Senior Financial Planning & Analyst

The Sr. Financial Planning & Analysis Analyst will play a critical role in driving the financial strategy and operational efficiency of AssistRx. This position involves reviewing, analyzing, and tracking financial and operational data from multiple sources to support strategic company objectives. The Sr. Analyst will collaborate with various teams including Finance, Accounting, and Business leadership to develop sophisticated financial models, prepare projections, and execute thorough research and analysis aligned with business needs.

In this role, you will be expected to contribute to various financial activities such as planning, analysis, budgeting, and reporting. Strong analytical, organizational, and problem-solving skills are essential, as well as the ability to communicate complex financial information in a clear and concise manner.

• Lead the financial planning and analysis processes, including budgeting, forecasting, and variance analysis for responsible departments and programs.
• Develop and maintain complex financial models to support projections, analyze profitability and assess strategic initiatives.
• Partner with business leaders to develop models and reporting that provide actionable insights to operational leaders
• Develop and maintain product and program profitability models
• Analyze financial performance and provide actionable insights to senior management.
• Prepare and present detailed financial reports and dashboards.
• Collaborate with cross-functional teams to support business planning and performance management.
• Identify and implement process improvements to enhance financial reporting and analysis.
• Mentor and guide junior analysts within the team.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 4-7 Years of Experience in FP&A or similar role
• Strong proficiency in financial modeling and advanced Excel skills, including clean and efficient Excel formatting
• Excellent analytical and problem-solving skills
• Strong communication and presentation skills, with the ability to convey complex financial information clearly and concisely
• Proven ability to work collaboratively in a team environment and manage multiple priorities
• High attention to detail and accuracy
• Ability to develop excel models from scratch
• Comfortable working with varying levels of data availability and data standardization to develop both top-down and bottom-up analyses

Preferred:

• Multi-year / Long-Rang Planning experience
• Experience facilitating reviews and presentations with Senior Leadership
• Working knowledge of three-statement financial modeling
• Experience in a fast-paced, dynamic industry
• Experience with reporting tools (such as Power BI), organizing data structure and developing dashboards from scratch
• Experience in Healthcare or SaaS industry

Benefits

• Supportive, progressive, fast-paced environment
• Competitive pay structure
• Matching 401(k) with immediate vesting
• Medical, dental, vision, life, & short-term disability insurance
• AssistRx, Inc. is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, religion, color, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, or other non-merit based factors, or any other protected categories protected by federal, state, or local laws.
• All offers of employment with AssistRx are conditional based on the successful completion of a pre-employment background check.
• In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. Sponsorship and/or work authorization is not available for this position.
• AssistRx does not accept unsolicited resumes from search firms or any other vendor services. Any unsolicited resumes will be considered property of AssistRx and no fee will be paid in the event of a hire

Qualification

Bachelor's Degree