Director of Financial Planning & Analysis

Altruix; Annapolis (MD); Remote; USD 90,000 - 150,000; Full time

Job summary

An established industry player is seeking a Director of Financial Planning & Analysis to lead budgeting and forecasting efforts. This role involves preparing detailed financial reports, conducting variance analyses, and collaborating with various teams to ensure financial integrity. The ideal candidate will possess strong analytical skills, a solid background in finance, and proficiency in tools like Excel and Power BI. This position offers the flexibility of remote work with occasional travel, making it a perfect opportunity for those looking to make a significant impact in a values-driven organization committed to exceptional pharmacy services.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401K Plan

Paid Time Off

Paid Holidays

Long-term Disability Coverage

Life Insurance

Qualifications

• 8-10 years of relevant financial analysis and modeling experience.
• Strong Excel and PowerPoint skills are essential.

Responsibilities

• Prepare and maintain detailed budgets and financial forecasts.
• Consolidate and publish monthly financial KPI scorecards.

Skills

Financial Analysis

Budgeting

Forecasting

Analytical Skills

Communication Skills

Excel

PowerPoint

Education

BA/BS in Accounting

BA/BS in Finance

BA/BS in Economics

MBA

Tools

Sage Intacct

Power BI

Job description

Job Summary

Reporting directly to the Vice President of FP&A, the Director of Financial Planning & Analysis will prepare and maintain detailed budgets, forecasts, monthly financial reporting packages, Board materials and ad hoc financial analyses. Role is eligible for remote work, with periodic travel to the Baltimore/Annapolis, MD area.

Main Responsibilities

• Prepares the detailed annual operating budget and financial forecast models.
• Partners with the Controller to draft the monthly financial reporting package and conduct related variance analyses.
• Consolidates and publishes monthly financial and operational KPI scorecard.
• Performs variance analysis and prepares related commentary.
• Drafts materials for management and Board presentations.
• Publishes daily gross margin report by pharmacy location.
• Leads calculation of quarterly sales commissions.
• Prepares cash flow forecast and related reporting.
• Supports due diligence activities, ROI analysis, M&A and related transactions.
• Oversees and maintains integrity of data warehouse and related tools.
• Prepares analyses in support of the annual audit.
• Works collaboratively with Accounting, Revenue Cycle Management and Procurement teams.
• Performs additional ad hoc analyses as required.

Minimum Qualifications

• BA/BS or equivalent in Accounting, Finance, or Economics.
• 8-10 years of relevant financial analysis and modeling experience.
• Prior experience building budgets/forecasts.
• Strong Excel and PowerPoint skills.
• Exceptional analytical and communication skills.

Preferred Qualifications

• MBA preferred.
• Prior experience in Management Consulting, Private Equity, Investment Banking or Corporate Development, particularly in a healthcare setting, preferred.
• Pharmacy or PBM industry experience strongly preferred.
• Knowledge of Sage Intacct G/L and Power BI systems preferred.
• Collaborative style, can-do attitude and high intellectual curiosity preferred.

Company Values

Altruix is a values driven organization striving to fulfill our mission - to improve the lives of people through exceptional, caring pharmacy services - with HEART.

Hopeful - We believe in the power of the human spirit, that every person matters, and we find a way to say yes.

Ethical - We do what is right with honesty, integrity, and transparency.

Accountable - We take ownership of problems, welcome feedback, and seek continuous improvement.

Respectful - We treat every person with kindness and listen with an open mind.

Team-oriented - We put clients and providers first, act with humility, and work together for the well-being of others.

Benefits

Altruix offers a competitive salary and a comprehensive benefit package which includes medical, dental and vision plans through CareFirst (a Blue Cross Blue Shield plan); employer paid long-term disability coverage and life insurance; an employer matched 401K plan; paid time off and paid holidays.

Equal Opportunity Employer

Altruix is an Equal Opportunity Employer and does not discriminate in recruiting, hiring, placement, training, promotion, termination, layoff, recall, transfers, leaves of absence, compensation, and other employment practices on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, genetic information, disability status, protected veteran status, or any other trait protected by federal, state, or local laws. Altruix is a drug-free work environment and requires pre-employment drug and alcohol testing as a condition of employment.