Director of Financial Planning & Analysis

ZipRecruiter; Baltimore (MD); Remote; USD 80,000 - 140,000; Full time

Job summary

An established industry player is seeking a Director of Financial Planning & Analysis to lead budgeting, forecasting, and financial reporting. This role involves preparing detailed financial analyses, collaborating with various teams, and presenting insights to management and the Board. The ideal candidate will have extensive experience in financial modeling, exceptional analytical skills, and proficiency in tools like Excel and Power BI. Join a values-driven organization committed to improving lives through exceptional pharmacy services, where your contributions will make a significant impact on strategic decision-making and operational excellence.

Benefits

Medical, dental, and vision plans

Employer paid long-term coverage

Life insurance

Employer matched 401K plan

Paid time off

Paid holidays

Qualifications

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

Responsibilities

• Prepare detailed budgets and financial forecasts.
• Draft materials for management and Board presentations.
• Oversee data integrity and perform variance analyses.

Skills

Financial Analysis

Budgeting

Forecasting

Excel

PowerPoint

Analytical Skills

Communication Skills

Education

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

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.

Benefit Summary

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 coverage and life insurance; an employer matched 401K plan; paid time off and paid holidays.

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, national origin, age, disability, or expression, sexual orientation, genetic information, 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.