Senior Analyst, FP&A

Overview

The organization is seeking a Senior Analyst, FP&A to join its PBM Finance Planning & Analysis (FP&A) team. This role supports financial planning, forecasting, and reporting for prescription volumes, membership, and revenue.

You will review forecast assumptions, validate financial and operational data, and ensure consistency across planning and reporting processes.

Responsibilities

• Support financial planning and forecasting for prescription volumes, membership, and revenue via the PAPM platform.
• Review forecast inputs and validate key planning assumptions.
• Use SQL and SAP HANA to extract, reconcile, and validate data.
• Maintain the forecast/budget yearly calendar and communicate it with stakeholders.
• Resolve data and process issues with Finance, Analytics, Underwriting, and IT.
• Gather and document requirements for models and reporting enhancements.
• Review data flows, calculations, and processes to strengthen controls.
• Identify opportunities to automate tasks and reduce manual work.
• Document forecasting processes, assumptions, and validation procedures.
• Communicate financial insights and key findings to stakeholders.

Requirements

• 2+ years of experience in FP&A, financial analysis, business analytics, or a related analytical role.
• Experience supporting budgeting, forecasting, variance analysis, and reporting.
• Experience in Microsoft Excel, including complex formulas, data reconciliation, and illustrative tools.

Preferred Qualifications

• Experience in healthcare, pharmacy benefit management, managed care, insurance, or a related industry.
• Experience working with SQL, Access, or other querying tools to extract, analyze, reconcile, and validate large datasets.
• Experience with SAP products.
• Experience with Power BI, Tableau, or similar business intelligence and visualization tools.
• Experience identifying opportunities for process automation and reducing manual financial reporting activities.
• Experience partnering across Finance, Analytics, Underwriting, Technology, and other cross-functional teams.
• Strong attention to detail with a focus on accuracy, controls, and data integrity.
• Strong written and verbal communication skills, with the ability to explain financial and technical findings to business stakeholders.
• Ability to work with tight deadlines and ensure timeliness of all stakeholders.
• Ability to manage multiple priorities and recurring deliverables in a deadline-driven environment.
• Ability to perform data-quality reviews and identify missing data, mapping issues, reporting inconsistencies, and unusual results.

Education

• Bachelor’s degree in finance, Accounting, Economics, Business Administration, Data Analytics, Information Systems, or a related analytical field.

Compensation & Benefits

• Pay range: $46,988.00 - $112,200.00 (base pay)
• This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls.
• Actual base salary offer will depend on experience, education, geography, and other relevant factors.
• This position is eligible for a bonus, commission, or short-term incentive program in addition to the base pay range listed above.
• Full-time position eligible for a comprehensive benefits package, including medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources (based on eligibility).

Location

• Not specified.

Work Schedule

• Anticipated weekly hours: 40
• Time type: Full time

Additional Information

• The application window is anticipated to close on: 12/11/2026.
• Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws.