What are the responsibilities and job description for the Manager, Financial Planning & Analysis position at iA?
The Role
iA is a dynamic software and manufacturing company, delivering multiple products including NEXiA Software, High Volume Prescription Fulfilment Systems, Retail Pharmacy Equipment, and Support Services for over 50 years. As iA continues to evolve, having the right people, processes, and technologies in place to drive growth over the next 50 years and beyond is the priority. iA is seeking a highly analytical and strategic Financial Planning & Analysis Manager to join our finance team. Reporting to the Sr. Director, FP&A, this role will serve as a key business partner to both General & Administrative (G&A) functions and Operations, providing financial insights and driving data-driven decision-making. The ideal candidate has experience in budgeting, forecasting, and leading teams through the annual operating plan (AOP) process. This individual will play a critical role in supporting financial planning, variance analysis, and strategic initiatives to optimize performance across the organization.
You will be responsible for building and maintaining the data models, plans and reports that decision-makers throughout iA will rely upon to ensure the successful implementation of our Strategic Plan. You will have the opportunity to work with and learn directly from senior leaders across the organization, leveraging your technical background and competencies in data modeling and financial storytelling to make meaningful contributions to iA’s growth.
This role requires a unique blend of financial acumen and tech savviness. Additionally, it requires attentiveness to detail, creativity to think beyond simplistic solutions, determination to accomplish difficult assignments, and flexibility to adapt within a rapidly changing organization.
What You'll Do
Compensation
The estimated base annual salary range for this position is $102,600 to $141,075, though a candidate’s base annual salary shall be determined on a range of factors, including, but not limited to, qualifications and experience. This position may additionally be eligible for an annual discretionary bonus.
What are the perks?
iA® (Innovation Associates®) is a pharmacy fulfillment company that provides an integrated platform of capabilities to support Centralized and Community Pharmacy Fulfillment Solutions. With over 30 years of experience in the pharmacy fulfillment business, we have developed and implemented a suite of automation and software solutions that help deliver quick and sustainable business results. Our integrated Pharmacy Fulfillment Platform enables scalable solutions that helps run the prescription fulfillment process from prescription acceptance to delivery, supporting dynamic design flexibility to service pharmacies in a variety of volumes and settings. Our solutions improve workflow, and increase efficiency, while enabling more time for pharmacists to focus on their patients. iA works with pharmacy providers in the Commercial, Health Systems, Government, and Mail Order/eCommerce markets. iA can help customers transform their pharmacy. For more information, visit iARx.com .
Our Mission: We partner with providers to transform pharmacy through our leading-edge software enabled fulfillment technology and partners to deepen the patient-pharmacist relationship, enhancing patient safety and choice while increasing operational efficiency. iA empowers pharmacists to focus on patient care. iA can run the prescription fulfillment process from start to finish, helping pharmacies manage fulfillment and inventory to help lower costs, improve efficiency, increase safety, and provide comprehensive Rx tracking and real-time support.
Our Products
iA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
iA is a dynamic software and manufacturing company, delivering multiple products including NEXiA Software, High Volume Prescription Fulfilment Systems, Retail Pharmacy Equipment, and Support Services for over 50 years. As iA continues to evolve, having the right people, processes, and technologies in place to drive growth over the next 50 years and beyond is the priority. iA is seeking a highly analytical and strategic Financial Planning & Analysis Manager to join our finance team. Reporting to the Sr. Director, FP&A, this role will serve as a key business partner to both General & Administrative (G&A) functions and Operations, providing financial insights and driving data-driven decision-making. The ideal candidate has experience in budgeting, forecasting, and leading teams through the annual operating plan (AOP) process. This individual will play a critical role in supporting financial planning, variance analysis, and strategic initiatives to optimize performance across the organization.
You will be responsible for building and maintaining the data models, plans and reports that decision-makers throughout iA will rely upon to ensure the successful implementation of our Strategic Plan. You will have the opportunity to work with and learn directly from senior leaders across the organization, leveraging your technical background and competencies in data modeling and financial storytelling to make meaningful contributions to iA’s growth.
This role requires a unique blend of financial acumen and tech savviness. Additionally, it requires attentiveness to detail, creativity to think beyond simplistic solutions, determination to accomplish difficult assignments, and flexibility to adapt within a rapidly changing organization.
What You'll Do
- Prepares Monthly/Quarterly Financial Packages on the Financial Performance of the Organization
- Coordinates with Key Business Partners and Leads on the Annual Budgeting Process by Cost Center and Monthly Forecasting
- Ensures that Decisions Makers are informed through timely, accurate reporting.
- Develops KPI tracking and dashboard reporting for leaders.
- Accountable for training end users on and maintaining the integrity of reporting over time.
- Trains leaders on the interpretation of financial trends and analyses and provides recommendations for optimization.
- Oversee the development of Supply and Demand Forecasts to support data-driven activities.
- Manage Headcount with People Team.
- Update, maintain and streamline financial models and reports that are strategic to the business and influence executive decision-making.
- Collaborate with departments including Finance, Marketing, Sales, Operations, Manufacturing, Software Development, Customer Success, and Executive Management in the preparation of the Annual Operating Plan and rolling forecasts.
- Create and optimize dynamic visuals to aid senior management in executing a high-velocity SaaS sales strategy in connection with our solution and segment goals.
- Prepare financial reports by collecting, formatting, and analyzing information to help identify business and process improvement opportunities.
- Perform departmental P&L reviews which include providing variance explanations for significant year-over-year and actual-to-plan line-item changes.
- Prepare and support reporting on business activities to measure success against corporate and business unit goals and KPIs.
- Lead quarterly business reviews (QBR’s) with departments across the organization.
- Support the delivery of external auditor requests as well as providing reports used in monthly closing processes and Board of Director meetings.
- Work in a team-based setting to provide financial and operational value-add reports for utilization by executive and field management.
- Provide ad-hoc financial analysis to assist decision making for executive management and other duties as assigned.
- Assist the Sr. Director, Financial Planning & Analysis and VP, Enterprise Data and Business Systems in enhancing corporate data management and reporting by designing, developing, implementing, and maintaining complex interactive interfaces and visualization applications using utilizing Salesforce, MAX, Dynamics GP, Kantata, ADP, Adaptive Planning, and Power BI.
- Continually extract, clean, validate, and store consistent corporate data.
- Work with internal partners to outline specific data responsibilities, definitions, ownership, and needs.
- Bachelor’s degree in accounting, Finance, or related field
- Minimum 10 years of experience in finance analytics
- Strong Excel user (pivot tables, lookups, etc.)
- Strong reporting skillset, including BI dashboarding.
- Ability to solve complex problems, strategically.
- Excellent communication and interpersonal skills – an Influencer
- Experience working with accounting general ledger packages.
- Strong analytical and critical thinking skills, particularly in financial planning and analysis
- Ability to extract insights from data and provide actionable analyses.
- Demonstratable knowledge of GAAP
- Demonstratable knowledge of Lean Practices, ERP/MRP, and other business systems
- Background in information technology and/or software is a definite advantage, particularly SaaS
- CFA or CMA certifications are a plus.
- Master’s degree is a plus.
- Experience with Dynamics GP, eci MAX, Salesforce, Power BI and/or Workday Adaptive
- Desire to use and/or leverage Artificial Intelligence (AI)
- Experience with Data Lakes
Compensation
The estimated base annual salary range for this position is $102,600 to $141,075, though a candidate’s base annual salary shall be determined on a range of factors, including, but not limited to, qualifications and experience. This position may additionally be eligible for an annual discretionary bonus.
What are the perks?
- Generous time off policy that allows you to put your family first
- Opportunity to work on the cutting edge of pharmacy automation in a high growth tech company
- Competitive benefits, salary, and talent development opportunities
- Commitment to professional development and working for a company where your voice is heard
iA® (Innovation Associates®) is a pharmacy fulfillment company that provides an integrated platform of capabilities to support Centralized and Community Pharmacy Fulfillment Solutions. With over 30 years of experience in the pharmacy fulfillment business, we have developed and implemented a suite of automation and software solutions that help deliver quick and sustainable business results. Our integrated Pharmacy Fulfillment Platform enables scalable solutions that helps run the prescription fulfillment process from prescription acceptance to delivery, supporting dynamic design flexibility to service pharmacies in a variety of volumes and settings. Our solutions improve workflow, and increase efficiency, while enabling more time for pharmacists to focus on their patients. iA works with pharmacy providers in the Commercial, Health Systems, Government, and Mail Order/eCommerce markets. iA can help customers transform their pharmacy. For more information, visit iARx.com .
Our Mission: We partner with providers to transform pharmacy through our leading-edge software enabled fulfillment technology and partners to deepen the patient-pharmacist relationship, enhancing patient safety and choice while increasing operational efficiency. iA empowers pharmacists to focus on patient care. iA can run the prescription fulfillment process from start to finish, helping pharmacies manage fulfillment and inventory to help lower costs, improve efficiency, increase safety, and provide comprehensive Rx tracking and real-time support.
Our Products
- Software
- Modular Hardware
- Sophisticated Counting and Collation Devices
- Solutions Driven
- Customer Centric
- Championing Diversity
- Empowering Ownership
- Trust Daringly
iA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Salary : $102,600 - $141,075
