Financial Planning and Analysis Manager in Belgrade, Montana at Xtant Medical Holdings Inc

Job Summary

Supervisory ResponsibilitiesThis position may manage others/a team, ensuring alignment with department goals, providing guidance and mentorship, and overseeing performance evaluations and development plans. The role involves coordinating daily workflows, delegating tasks, and monitoring performance to ensure efficiency and timely project completionActively engage in staff development through coaching, training and feedback to enhance skills and performance, while leading team meetings to ensure clear communication and drive project/production success, all while ensuring adherence to company policies, procedures, and quality standards

C. Duties and ResponsibilitiesDevelop and maintain an understanding of relevant industry standards and regulations including but not limited to 21 CFR 820, 21 CFR 1271, AATB, MDSAP (per jurisdictional requirements), and ISO 13485, ensuring compliance with these requirements across the organization. Actively contribute to the fulfillment of Xtant Medical’s mission, values and quality policyMaintain a safe, clean work environment and ensure proper disposal of hazardous and non-hazardous waste according to OSHA guidelines and Xtant Medical standard operating procedures (SOP)Develop and maintain an understanding of Xtant Medical products Understand the interaction of departmental activities with the Quality System and their impact on the production of medical devices and human cells, tissues, and cellular and tissue-based products (HCT/Ps)Adhere to Xtant Medical SOPs, Good Documentation Practices (GDP), and safety protocolsManage the quarterly reforecast and annual AOP processes ensuring timely data collection and report distributionAid in capital budgeting and expenditure planning processReport on forecast changes and historical results by providing variance and margin analyses as well as unit cost and driver changesOversee portfolio and channel margin analysesOversee and maintain department, SLT, and Board reporting suites – presenting out to respective groups as necessaryManage and oversee all cash forecastsPerform regular financial product reviews such as NPV, cost of over-supply/underage as requested by leadershipAssist with M&A activities including, but not limited to model construction, valuation calculations, due diligence, and integrationProvide sensitivity and ad-hoc analyses as requested by leadershipAid accounting in completing all month-end and year-end inventory transactions in NetSuiteReview monthly financial statement to ensure accuracy across 3 statements, and department reportingAssist with 10-K and 10-Q as required by CFOAssist with quarterly and annual audit activities as required by CFOProvide guidance on standard costs based on changes in procurement or manufacturingBuild and provide technical support for commercial BI reports as requestedOversee the construction and updates of quarterly board decksProvide margin analysis for product launches, OEM opportunities, and non-standard sales opportunities as requestedOversee the creation of ad hoc margin reports as requestedProvide budget updates to the operations team on a quarterly basis Work with operations analyst(s) to provide necessary information to satisfy all margin, cost, and yield requestsProvide guidance to purchasing on order quantities and inventory levels as necessaryProvide technical support for all purchasing modelsOther duties as assigned

D. Financial ResponsibilitiesSubmit timely expense reports and abide by the Expense Reimbursement PolicyE. TrainingComplete required training, including but not limited to initial orientation and environmental health and safety training prior to performing tasksParticipate in training programs, ensuring timely completion and accurate, up-to-date training recordsComplete annual SOP review and safety training (i.e. OSHA, bloodborne pathogens) as applicableMay require OSHA (bloodborne pathogen) training, SDS, and other safety training as applicable

Document Control and Record ControlComplete all documentation accurately and legibly per GDP, retain records according to Xtant Medical’s procedures, and review others’ documentation as neededPerformance of DutiesPerform duties and responsibilities to the highest standards with efficiency, professionalism, and attention to detail; adapt to job changes and contribute to team successMaintain confidentiality of donor and recipient information according to HIPAARequired Skills/AbilitiesAdvanced computer skills required such as basic knowledge of MS Word, Excel, Power Point, Outlook, SSRS, BI, and other finance software as necessaryProficient knowledge in Microsoft Office Suite, web-based teleconferencing and meeting platforms, office equipment and proceduresAbility to comprehend, interpret, and apply the appropriate sections of applicable laws, guidelines, regulations, and policiesAbility to deal effectively with a wide variety of personalities and situations requiring tact, judgement, and poiseAbility to adapt to quickly changing priorities and schedulesMust be able to communicate well and train others in complex and detailed financial conceptsMust possess mobility to work in a standard office setting and to use standard office equipment and to attend meetings at various sites within and away from the office Education & ExperienceBachelor’s or Master’s degree in Finance, Accounting, Economics, Statistics, Business Administration, or equivalent from an accredited college or university is requiredCPA, CFA, or CMA certification preferredNetSuite experience preferred5+ years of experience as an FP&A Senior Analyst or 3+ years as an FP&A ManagerDemonstrated leadership experience managing teams or projectsProven ownership of financial reporting, processes, models, and key metrics in multifaceted businessesIndependent and critical judgement within established systems to make recommendations that improve processesKnowledge of generally accepted accounting principles and proceduresWorking Conditions This position is based in an office environmentThis position is remote based in the state of MinnesotaStandard work hours are Monday – Friday; 8:00 am – 5:00 pm, with occasional evening or weekend work based on project/production needsAdhere to all health and safety requirements specified when entering laboratory and device manufacturing areas and in the handling of company productsPhysical RequirementsAbility to sit, stand, and work at a computer for prolonged periodsAbility to lift, carry, push or pull items of varying weight, typically up to 25 lbs. Ability to move, bend, or twist the body in various waysAbility to perform repetitive motions, such as reaching, grasping, bending, squatting, and stoopingRequires hand-eye coordination and manual dexterity for tasks such as typing, using hand tools or equipment, and assembling or handling small components with precisionAbility to see clearly, whether with or without corrective lensesAbility to hear and understand safety signals, alarms, and customer requests in a noisy environmentAbility to safely operate a motor vehicle, including cars, trucks, or commercial vehicles, as required by the position. This includes the ability to drive for extended periods, in various weather conditions, and on different road types (urban, rural, highways, etc.)