Jobot
Senior Financial Analyst - MBA
Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below.
This Jobot Job is hosted by: Melanie Courtney Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $85,000 - $110,000 per year
A bit about us:
Our client's mission is to facilitate the success of independent pharmacy, allowing for optimum patient care in the community and long term care environments.
Why join us?
Medical Dental Vision 401k with employer match Employer-paid Short-Term/Long-Term Disability and AD&D
Job Details
Why This Role?
As our Senior Financial Analyst FP&A Manager, you’ll be at the heart of strategic decision-making, driving financial visibility and performance management across the organization. You’ll collaborate with business leaders, support the CFO, and help shape the future of our finance operations through data-driven analysis, forecasting, and innovative financial insights.
What You’ll Do
Develop and maintain monthly financial forecasts, annual budgets, and multi-year projections (P&L, balance sheet, and cash flow). Partner with business leaders to analyze financial performance, identify key drivers, trends, and risks/opportunities. Prepare monthly management reporting packages with variance analysis versus budget, forecast, and prior year. Support the CFO with board-level reporting, strategic planning, and liquidity management initiatives. Drive improvements in cash flow forecasting, working capital analytics, and scenario modeling. Enhance financial models and dashboards to improve visibility into profitability, operating trends, and business performance. Assist with banking and covenant compliance reporting, including the Fixed Charge Coverage Ratio (FCCR) and other ABL metrics. Develop KPIs, scorecards, and analytical tools to monitor business and operational performance. Collaborate with Accounting and other departments to ensure consistency between financial reporting and operational metrics. Contribute to the implementation of new financial systems, tools, and reporting automation (e.g., Power BI, Great Plains enhancements, etc.).
What We’re Looking For
Highly analytical with strong attention to detail and accuracy. Proven ability to synthesize complex data into clear, actionable insights. Strong business acumen with the ability to influence cross-functional teams. Excellent communication and presentation skills; comfortable working with executives and department leaders. Self-starter who thrives in a fast-paced and evolving environment.
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA or CPA preferred. 3+ years of progressive experience in FP&A, financial analysis, or corporate finance (8+ years for Manager level). Advanced proficiency in Excel; experience with Power BI, Great Plains, or other ERP systems preferred. Experience in distribution, healthcare, or pharmaceutical industries a plus. Understanding of cash flow, working capital, and financial covenant compliance preferred.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below.
This Jobot Job is hosted by: Melanie Courtney Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $85,000 - $110,000 per year
A bit about us:
Our client's mission is to facilitate the success of independent pharmacy, allowing for optimum patient care in the community and long term care environments.
Why join us?
Medical Dental Vision 401k with employer match Employer-paid Short-Term/Long-Term Disability and AD&D
Job Details
Why This Role?
As our Senior Financial Analyst FP&A Manager, you’ll be at the heart of strategic decision-making, driving financial visibility and performance management across the organization. You’ll collaborate with business leaders, support the CFO, and help shape the future of our finance operations through data-driven analysis, forecasting, and innovative financial insights.
What You’ll Do
Develop and maintain monthly financial forecasts, annual budgets, and multi-year projections (P&L, balance sheet, and cash flow). Partner with business leaders to analyze financial performance, identify key drivers, trends, and risks/opportunities. Prepare monthly management reporting packages with variance analysis versus budget, forecast, and prior year. Support the CFO with board-level reporting, strategic planning, and liquidity management initiatives. Drive improvements in cash flow forecasting, working capital analytics, and scenario modeling. Enhance financial models and dashboards to improve visibility into profitability, operating trends, and business performance. Assist with banking and covenant compliance reporting, including the Fixed Charge Coverage Ratio (FCCR) and other ABL metrics. Develop KPIs, scorecards, and analytical tools to monitor business and operational performance. Collaborate with Accounting and other departments to ensure consistency between financial reporting and operational metrics. Contribute to the implementation of new financial systems, tools, and reporting automation (e.g., Power BI, Great Plains enhancements, etc.).
What We’re Looking For
Highly analytical with strong attention to detail and accuracy. Proven ability to synthesize complex data into clear, actionable insights. Strong business acumen with the ability to influence cross-functional teams. Excellent communication and presentation skills; comfortable working with executives and department leaders. Self-starter who thrives in a fast-paced and evolving environment.
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA or CPA preferred. 3+ years of progressive experience in FP&A, financial analysis, or corporate finance (8+ years for Manager level). Advanced proficiency in Excel; experience with Power BI, Great Plains, or other ERP systems preferred. Experience in distribution, healthcare, or pharmaceutical industries a plus. Understanding of cash flow, working capital, and financial covenant compliance preferred.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy