Sr. Financial Analyst

General Description 

Equiscript is seeking a Sr Financial Analyst that will own the FP&A activities of the organization. Reporting to the CFO, 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 Accounting and Finance team and all other department leaders and personnel. This candidate must be very comfortable with often complex financial modeling and forecasting and will have a passion for absorbing large amounts of data from multiple sources, performing root cause analysis and experience with presenting results in a thoughtful and meaningful way.

Key Responsibilities 

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

• Create and maintain budgets and forecasts periodically including Income Statements, Balance Sheet and Cash flow Statement through strategic partnership with finance team and all department heads. 

• Partner with controller in maintaining Cash Flow Forecast in comparison with Budget/ Forecasts 

• Report on financial performance with variance analysis and key driver effects on Revenue, Expenses, Investment Activities, Financing activities, Capital Expenditures

• Create invoices for specific pharmacy chains and work with internal/external stakeholders to troubleshoot. 

• Assess market, industry and customer / product changes and determine how such changes affect our forecast. 

• Produce presentation materials as required to inform leadership of the status of the business. 

• Report on Key Performance Indicators and evaluate trends to identify challenges and opportunities quickly and accurately.

• Track activity from sales pipeline to bookings to implementation to realized revenue so as to inform leadership of detailed results against expectations.

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

• Ad-hoc analysis as needed by leadership / management.

• Additional financial duties as necessary 

Professional Qualities 

• Professional demeanor with 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 constituents of all types, including the ability to genuinely display warmth and empathy. 

• Capacity to manage multiple tasks simultaneously, with 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 and to make immediate impact in demonstration of confidence and bringing past experience to current role. 

Preferred Experience 

• 5+ years of experience in a FP&A role or related position. 

• Bachelor degree in Finance or related field.

• Experience and proficient PC skills (Microsoft, Outlook, Sharepoint, Excel a must, web-based programs 

• Comfort using accounting systems (Netsuite in particular) and related CRP (ie: salesforce) and ERP systems

• Knowledge in writing SQL queries a plus, but in particular a comfort level in working with internal resources to obtain the information needed to do the work. 

• Pharmacy / Specialty Pharmacy experience a plus

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

Physical Requirements 

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

Additional Information 

• Cleared Background Check Required 

Employment Information 

• Position Remote 

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

• 401k with up to 4% match