Job Title: Financial Planning Analyst Department: Finance
Company Overview
ReviveRX is the premier licensed pharmacy specializing in health, wellness, and restorative medicine. We go beyond traditional healthcare by treating the source, not just the symptoms, and leveraging cutting-edge technology. Collaborating with innovative pharmacists, healthcare providers, and pharmaceutical manufacturers, we deliver highly personalized care tailored to the needs of every individual.
Our mission is simple yet powerful: to optimize treatments, revolutionize healthcare, and empower individuals to lead vibrant, healthy lives. Join us and be a part of a team that is reshaping the future of personalized medicine and holistic wellness.
Equal Employment Opportunity (EEO) and Affirmative Action Commitment
ReviveRX is committed to fostering an inclusive environment that values diversity and provides equal employment opportunities to all. We actively promote affirmative action for underrepresented groups and ensure that all employment decisions are free from discrimination based on race, color, religion, gender, sexual orientation, national origin, age, disability, or any other status protected by law.
Reasonable Accommodations Statement
We are dedicated to creating an environment where every individual can perform to the best of their ability. Reasonable accommodations will be made for qualified individuals with disabilities to enable them to fulfill the essential functions of their role.
Position Summary
The Financial Planning Analyst is an integral part of our finance team, responsible for driving financial visibility, forecasting, and strategic decision-making. This role combines data-driven analysis with actionable insights to support the company's long-term goals. The ideal candidate will have a strong analytical mindset, advanced technical skills, and the ability to communicate complex financial information effectively.
Key Responsibilities Financial Planning and Analysis (FP&A):Develop, maintain, and refine financial models for forecasting, budgeting, and long-term planning.Analyze financial performance by comparing actual results with forecasts and identifying key variances.Collaborate with department heads to provide financial insights and align planning with company objectives.Reporting and Insights:Prepare comprehensive financial reports, including dashboards and key performance indicators (KPIs), for senior leadership.Identify trends, risks, and opportunities, providing actionable recommendations to stakeholders.Support executive decision-making with scenario analyses and "what-if" modeling.Operational Support:Conduct profitability and cost analyses to enhance operational efficiency.Partner with accounting to ensure accurate and timely financial reporting.Monitor cash flow and recommend strategies for optimizing financial resources.Strategic Initiatives:Assist in evaluating business cases for new initiatives, investments, and projects.Perform competitive analysis and benchmarking to support market positioning.Play a key role in mergers, acquisitions, or other strategic growth opportunities, including financial due diligence.System and Process Improvements:Enhance financial planning processes through automation and the use of advanced tools.Develop best practices to improve the accuracy and efficiency of financial operations.Stay updated on industry trends and emerging technologies to continuously optimize processes.Skills and Competencies Technical Expertise:Advanced knowledge of financial modeling, budgeting, and forecasting techniques.Strong proficiency in Excel, with experience in building complex models (e.g., pivot tables, macros, VLOOKUP).Experience with Power BI, ERP systems and financial planning tools (e.g., Hyperion, Adaptive Insights, or similar).Analytical Thinking:Exceptional analytical skills with the ability to interpret data, identify patterns, and provide actionable recommendations.Detail-oriented with a focus on accuracy and thoroughness in all deliverables.Communication:Excellent verbal and written communication skills, with the ability to present complex financial data to non-financial stakeholders.Experience preparing and delivering presentations to senior leadership.Collaboration:Ability to work cross-functionally with teams, building strong relationships across departments.A proactive problem-solver who can handle multiple priorities and deadlines.Physical RequirementsRegularly required to sit, stand, walk, and use hands for typing and data entry.Occasionally required to lift objects up to 25 pounds.Work is primarily conducted indoors in a climate-controlled environmentTravel
Minimal travel is required, typically for training, business-related meetings, or conferences.
Qualifications Education and Certifications:Bachelor's degree in Finance, Accounting, or a related field (required).CFA, CPA, or FP&A certification (preferred).Experience:3-5 years of experience in financial planning, budgeting, or analysis roles.Demonstrated experience in advanced financial modeling and reporting.Previous experience in healthcare, pharmaceuticals, or a related industry is a plus.Technical Skills:Advanced proficiency in Excel, financial planning software, and reporting tools.Familiarity with ERP systems (e.g., QuickBooks, SAP, Oracle).