Financial Operations Lead Data Analyst

Owens & Minor, Inc. Richmond, VA

Performs difficult financial analyses that cross all financial operations disciplines. Data research will include interaction with customers and suppliers on complex and challenging data interchanges on product cross references and price match data. The position will also develop models that will align Customer Pricing and Product Setups between O&M and MMIS hospital systems and will identify correlation between A/R and Supplier Rebate issues to enable resolution of end to end data and process issues causing financial exposure. This position will work closely with all global/domestic process leaders to develop ongoing pricing data and mentor other more junior analysts in development of other data analytics. The position's goal is to prevent discrepancies/errors by highlighting and potentially updating/correcting data in internal systems; identifies opportunities for and collaborates with internal and external partners on implementing process improvements. Collaborates with Financial Operations Lead Data Analyst to identify and document opportunities for process improvement to mitigate or reduce financial risk. Serves as a primary contact for internal teams to resolve accounting discrepancies regarding invoice processing, rebate reconciliation, or pricing.


1. Create reporting to support contract and pricing management activities. Collect business requirements, coordinates development, and determines business process for the continued use of that reporting.

2. Responsible for the execution and delivery of the Company's Price Book Communication Process through creation of Price Books which are delivered to all customer's to update their MMIS systems. This critical daily process aligns Customers pricing with O&M's established supplier pricing. Leads and works daily with all CET contract and pricing teammates to ensure this process functions efficiently and properly. Comprehends complex customer system structures for product, pricing, and customer setup structures to present effective solutions. Gains knowledge of partners' systems and processes to ensure optimal efficiencies. Works with critical EDI sets (845, 810, and 832).

3. Prepare customer PO Variance Reporting; analyze results; collaborate with business users to implement appropriate changes.

4. Develop and support analytical tools to proactively identify contract and pricing issues which cause recurring issues within the order-to-cash process, and work with internal and external teams to correct those issues.

5. Support ad hoc contract and pricing projects, including new customer implementations, go-live for new supplier data fields, and mass uploads/changes. This will require effective communication of pricing dynamics. Resolves complex issues independently; utilizes creative problem solving and critical thinking to develop alternative solutions.

6. Develop a daily dashboard of Contract and Pricing metrics to understand status by teammate, by contract, by customer, and by supplier. This dashboard will feed the Financial Operations overall dashboard and include the critical Invoice Match Rate (IMR) data element.

7. Develop Analytics to evaluate cause and effect of Contract data to A/R and Rebate discrepancies. Collaborate with business users to develop team performance and other metrics such as analytics to compare Contract data to A/R and Rebate data. Communicates potential risk and exposure areas to management. Follows progress on tasks and projects to reduce these risk/exposure areas.

8. Facilitate process automation as a liaison between business users and automation programmers.

9. Provides guidance to more junior analysts enabling them to learn skills in order to support volume of analytical needs. Works collaboratively with Financial Operations Lead Data Analyst on monthly rebate/chargeback discrepancy reports submitted from trading partners to look for automation and formatting changes to enable streamlined data flow.

10. Determines how to best coordinate data using working knowledge of advanced analytical tools such as MS Excel, MS Access, Business Objects, Oracle, SAP, and other O&M systems. Must have a thorough knowledge of OMNI II.

11. Researches and compiles complex supplier administration data for auditing internal processes and earmarking process improvements. Determines and implements internal audit procedures and methods. Recommends process improvements to manager.

12. Reviews and analyzes complex data on supplier administration activity using, but not limited to, MS Excel, and Access programs. Uses working knowledge of analysis tools to develop macros and build business object queries to expedite data analysis in identifying inefficiencies and process improvements. Uses downloaded information from O&M systems. Provides weekly reports to management.

13. Provides both training and technical support to management and teammates utilizing established PC software and mainframe system.


1. Performs additional duties as directed.



* Bachelor's degree or equivalent with a business-related focus required

* Eight or more years of experience as an analyst required

* Experience in Oracle, SAP, and/or Vistex preferred, OMNI, OMNI I, and BI tools

* Intermediate to Advanced Skills in Microsoft Excel (formulas, analytics) required

* Experience in medical distribution systems and processes preferred


* Demonstrated track record of consistently delivering superior results for solving complex data issues

* Excellent written and verbal communication skills; able to communicate persuasively and to present complex information effectively

* Able to independently research and resolve complex issues

* Knowledge of basic accounting principles and procedures

* Ability to operate office equipment (such as personal computers) and use software (such as MS Outlook, Advance Excel, Access, Word or other Windows platform software)

* Utilizes excellent organizational skills to manage multiple tasks within deadlines


* Occasional overtime may be required to meet deadlines

* Travel to customers and suppliers to work with their systems and data analysts