Financial Planning Analyst

Company Overview

ReviveRX is a premier licensed pharmacy specializing in health, wellness, and restorative medicine. We go beyond traditional healthcare by addressing the root cause of health concerns, not just the symptoms, and leveraging cutting-edge technology. Through collaboration with innovative pharmacists, healthcare providers, and pharmaceutical manufacturers, we deliver highly personalized care tailored to each individual.

Our mission is simple yet transformative: to optimize treatments, revolutionize healthcare, and empower individuals to lead vibrant, healthy lives. Join us and be part of a team that is reshaping the future of personalized medicine and holistic wellness.

Position Summary

The FPA plays a key leadership role in overseeing financial operations, ensuring compliance, and driving efficiency within the accounting department. This position is responsible for managing accounting processes, developing financial strategies, and providing critical insights that support business growth. The ideal candidate is a strategic thinker with strong leadership skills, financial acumen, and a passion for continuous process improvement.

Key Responsibilities

Financial Leadership & Strategy

Lead and mentor a high-performing accounting team, fostering a culture of accountability, collaboration, and excellence.

Develop and implement financial strategies to support business growth and operational efficiency.

Accounting Operations & Compliance

Oversee the full-cycle accounting process, ensuring accurate and timely financial reporting.

Manage month-end, quarter-end, and year-end closing processes, including reconciliations and financial statement preparation.

Ensure compliance with Generally Accepted Accounting Principles (GAAP), tax regulations, and other financial reporting requirements.

Serve as the primary liaison for internal and external audits, maintaining thorough documentation and financial transparency.

Budgeting, Forecasting & Financial Analysis

Develop and manage annual budgets, forecasts, and cash flow projections.

Monitor financial performance, analyze variances, and recommend corrective actions to optimize profitability.

Provide in-depth financial analysis to support strategic planning and decision-making.

Process Improvement & Systems Optimization

Drive continuous improvement initiatives to enhance efficiency, accuracy, and automation of accounting processes.

Identify and implement best practices for financial reporting, internal controls, and risk management.

Leverage technology to optimize accounting systems, ensuring seamless integration with business operations.

Skills & Competencies

Leadership & Collaboration

Proven ability to lead, inspire, and manage an accounting team.

Strong interpersonal skills to collaborate effectively across departments and with external stakeholders.

Technical Expertise

Deep understanding of GAAP, financial reporting, tax regulations, and compliance standards.

Proficiency in ERP systems, QuickBooks, and advanced Microsoft Excel functions (pivot tables, VLOOKUP, financial modeling).

Analytical & Problem-Solving Skills

Strong ability to analyze financial data, identify trends, and develop actionable insights.

Detail-oriented with a commitment to accuracy and thoroughness.

Communication

Excellent written and verbal communication skills, with the ability to present complex financial information to non-financial stakeholders.

Experience creating financial reports and executive summaries for leadership teams.

Required Education and Experience

· Bachelor’s degree in Accounting, Finance, or a related field; CPA preferred.

· Minimum of 5-7 years of experience in accounting, with at least 2 years in a management role.