Financial Analyst Product FP&A - Healthcare

Overview

The Cover My Meds  Financial Planning & Analysis team is looking for a Financial Analyst to join our Product FP&A team. In this role, you’ll provide financial analysis to assist management in making decisions regarding strategic planning and profitability for CMM’s Specialty products. This position will support ad hoc reporting, forecasting, budgeting, long range planning, variance analysis, and other finance-related projects.

You’ll partner with commercial, account management and operations teams throughout the organization to provide financial reporting and ad hoc analysis. In addition, you will provide information to consolidations FP&A for segment reporting deliverables – including monthly results and variance analysis.

• Product-level planning and reporting activities, including reporting monthly results, completing monthly rolling forecasts, annual budget planning, and strategic long-range planning.
• Report key drivers of revenue for the Access portfolio, including organic growth, new sales, attrition/terminations, and price/volume impact.
• Conduct variance analysis to understand differences between actual, forecasted, and budgeted results from large sets of data.
• Identify trends or issues requiring attention and communicate them effectively to appropriate stakeholders.
• QA, maintain, or develop forecast assumptions within forecasting system.
• Drive efficiencies in financial reporting through use of automated tools and full utilization of capabilities in new SAC financial planning system.
• Work on special projects as requested.
• Establish strong working relationships with cross-functional leaders (including product and commercial teams) to align financial planning and analysis with business objectives.
• Partner with Strategic Pricing, Operations, Operations Finance, and Product teams to ensure that latest impacts are being considered in the forecast and budget.

• 4+ years of experience in Financial Planning & Analysis or equivalent Finance roles, preferably in the healthcare industry (healthcare IT, Pharmacy, and/or Pharma).
• Skills:
  
  self-motivated with strong communication and analytical abilities; proactive, hands-on professional who thrives in a high-growth, entrepreneurial, and team-oriented environment.
• ERP and Planning tool experience (SAP, SAC); willingness to learn and improve data reporting and summarization.
• Ethical behavior: demonstrates strong understanding of ethical practices and aligns behavior with organizational values.
• Relationship building: establishes and maintains positive relationships with internal and external stakeholders to achieve goals.
• Effective communication: clear communication through speaking, listening, and writing using appropriate tools and technology.
• Teamwork: ability to work cooperatively with high-performing finance teams to set goals and make decisions.
• Organization and planning: sets priorities, develops work schedules, monitors progress toward goals, and tracks data and activities.
• Problem solving: assesses problems, identifies causes, gathers information, and recommends solutions.
• Education:
  
  Bachelor’s degree in Finance, Accounting, Economics, or Business Administration required; advanced degree is preferred.