Senior Financial Analyst

Role Overview

• Perform monthly volume metrics analyses by service line (both retrospective and prospective).
• Leadership management reporting creation and maintenance for decision making purposes.
• Perform analysis on P&L actual results compared to budget and forecast each month.
• Provide analysis to Finance and Leadership.
• Engage with Finance and Leadership on forecast opportunities and challenges from ideation to execution.
• Management of the revenue and expense budgeting and forecasting for all business units.
• Analyze revenue and expense variances and provide explanations to upper management.
• Lead annual budget process for assigned area.
• Enhance forecasting, budgeting and reporting tools.
• Develop and maintain cost allocation modeling by service line along with forecasting by service line.
• Drive the capital budgeting and management process by engaging and collaborating with the project management team.
• Assist in designing and monitoring (reporting on) key drivers for various stakeholders.
• Develop three to five-year strategic plan projections.
• Support RFP or proposal offerings, participate in pricing/strategy calls as requested, assist with fee related, allowance and credit regarding RFP requests.
• Business segment and service line profitability analysis.
• Drive strategic business initiative modeling such as potential partnership(s), acquisition(s) or other key projects as well as partnering with Leadership on execution.
• Assist with various financial analysis as generally required by the business, lease analysis, vendor analysis and other general financial modeling.
• Provide support to Treasury, Investments and Partnerships as required, including analysis that support banking and capital markets and investment analysis.
• Other duties as assigned.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field required.
• 5 years’ financial analysis experience required.
• Experience working with financial data and understanding results required.
• Experience in creating general financial models as well as complex project-specific financial models and working with advanced Excel formulas required.
• Experience with accounting/ERP software and financial planning tools preferred.
• Oracle experience preferred.
• Pharmacy benefit management (PBM) or specialty pharmacy experience preferred.
• Participate in, adhere to, and support compliance program objectives.
• The ability to consistently interact cooperatively and respectfully with other employees.

Tech Stack

• ERP
• Oracle

Benefits

• Top of the industry benefits for Health, Dental, and Vision insurance
• 20 days paid time off
• 4 weeks paid parental leave
• 9 paid holidays
• 401K company match of up to 5%
• No vesting requirement
• Adoption Assistance Program
• Flexible Spending Account
• Educational Assistance Plan and Professional Membership assistance
• Referral Bonus Program – up to $750!