Financial Analyst

Polaris Pharmacy Services; Palm Aire (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Polaris Pharmacy Services is seeking a Financial Analyst to join its Strategic Finance team in Florida. You will own the planning cycle—annual plan, quarterly reforecast, and long-range plan—plus monthly performance reporting for multi-site pharmacies and infusion centers.

You will build and maintain complex financial models in Excel, leverage Sage Intacct, Power BI, and SQL, and provide actionable insights to finance and operations leaders.

Qualifications

• 2–4 years of experience in FP&A, corporate finance, public accounting, banking, or consulting.
• Expert-level Excel proficiency and a proven track record of building and maintaining complex models.
• Strong financial systems knowledge and ERP experience preferred (Sage Intacct) with Power BI or SQL a plus.
• Comfort with AI tools in finance and ability to explain numbers to non-finance partners.

Responsibilities

• Support the annual operating plan, quarterly reforecast, and long-range plan.
• Build and maintain site-level models for pharmacies and infusion centers with enterprise consolidation.
• Prepare monthly plan-vs-actual and variance commentary for leadership.
• Develop KPI dashboards (prescriptions, revenue, labor productivity) with BI validation.
• Perform ad hoc analyses for business cases, pricing, and site performance reviews.
• Assist with cash flow forecasting, AR/inventory/payables tracking, and lender reporting.

Skills

Excel expert

Advanced Excel formulas

Data analysis

Clear communicator

Education

Bachelor's degree in finance, accounting, economics, or related field

Tools

Sage Intacct

Power BI

SQL

Job description

Position OverviewPolaris Pharmacy Services is seeking a Financial Analyst to join its Strategic Finance team. Reporting to the Manager of FP&A, the Analyst will be a key contributor to the company's planning cycle — the annual operating plan, the quarterly reforecast, and the long-range plan — and to monthly performance reporting.The Analyst will build and maintain site-level models for our pharmacies and infusion centers, analyze results against plan, and turn data into clear insights for finance and operational leaders. This is a strong opportunity for a self-starting finance professional to gain broad exposure to healthcare finance, executive reporting, and strategic projects in a growing, multi-site organization. Expert-level Excel proficiency is a core requirement: much of this role is spent building, maintaining, and improving the models behind our plans, forecasts, and reports.Key ResponsibilitiesAnnual Plan, Quarterly Reforecast & Long-Range PlanSupport the annual operating plan by preparing templates, gathering inputs from site and functional leaders, and consolidating resultsPrepare and update site-level plans and forecasts for each pharmacy and infusion center that roll up to the consolidated planUpdate the quarterly reforecast, including supporting schedules for revenue, drug cost, labor, and operating expensesMaintain the long-range plan model and supporting assumptions under the direction of the Manager of FP&AReporting & Variance AnalysisPrepare monthly plan-vs-actual and reforecast variance reports at the enterprise and site levelsResearch variances with Accounting and operational leaders and draft clear, concise commentaryAssist in preparing the monthly financial reporting package and executive presentation materialsKPI & Dashboard SupportMaintain KPI reporting, including prescriptions/doses dispensed, revenue and gross profit per script, census/beds served, payer mix, and labor productivityPartner with Business Intelligence to validate data and improve dashboards and automated reportsFinancial Modeling & Ad Hoc AnalysisBuild and update models supporting business cases, new customer contracts, pricing, and site performance reviewsSupport M&A, joint venture, and partnership analyses by gathering data and maintaining model inputsComplete ad hoc analyses requested by finance leadershipCash & Working Capital SupportSupport updating the weekly 13-week cash flow forecast with actual receipts and disbursementsTrack AR, inventory, and payables trends in partnership with Revenue Cycle Management and PurchasingHelp prepare schedules supporting lender reporting and covenant calculationsProcess ImprovementIdentify opportunities to automate recurring reports and reduce manual work, including by applying AI toolsDocument reporting processes, data sources, and model assumptionsQualifications / ExperienceBachelor's degree in finance, accounting, economics, or related field2–4 years of experience in FP&A, corporate finance, public accounting, banking, or consultingExpert-level Excel proficiency (core requirement), with a proven track record of building and maintaining complex financial models (see Excel Expertise above)Strong financial systems knowledge; experience with Sage (e.g., Sage Intacct) or an equivalent ERP strongly preferred; Power BI, SQL, or planning-system experience a plusComfortable using and integrating AI tools in finance work (e.g., for analysis, reconciliations, report automation, and drafting commentary), with sound judgment to validate AI-generated outputSolid understanding of financial statements and accounting fundamentalsHealthcare, pharmacy, or multi-site services experience a plusStrong attention to detail, organization, and ability to manage multiple deadlinesClear communicator who can explain numbers to non-finance partnersExcel Expertise (Core Requirement)The Financial Analyst must be an Excel expert. Candidates should be able to demonstrate:Advanced formulas and functions – XLOOKUP/INDEX-MATCH, SUMIFS/COUNTIFS, nested logic, dynamic arrays, and date and text functionsFinancial model building – driver-based budget, forecast, and long-range plan models that link revenue, drug cost, labor, and operating expenses to EBITDA and cashModel design best practices – clean structure, separated inputs and outputs, consistent formatting, error checks, and models others can easily follow and auditScenario and sensitivity analysis – data tables, scenario toggles, and what-if analysis for business cases and reforecastsData handling at scale – pivot tables, Power Query, and Power Pivot to clean, combine, and analyze large ERP and operational data exports across many sitesConsolidation and roll-ups – linking site-level files for pharmacies and infusion centers into a consolidated enterprise viewAutomation – streamlining recurring reports; macros/VBA experience a plusPresentation-ready outputs – clear charts, summary tables, and reports for finance and executive leadership