Sr. Analyst, Financial

Responsibilities

• Perform monthly volume metrics analyses by service line (both retrospective and prospective).
• Create and maintain leadership management reporting for decision making purposes.
• Conduct 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.
• Manage the revenue and expense budgeting and forecasting for all business units.
• Analyze revenue and expense variances and provide explanations to upper management.
• Lead the 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.
• Affiliate 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.
• Drive business segment and service line profitability analysis.
• Partner with Leadership on execution of strategic business initiatives such as potential partnerships, acquisitions, or other key projects.
• 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 supports banking and capital markets and investment analysis.

Qualifications

• 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.
• The ability to consistently interact cooperatively and respectfully with other employees.