Overview
A Specialty Pharmacy Services team is seeking a Senior Financial Analyst to support client-level Financial Planning & Analysis (FP&A). This role reports to the Manager of Finance and collaborates closely with accounting, operations, and functional leaders on financial planning, reporting, and analysis projects. The client FP&A team provides customer-level finance and accounting support, drives gross profit improvement initiatives, and delivers analytical insights to promote growth and profitability.
This position offers significant exposure to senior leadership and the opportunity to influence the organization’s growth trajectory. The Senior Financial Analyst will prioritize key financial and business KPIs, participate in the month-end close process, prepare profit and loss statements for partner sites, and distribute results with analytical commentary to senior leadership. The role involves conducting detailed analyses to generate insights that support business decisions, defining and tracking performance metrics, and acting as a financial partner to leadership.
Responsibilities
- Oversee preparation and distribution of site-level financial statements.
- Review monthly, quarterly, and annual results; provide timely financial insights to management and stakeholders.
- Address and escalate identified financial issues appropriately.
- Maintain detailed financial analyses and standard reporting packages.
- Support business partners with ad-hoc financial requests.
- Track key financial metrics and analyze performance trends.
- Analyze customer revenue and cost of goods sold data to optimize revenue growth and gross margin.
- Retrieve data from various systems and reporting tools.
- Develop strategic business plans, budgets, and forecasts with presentations for management.
- Collaborate with cross-functional teams to support strategic initiatives.
- Assist in preparing presentations for senior management and stakeholders.
- Identify and implement process improvements and best practices.
- Ensure compliance with financial regulations and company policies.
- Support other FP&A workstreams and related duties as needed.
Requirements
- Minimum 5 years of experience in financial analysis.
- Knowledge of full cycle Profit & Loss (P&L) processes.
- Strong proficiency in financial modeling and analysis tools (e.g., Excel, financial software).
- Knowledge of financial regulations and compliance standards.
- Excellent analytical and problem-solving skills.
- Strong written and verbal communication and presentation abilities.
- Ability to solve complex business problems.
- Data-driven decision-making approach.
- Ability to work independently and collaboratively.
- High attention to detail and accuracy.
- Highly motivated, results-driven, and service-oriented professional.
Preferred Qualifications
- Bachelor’s degree in Finance, Accounting, or related field.
- MBA degree.
- Experience in the Healthcare or Pharmacy sector.
Location
Location details are not specified in the job description.
Compensation & Benefits
Compensation and benefits information are not provided in the job description.