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.