forward-thinking leaders across sales, marketing, eCommerce, product, data, operations, finance, and technology with a track record of accelerating growth, innovation, and profitability. Since 2010, we’ve partnered with more than 2,500 companies and lead the industry with a 98% client success rate. Learn more at Talentfoot.com.