Financial Analyst

POSITION SUMMARY   

The Financial Analyst reports to the Financial Analysis Manager and is responsible for preparing financial analysis, projections and forecasts for the company and monitoring actual results and trends.  

 ESSENTIALS ROLES AND RESPONSIBILITIES

1.  Assist in the preparation of annual corporate budgets and forecasts.
2. Develop models to compare actual results with budgets.
3. Identifying trends in financial performance and provide recommendations for improvement.
4. Prepare financial analysis and pricing models upon management request.
5. Responsible for maintaining Client Side Pricing Tool, including but not limited to: update contracted pricing, coordinate with IT to make necessary programming requested by client or management, and perform testing. 
6. Provide support as needed during the monthly accounting closing cycle.
7. Prepare reports, analysis, and presentations requested by customers and management.
8. Gather information necessary to prepare project viability comparison analysis (CAPEX Committee).
9. Determine cost of operations by establishing standard costs, collecting operational data.
10. Reconciles transactions by comparing and correcting data, drug cost control and   reporting.
11. Coordinate with IT department the creation and validation of different reports required by management to    analyze business trends and activities.
12. Maintains technical knowledge by attending educational workshops, reviewing publications (NCPDP). 
13. Protects operations by keeping financial information confidential.
14. Contributes to team effort by accomplishing related results as needed.
15. Other tasks and responsibilities as required by Supervisor.   

TRAINING & EDUCATION   

• BBA major in Finance or Accounting.   

LICENSURE / CERTIFICATION   

• CMA or CPA, preferred.   

PROFESSIONAL EXPERIENCE   

• Five (5) or more years of experience in a combination of financial analysis, budgeting, and accounting closing cycle.  
• PBM and/or Medicare experience, preferred.  

 PROFESSIONAL COMPETENCIES   

Knowledge:   

•  Expert Knowledge in MS Office, mainly Excel and Power BI. 
• Basic SQL knowledge and Access, preferred. 
• Fully bilingual English and Spanish.   

Skills:

• Strong analytical skills. 
• Great presentation skills.
• Good oral and written communication skills.   

Abilities:   

• Excellent time management and organizational ability.  
• Ability to multitask and meet constant deadlines.   
• Adaptability to changing structures and situations.  

PHYSICAL AND MENTAL DEMANDS

• The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. While performing the duties of this job, the employee is regularly required to talk or hear, sit, stand, and walk.
• The position requires that the weight be lifted, and force is exerted up to 50 pounds.
• Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

ENVIRONMENTAL AND WORKING CONDITIONS

• This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. Require evening or weekend work.

PharmPix is an Equal Employment Opportunity Employer Minorities / Females / Disable / Veterans