Intelligent Medical Objects (IMO)

Financial Planning and Analysis

• Continuously improve FP&A processes by developing automation, AI-enabled analysis, and lightweight agents, and enhancing reporting templates to streamline monitoring of monthly departmental spend, reporting, forecasting, and variance analysis.
• Perform detailed monthly variance analysis, including actuals vs. budget, forecast, and prior year, clearly communicating key trends, risks, and opportunities to support decision-making, financial accountability, and the monthly close process.
• Support the company-wide annual budgeting, forecasting, and long-range planning processes.
• Partner with department and executive-level leaders to understand business drivers, challenge assumptions, and provide financial guidance that supports company goals.
• Build and maintain financial models that support strategic decision-making, scenario planning, investment decisions, and operational planning.
• Prepare and present financial performance reporting for the CFO, VP of Finance, senior leadership, and other key stakeholders.
• Create and manage KPIs, dashboards, and support schedules that track business performance, operational efficiency, savings initiatives, board reporting, and other recurring finance deliverables.
• Perform ad hoc financial and operational analyses to support executive decision-making and evolving business priorities.
• Continuously evaluate and apply new technologies to improve data accessibility, speed of insight, and finance effectiveness.

Senior Financial Analyst, FP&A