Financial Analyst

Position Summary

The Financial Analyst supports business and operational functions by producing financial reports, budgets, forecasts, and analysis for strategic decision-making. The Financial Analyst will also play a key role in the refinement and evolution of models and reports that support the forecasting and budgeting processes.

This position reports to the Director of FP&A.

Primary Responsibilities

• Support monthly financial reporting processes through variance analysis (for actuals vs forecast, budget, and prior periods), trends, and KPI analysis.

• Assist in building and maintaining budget models for multiple entities, including consolidated and individual financial budgets.

• Develop and maintain financial models for business units and projects to support organizational decision-making.

• Develop reports in accounting software

• Collaborate with cross-functional teams to gather data for financial analysis, identify trends, variances, and opportunities for improvement.

• Provide analytical support to initiatives and ensure information is prepared to support business and operational projects.

• Help develop tracking mechanisms to monitor results and support corrective action.

• Identify opportunities for expansion or improvement.

• Perform other related duties as assigned.

Key Skills

• Proficient in financial modeling, accounting principles, and financial statement analysis.

• Strong skills in Microsoft Excel and financial software tools; familiarity with database management.

• Ability to manage multiple priorities and adapt to changing department needs.

• Detail-oriented with a strong focus on understanding the "why" behind financial numbers.

• Excellent communication skills and ability to incorporate stakeholder information.

• Effective problem-solving and analytical skills; ability to translate data into actionable insights.

• Strong understanding and experience with reporting/financial tools and financial reporting.

• Education and Experience Requirements

• Bachelor’s degree in Finance, Business, , or related field.

• 3-5 years of experience in financial analytics or analysis development.

• Strong understanding of financial statements, accounting principles, and business performance drivers.

• Experience managing projects in a team environment.

• Advanced skills in Microsoft Office Excel. Proficient in Powerpoint, database management, and accounting software

• Experience in healthcare or pharmacy companies preferred but not required.