FP&A Analyst

General Description 

Equiscript is seeking a Financial Analyst who will drive the FP&A activities of the organization. Reporting to the Sr Financial Analyst, this role will assist management with strategic decision-making through accurate and timely reporting and analysis, budgeting and forecasting, and long-range business planning. The right candidate will be inquisitive, will problem solve and partner with our controller and all other department constituents, and will be hyper-focused on the company results and providing valuable insight for opportunities missed based on thoughtful analytics.

Key Responsibilities 

• Create and/or maintain monthly/quarterly/yearly financial reporting package

• Analysis and reporting of actual results vs budget, forecasts, prior periods

• Strategic alignment with department heads for the preparation of budgets and forecasts 

• Update a rolling forecast monthly to align with the overall budget strategy or new, known variables that would impact the yearly plan.

• Maintain and amend revenue model that incorporates pharmacy mix, operational metrics, and known variables to properly forecast revenue on an ongoing basis

• Develop KPI reporting for Pharmacies, clients, and Equiscript

• Develop ROI models to justify large expenditures and projects

• Ensure that long-range business plan targets and milestones are on track

• Create & maintain a cash flow forecast to determine cash availability and needs

• Ad-hoc analysis as needed by management

• Additional financial duties as necessary 

Professional Qualities 

• Professional demeanor with the ability to quickly develop trust, anticipate problems, and diffuse concerns. 

• Ability to perform comfortably in a fast-paced, high-intensity, deadline-oriented work environment. 

• Self-starter, initiator, strong presentation, interpersonal, and consultative skills a must. 

• Strong communication skills, both verbal and written, with people of all types, including the ability to genuinely display warmth and empathy. 

• Capacity to manage multiple tasks simultaneously, with the ability to adjust to changing priorities and processes and achieve deadlines under pressure. 

• Detail-oriented, with strong organizational skills, both analytical and problem-solving, and the ability to work with confidential documents. 

• Ability to work independently after training. 

Preferred Experience 

• 3+ years of experience in a FP&A role or position-related field 

• Bachelor's degree in accounting/finance or related field required.

• Experience and proficient PC skills (Outlook, Microsoft Apps, web-based programs, Salesforce.com experience strongly preferred, excel) 

• Work with ERP systems a plus - Equiscript currently uses NetSuite

• Work with integrated reporting systems a must (e.g. Hyperion, Equiscript currently uses Solution 7 that integrates Excel with NetSuite)

• Knowledge in writing SQL queries a plus 

• Pharmacy / Specialty Pharmacy experience a plus

• 340B knowledge from health center, pharmacy, administrator, or consulting a plus

Physical Requirements 

• Requires the ability to sit or stand for long periods, occasional stooping, and reaching; May require lifting up to 25 pounds; requires a normal range of vision and hearing with or without accommodations. 

Additional Information 

• Cleared Background Check Required 

Employment Information 

• Position is Remote 

• Benefits include health plan, dental, vision, paid time off 

• 401k with up to 4% match