What are the responsibilities and job description for the Senior Financial Planning Analyst position at ReviveRX & Ways2Well?
Position Summary
We are seeking a highly analytical and strategic Senior Financial Planning Analyst (FPA) to drive financial planning, budgeting, forecasting, and business analysis for ReviveRX. This role partners closely with senior leadership and department heads to provide financial insights that guide key business decisions.
The ideal candidate brings a strong background in financial modeling, data analysis, and scenario planning, along with a proactive mindset focused on continuous improvement and performance optimization.
Key Responsibilities
Financial Planning & Analysis
Lead the development of annual budgets, rolling forecasts, and long-term financial plans.
Provide strategic financial insights and modeling to support business growth initiatives and new product/service launches.
Analyze monthly, quarterly, and annual results against budget/forecast and present key variances and recommendations.
Perform Actual vs Budget analysis and identify key drivers and trends
Costing and Pricing analysis
Conduct Product Costing analysis, manage the Product Costing model
Support Cost Strategy working with cross functional teams
Manage the Pricing model, Conduct Margin analysis, Price Plan Management
Reporting & Business Insights
Develop and maintain financial dashboards, KPI tracking tools, and executive reports.
Partner with cross-functional teams (Operations, Marketing, Sales, Supply Chain) to understand business drivers and identify opportunities for efficiency and growth.
Deliver clear, actionable financial reports and summaries to leadership teams.
Data & Scenario Modeling
Create and maintain robust financial models (P&L, cash flow, ROI analysis, breakeven, pricing scenarios).
Support ad hoc analysis related to investment opportunities, cost optimization, product performance, and margin improvement.
Support the Power BI Strategy
Process Improvement & Tools Optimization
Collaborate with accounting and IT to improve financial systems, reporting processes, and planning tools.
Identify automation opportunities to increase efficiency and accuracy in planning/reporting cycles.
Skills & Qualifications
Technical Skills
Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP, Power Query, modeling).
Strong experience with ERP systems and financial planning tools (QuickBooks, NetSuite, or similar).
Solid understanding of GAAP, cost analysis, and financial reporting practices.
Analytical & Communication Skills
Exceptional analytical mindset with strong attention to detail.
Ability to synthesize complex data into clear, concise insights.
Excellent verbal and written communication skills; comfortable presenting to leadership.
Collaboration & Initiative
Team player with strong interpersonal skills.
Ability to work independently in a fast-paced environment.
Proactive approach to identifying problems and proposing solutions.
Education & Experience
Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or CPA is a plus.
5 years of experience in financial planning & analysis, business analytics, or related roles.
Experience in the healthcare, pharmacy, or wellness sectors is a strong advantage.
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