FP&A Analyst - hybrid

Position Overview:

Shields Health Solutions is looking to hire a Business Financial Analyst on the Financial Planning & Analysis (FP&A) team, reporting to the Director of Finance, to work directly with the accounting, operations, and centralized functional leaders on financial analysis and cross functional projects. The FP&A team is charged with building and supporting the financial and analytical infrastructure to scale the 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. They 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 are provided distinct visibility into the operational model and growth-engine of one of the fastest-growing, nationally scaled healthcare enterprises. Given its unique position within the Company, team members will have high exposure to senior leaders and make a lasting impact on the Company. They will interact and be a key resource for leaders across the business as we unlock value for the Company and our customers.

FP&A professionals will be expected to focus real-time on the highest-priority financial and business KPIs and results. 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. You'll focus real-time on high-priority business issues and see your insights turned into impactful initiatives on a regular basis. The ideal teammates will be great communicators with outstanding interpersonal skills, exceptional analytical horsepower, have a growth-mindset, and possess the ability to work comfortably inside a highly entrepreneurial environment that is very results-oriented.

Representative Job Responsibilities and Duties:

• Work directly with the Strategic Finance team and Company leaders to execute and support key business priorities
• 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 in order to optimize revenue growth and gross margin opportunity
• Assist in implementing specialty pharmacy-related financial best practices at our customer sites (ex. Optimized purchasing procedures)
• 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
• Produce site-level financials (baseline analyses, gross margin analyses, monthly P&Ls, budgets, QBR support as needed, etc.) in a cadenced manner
• Support the development of the Company's customer-level operating model – refinement, updating, evaluating, and be the subject matter expert
• Collaborate cross-functionally, to identify, scope and monitor growth opportunities and initiatives (both revenue and margin)
• Support operations team 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
• Identify and lead site-level value creation strategies
• 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:

• Looking for 1-5 years of relevant FP&A experience
• Entrepreneurial attitude - willingness to roll up sleeves and work alongside team members to make things happen quickly and create value
• Must be highly motivated, results-driven professional who can thrive in a team-oriented environment
• Experience as an auditor in the healthcare space highly desirable
• Foundational understanding of business models
• Growth-mindset
• Exceptional Excel and Microsoft Office skills; including financial modeling and business visualization
• Highly analytical with strong attention to detail
• 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 is able to work independently, with limited oversight from managers
• Effective at multi-tasking; someone who enjoys and thrives wearing multiple hats at once
• Outstanding written and verbal communication skills
• Enthusiastic and service-oriented

Education:

• Bachelor's Degree

Location:

• Boston preferred

Compensation:

• Competitive Base Salary
• Annual Performance Bonus
• Employee Benefits