Job Overview

Role: FP&A Analyst. Department: Finance. Location: Remote.

Eligibility / Qualification Required:

Position Overview:
Shields Health Solutions is looking to hire an FP&A Analyst, reporting to the Director, FP&A to work directly with the accounting, operations, and functional leaders on financial analysis and cross functional projects. The FP&A team is tasked with building and supporting the financial and analytical infrastructure to scale our rapidly growing company. The team functions as the go-to group for customer-level finance and accounting support, gross profit improvement initiatives, and analytical insights at the customer level to drive growth and profitability. The FP&A Analyst will be responsible for partnering with the business on a regional level to support all financial matters with respect to analysis and planning. Members of the FP&A team have distinct visibility into the operational model and growth-engine of one of the fastest-growing, nationally scaled healthcare enterprises. Given FP&A’s unique position within the Company, team members will have significant exposure to senior leadership while making a lasting impact on the Company’s trajectory.
The ideal candidate will be expected to prioritize in real-time the most impactful financial and business KPIs that ultimately drive results on behalf of our clients. The FP&A team acts as the engine behind our month end close process, completing P&Ls for each of our partner sites and distributing results and analytical commentary to executive and senior level leadership. You can expect to define and drive detailed analyses to derive insights that will underpin key business decisions, help define and track key performance metrics for the company, and act as a financial partner to our leadership teams. The ideal teammate will be a great communicator with outstanding interpersonal skills, exceptional analytical horsepower, have a growth-mindset, and possess the ability to work comfortably within an entrepreneurial environment that is intensely results-oriented.
Responsibilities:

Produce site-level financials (heavy involvement in monthly P&Ls, baseline analyses, gross margin analyses, budgets, QBR support as needed, etc.) in a cadenced manner
Track granular economic factors in the business and how changes may affect our forecasts, margins and financials and communicate timely throughout the organization
Maintain detailed analyses of the financials, standard reporting packages and provide support to core business partners with ad hoc requests
Assess and analyze each customers’ detailed revenue and cost of goods sold information to optimize revenue growth and gross margin opportunity
Access and retrieve information and data from various systems and reporting tools. Collaborate with IT and others to develop improvements to systems, automate process flows and reports to facilitate distribution of actionable data
Review monthly results and provide summative analysis to management and core business partners in a timely manner
Collaborate cross-functionally, to identify, scope and monitor growth opportunities and initiatives (both revenue and margin)
Support operations teams and core business partners with thoughtful financial insights and proactively communicate to business partners
Develop data-driven business cases and evaluation criteria for growth and efficiency-oriented initiatives
Build financial and operational metrics and dashboards to report key insights
Support other FP&A workstreams as needed (examples: ERP and operational data integration, quarterly board materials, investor materials, month-end close process)

Skills and Position Requirements:

1-3 years of relevant financial analyst experience (Healthcare/Pharmacy experience is a plus)
Highly analytical with strong attention to detail
Effective at multi-tasking; someone who enjoys and thrives wearing multiple hats at once
Exceptional Excel and Microsoft Office skills; including financial modeling and business visualization
Must be highly motivated, results-driven professional who can thrive in a team-oriented environment
Entrepreneurial attitude - willingness to roll up sleeves and work alongside team members to make things happen quickly and create value
Experience as an auditor in the healthcare and/or pharmacy space highly desirable
Foundational understanding of business models
Growth-mindset
Capable of solving complex business problems
Values-oriented, data-driven decision-making style
Ability to distill complex issues into structured frameworks and concrete action plans
Ambitious, reliable, and self-starter who can work independently, with limited oversight from managers
Outstanding written and verbal communication skills
Enthusiastic and service-oriented

Education:
Bachelor’s Degree in Finance/Business/Healthcare preferred
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Shields Health Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

How to Apply:

Apply online through the official Shields Health Solutions Greenhouse job page.
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FP&A Analyst

Job Overview

Eligibility / Qualification Required:

How to Apply:

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