Financial Analyst

Overview

This role supports strategic and operational decision-making through financial modeling, reporting, data analysis, and performance insights.

• Job Title: Financial Analyst
• Location: Remote (US Only)
• Schedule: Monday – Friday, 9:00 am – 5:00 pm
• Compensation: $80k - $85k

Work Authorization Requirements
This position is not eligible for employment visa sponsorship now or in the future. Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization.

Responsibilities

• Conduct analysis of financial and/or statistical data and interpret results to provide relevant decision-making reports to key stakeholders.
• Interpret financial transactions for stakeholders who must make economic or business decisions.
• Track and analyze drug costs at the product level (NDC/GPI) to identify trends, price changes, and opportunities to save.
• Monitor manufacturer pricing actions and policy-driven cost changes (including the Inflation Reduction Act (IRA)) and estimate their impact on drug spend.
• Validate that procurement-driven EBITDA initiatives are realized in the P&L, separating true savings from changes in volume and mix.
• Use technology and systems to access data, populate models, create presentations, and streamline workflow.
• Identify opportunities to improve efficiency in core Finance processes.
• Understand, interpret, establish, and monitor key performance metrics.
• Prepare deliverables including presentations, management reports, and ad-hoc requests.
• Collaborate with stakeholders across the organization.
• Prepare timely, accurate, and consistent business trend analysis.
• Develop new or enhanced financial models to support changing business needs.
• Maintain and update customer performance reports.
• Develop financial reports for forecasting, trending, and results analysis.
• Develop and maintain spreadsheets and databases.
• Assist with the reconciliation of the physical inventory process.
• Provide assistance with preparation of the annual budget.
• Review internal processes for efficiency and workflow improvement opportunities.
• Perform other responsibilities and projects as assigned.

Additional Finance, Sales, and Operations Support (as needed)

• Extract data and gather information from various sources to create reports for senior management based on results.
• Perform data mining and complex analysis using MS Excel, SQL, and similar tools.
• Identify trends and revenue enhancement/savings opportunities by analyzing historical billing and third-party claims data (financial and operational).
• Provide Finance support through reports and analysis that provide insight into pharmacy performance and customer profitability.
• Provide Sales support through creation of customer pricing models and margin analysis.
• Provide strategic sourcing support for vendor programs to achieve expected revenue and purchase savings with key vendors.
• Assist in the preparation of analysis for key projects within the organization.
• Provide as-needed analysis and reporting to General Managers, Account Management, and Sales.

Requirements

• Bachelor’s degree in accounting, finance, or equivalent.
• 1–3 years of financial/business experience required.
• Advanced MS Excel skills and ability to effectively organize large data files.

Preferred Qualifications

• Knowledge of a broad range of other technologies (e.g., SQL, Power Pivot, MS PowerPoint, Access, etc.).
• Knowledge and experience in healthcare services, insurance, pharmaceutical industry, or distribution.

Success Profile

• Strong analytical and problem-solving skills.
• Advanced Excel skills; SQL experience preferred.
• Experience with financial reporting, forecasting, and data analysis.
• Ability to identify trends and provide actionable business insights.
• Strong communication and stakeholder partnership skills.
• Attention to detail with the ability to manage multiple priorities.
• A continuous improvement mindset focused on efficiency and results.

Physical Requirements

• Work is primarily sedentary, requiring prolonged periods of sitting at a computer.
• Occasionally required to stoop, kneel, bend, crouch, and lift materials up to 25 pounds.

Compensation & Benefits

• Comprehensive Medical, Dental, and Vision Insurance (plans starting as low as $13.73 per pay period)
• Free Virtual Care and Telemedicine Services
• Paid Time Off
• 401(k) with Company Match
• Company-Paid Life Insurance
• Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
• Employee Referral Bonuses
• Pet Insurance
• Legal Insurance

Equal Opportunity

Reasonable accommodations will be made to enable qualified individuals with disabilities to participate in the application process and perform essential job functions.

Hiring Process

Artificial intelligence (AI) tools may be used to support parts of the hiring process (e.g., reviewing applications, analyzing resumes, or assessing responses). Human judgment is used for final hiring decisions.