Financial Analyst, FP&A

Overview

Topco Associates is currently seeking a Financial Analyst for the Finance team in Itasca, IL. This position will be a hybrid role, with the successful candidate conducting work in our Itasca office three times per week and virtually twice per week.

Topco’s mission is to deliver solutions that help our member owners, regional retailers, and wholesalers achieve a competitive advantage. We are committed to building high-performing, diverse teams that reflect the communities we serve and drive innovation across our business.

This position is responsible for financial support of the Pharmacy Program at Topco, including but not limited to the annual budgeting process, monthly financial forecasting, and the delivery of ad-hoc reporting. The successful individual will partner with the business to help ensure financial reporting is understood, provide insights and recommendations to aid in decision making, and advise stakeholders regarding key sourcing decisions and their financial impacts on the program P&L.

Responsibilities

ESSENTIAL JOB FUNCTIONS:

1. Analyze and track Pharmacy sales, purchases, and rebates; completely understand how these elements are reflected in Topco’s financial statements.
2. Develop the annual Pharmacy Program Budget and Monthly Financial Forecasts
3. Provide variance analysis, ad-hoc analysis, and determine key financial drivers behind performance
4. Data Analysis and Reporting
5. This role requires technical acumen to mine and synthesize data from multiple sources, build complex financial models, and create a cohesive analysis appropriate for executive level review
6. This role requires the ability to report and present complex results to senior management in a clear and concise manner
7. Ability to develop and communicate financial models for new business lines, channel optimization, and evolving market dynamics driven by economic and regulatory changes.
8. Motivated, organized self-starter who is comfortable working directly and proactively with key business stakeholders

PERFORMANCE EVALUATION CRITERIA:

• Accurate, complete, and consistent financial information reported on a timely basis, in accordance with established requirements and deadlines
• Continuous assessment and development of departmental reports, dashboards, analysis, and processes; suggest and implement process improvements and automation
• Ability to understand, model, and convey complex information to key stakeholders in a simple, understandable manner
• Effective collaboration with multiple departments and levels in the organization
• Strong verbal and written communication skills

Qualifications

Education:

Four-year college degree preferred in Economics, Finance, or Accounting

Technical skills:

• Strong analytical skills and the ability to recognize trends
• Ability to synthesize, cleanse, and analyze data from multiple sources
• Knowledge and understanding of relational databases (structure, tables, joins, queries), especially SQL
• Proficiency in Microsoft Office suite of products including Excel, Access, and Powerpoint
• Tableau, Salesforce, Power BI, SAP, SAP BW, SAP BI, SAP Business Objects, SAP Hana, or SAP BPC experience a plus
• Understanding of current Generally Accepted Accounting Principles (GAAP)

Previous experience:

• 2-5 years of professional experience

Other qualifications:

• Excellent analytical and problem-solving skills
• Good business acumen and the ability to understand how business models drive value
• Clearly communicate to others both verbally and in writing; communicate effectively across the organization, including with leadership, peers, and technical resources
• Excellent organizational skills and attention to detail
• Ability to analyze data and information to independently create effective solutions and analyses
• Self-starter who can work with minimal supervision, prioritize competing projects, and consistently meet deadlines
• Demonstrates a clear grasp of the fundamental drivers of the organization’s financial success
• Expands knowledge of the company beyond own department
• Experience with sales and expense planning
• Ability to understand, simplify, and interpret complex data for key stakeholders

Topco strives for an inclusive workplace that reflects our member shopper’s communities. If your experience similarly reflects what you see listed in the job description, please consider applying, as individuals come with a wealth of experience and talent beyond just the technical requirements of a job. Diversity of experience and skills combined with passion is a key to innovation and excellence; therefore, we encourage individuals from all backgrounds to apply to our positions.

Topco is an equal employment opportunity employer, dedicated to a policy of non-discrimination in employment on any basis, including age, sex, color, race, creed, national origin, ancestry, religion, sexual orientation, marital status, political belief, veteran's status, or disability that does not prohibit performance of essential job functions. Please let us know if you require accommodations during the interview process.

Salary Range

Benefits

• Medical coverage through Blue Cross Blue Shield (PPO and HDHP offered)
• Health Savings Account
• Dental coverage
• Vision coverage
• Annual flexible spending accounts
• Tuition Reimbursement
• Competitive 401(k) match
• Generous PTO offered