5-8 years in financial planning analysis, corporate finance, or accounting
Bachelor’s Degree in Finance, Accounting, or related field
Proficiency in advanced Excel and financial modeling
Requirements:
Serve as the primary liaison between finance, operations, procurement, AP, and external vendors
Oversee month end close activities and prepare variance commentary
Manage vendor budget processes and ensure alignment with organizational goals
Develop quarterly and annual forecast and budgets aligned with strategic objectives
Job description
Our client, a Retail Pharmacy company, is looking for a Financial Planning & Analysis for their Remote location.
Responsibilities:
Cross-Functional Collaboration – Serve as the primary liaison between finance, operations, procurement, AP, external vendors, and other internal and external teams. Address all inquiries related to budgeting, forecasting, and reporting processes, ensuring clear communication and effective resolution of issues.
Month End Close – Oversee month end close activities by tracking AP spend, booking/releasing accruals, updating actuals and preparing comprehensive variance commentary to highlight significant deviations from budgeted expectations.
Vendor Budgeting – Manage vendor budget processes including the monthly presentation of volume and sales, alongside related KPI’s.
Ensure alignment with organizational goals and provide insights to optimize vendor performance.
Forecasting and Budgeting – Develop quarterly and annual forecast and budgets that align with the company’s strategic objectives.
Continuous Improvement – Drive initiatives to enhance reporting structures and methodologies that improve the accuracy and reliability of budgeting and forecasting processes.
This role is responsible for managing financial planning, forecasting, and reporting for the Internal Telesales and Strategy budget of over $150M+.
The individual will provide strategic insights to senior leadership, ensuring alignment with organizational goals.
Candidates should possess strong analytical skills, communication abilities, and experience in collaborating across functions like Finance and Operations.
A successful track record of managing large budgets and delivering accurate, timely financial reports is essential.
The position also involves influencing decision-making, validating forecast and accrual assumptions, and supporting initiatives through data analysis and scenario modeling.
Requirements:
Exp: Targeting 8-10 yrs total
Verifyable High School Diploma or GED Required
5-8 years of progressive experience in financial planning & analysis, corporate finance, or accounting
Demonstrated expertise in month-end close, accrual accounting, variance analysis, and forecasting
Strong analytical skills with proven ability to translate financial data into actionable business insights
Proficiency in advanced Excel, financial modeling, and strong business acumen
Experience managing budgets over $100M, including multi-year forecasts and scenario modeling
Excellent written and verbal communication skills, with the ability to present complex information to executive audiences
Ability to manage multiple priorities and deadlines in a fast-paced environment
Experience in healthcare, insurance, or multi-unit corporate environments
Proficient in cost optimization strategies, performance metric evaluation, and KPI analysis
Demonstrated management in cross-functional initiatives and process improvement projects
Strong change management skills with the ability to implement new financial processes or tools effectively
Bachelor’s Degree in Finance, Accounting, or related field (Required)
