What are the responsibilities and job description for the Sr. Financial Planning & Analysis (Hybrid) position at AssistRx?
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.
- Maintaining and overseeing company-wide and divisional forecasting processes.
- Preparing comprehensive budget-to-actual and forecast-to-actual analysis monthly, along with reporting key metrics and KPIs that support the company’s strategic goals.
- Developing and presenting insightful Cost Reports, Operational Analysis, and Profitability Models for different business and product lines.
- Collaborating with the Sales team to assess key sales metrics and improve the accuracy of forecasts based on customer pipeline data.
- Working alongside operational leadership to assess project costs and enhance project profitability analyses.
- Engaging with internal stakeholders to identify and implement best practices that will enhance the quality of information and analyses provided.
- Assisting in the development and regular review of CAPEX and operational project budgets.
- Supporting the enhancement of operational models necessary for strategic decision-making.
- Building strong relationships with leadership, customers, and peers, ensuring effective communication regarding issues, risks, and project progress.
- Carrying out additional responsibilities as assigned to promote smooth departmental operations.
- Bachelor’s degree in accounting, finance, or a related analytical field.
- Minimum 5 years of experience in financial planning and analysis, with a proven track record of maintaining and developing financial models, particularly three-statement models and cash flow projections.
- Strong working knowledge of GAAP principles and accounting practices.
- Exceptional ability to communicate financial insights to non-financial audiences.
Preferred:
- Experience with NetSuite or Oracle financial systems.
- Previous experience in the healthcare or SaaS industries.
- 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
