FP&A Analyst (Operational Finance)

Position Overview

Shields Health Solutions is seeking an FP&A Analyst to join the FP&A team. Reporting to the Director, FP&A, this role will work closely with the accounting, operations, and functional leaders on financial analysis and cross-functional projects.

Responsibilities

• Produce site-level financials (monthly P&Ls, baseline analyses, gross margin analyses, budgets, QBR support as needed)
• Track granular economic factors and communicate their impact on forecasts, margins, and financials
• Maintain detailed analyses of financials and standard reporting packages, providing support to core business partners with ad hoc requests
• Audit and analyze customers' detailed revenue and cost of goods sold information to optimize revenue growth and gross margin opportunity
• Access and retrieve information/data from various systems and reporting tools, collaborating with IT and others to improve processes and reports
• Review monthly results and provide summative analysis to management and core business partners
• Collaborate cross-functionally to identify, scope, and monitor growth opportunities and initiatives (both revenue and margin)
• Support operations teams and core business partners with financial insights and proactively communicate with business partners
• Develop data-driven business cases and evaluation criteria for growth and efficiency-oriented initiatives
• Build financial and operational metrics and dashboards to report key insights
• Support other FP&A workstreams as needed (ERP and operational data integration, quarterly board materials, investor materials, month-end close process)

Skills and Position Requirements

• 1-3 years of relevant financial analyst experience (Healthcare/Pharmacy experience is a plus)
• Highly analytical with strong attention to detail
• Effective at multi-tasking; enjoys and thrives wearing multiple hats at once
• Exceptional Excel and Microsoft Office skills; including financial modeling and business visualization
• Motivated, results-driven professional who can thrive in a team-oriented environment
• Entrepreneurial attitude - willing to roll up sleeves and work alongside team members to make things happen quickly and create value
• Experience as an auditor in the healthcare and/or pharmacy space highly desirable
• Foundational understanding of business models
• Growth-mindset
• Capable of solving complex business problems
• Values-oriented, data-driven decision-making style
• Ambitious, reliable, and self-starter who can work independently, with limited oversight from managers
• Outstanding written and verbal communication skills
• Enthusiastic and service-oriented

Education

Solid computer skills are required, including proficiency in Microsoft Office tools (Outlook, Teams, Word, Excel, and PowerPoint) for communication, documentation, and data management, as well as, navigating the internet and web-based platforms. Data entry and computer skills will be evaluated through an assessment as part of the pre-employment process.