Senior FP&A Analyst

Overview

A leading clinically-driven pharmacy benefits management organization is seeking a Senior FP&A Analyst with experience in the Pharmacy Benefit Management (PBM) or healthcare industry. This role is critical in providing financial insights, supporting forecasting and budgeting, and partnering with business leaders to optimize performance in a dynamic healthcare environment.

Responsibilities

• Lead monthly, quarterly, and annual financial forecasting and budgeting processes for PBM operations.
• Develop financial models for revenue, gross margin, and operating expenses related to pharmacy claims, rebate performance, and contract terms.
• Provide financial insights to senior leadership to support key business decisions such as contract negotiations, formulary design, and pricing strategies.
• Analyze cost drivers and profitability at client, product, and channel levels.
• Design and deliver performance dashboards and KPIs to monitor business health and identify trends or anomalies in claims volumes, gross margins, and utilization patterns.
• Conduct variance analysis comparing actual performance against forecasts and budgets.
• Collaborate with Trade, Network, Underwriting, Clinical & Care Management, and Account Management teams to align financial metrics with operational insights.
• Support business cases for new initiatives, investments, or partnerships.
• Prepare monthly executive reporting packages including detailed P&L analysis and strategic commentary.
• Present findings to Finance leadership and executive stakeholders.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Minimum of 5 years of FP&A experience with a focus on revenue and gross margin.
• Experience building complex financial models and using data to develop actionable solutions.
• Strong understanding of PBM financial levers such as drug mix, rebate structures, and formulary strategies.
• Excellent communication and presentation skills with the ability to translate complex data into actionable insights.
• Self-starter, detail-oriented, and comfortable working in a fast-paced, evolving environment.
• Advanced proficiency in Excel and financial modeling.
• Experience with ERP and BI tools such as Hyperion, Oracle Planning, or Domo.

Preferred Qualifications

• Direct experience with pharmacy claims data, rebate forecasting, or client-level profitability modeling.
• At least 2 years of FP&A experience within the PBM or broader healthcare space.

Compensation & Benefits

• Paid Time Off
• 401(k) program
• Health Insurance including Dental and Vision coverage
• Student Loan Reimbursement
• Health Savings Account
• Employee Assistance Program

Location

• Remote work environment

Note: This job description outlines the general responsibilities and qualifications for the role. Additional duties may be assigned as needed to meet organizational requirements.