Hybrid Remote Financial Planning & Analysis Analyst

Summit Access Solutions,LLC; Pittsburgh (Allegheny County); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Vanscoy Rare Pharmacy seeks a Financial Analyst to support budgeting, forecasting, variance analysis, and compliance efforts. The role involves building complex financial models for the organization and special projects, with a focus on improving reporting and decision-making tools.

The analyst will collaborate with department leaders to develop budgets, monitor KPIs, and assist with monthly close and banking activities. A strong foundation in accounting and ERP systems is required.

Qualifications

• Bachelor's degree in accounting, finance or related field.
• 1+ years of relevant experience.
• 1+ years in building and presenting financial models.
• Advanced Excel skills including pivot tables.
• Enterprise Resource Planning experience.
• Skilled in the use of report writing in an ERP system.
• Proficient at building financial models.
• Thorough understanding of bookkeeping practices and procedures, with ability to train others.
• Thorough understanding of methods of systems analysis and the principles, design, and procedural methods used in big data analysis.
• Thorough understanding of project management.
• Strong attention to detail.
• Ability to follow verbal and written instructions, multitask, prioritize, and organize efficiently.
• Strong numeracy and analytical skills.
• Experience with Microsoft Word, Excel, and PowerPoint, as well as with accounting software.

Responsibilities

• Analyze financial data and create financial models to support operational, strategic, and financial decision making at Senior Management level
• Build complex financial models and forecasts for the business as a whole, as well as for unique initiatives and projects, conducting sensitivity and scenario analysis as necessary
• Support processes associated with monthly close, invoicing, accounts receivable, accounts payable, banking, revenue cycle management, accounting, and other day-to-day financial operations.
• Support banking management, including the processing and application of customer cash receipts and resolution of posting discrepancies, recording and review of daily banking transactions,
• Support the administration of financial compliance frameworks, including SOC1 and financial statement audits, maintenance of control narratives, support of control management, and management of communications with key stakeholders
• Collect, review, validate, and upload evidence associated with financial compliance frameworks, providing support to other departments responsible for complying with financial controls
• Perform periodic internal control reviews and identify documentation or process gaps
• Collaborate with department leaders to develop and periodically restate budgets for the organization
• Participate in monthly close and variance analysis processes to assess financial performance against plans and expectations, investigating variances with other departments as requested
• Develop short- and long-term financial forecasts
• Create, maintain, and update financial statements, databases and spreadsheets, and generates various financial reports as required
• Track various financial key indicators (KPIs) and objectives. Analyze trends in KPIs.
• Periodically distribute data with analysis to Senior Leadership team
• Navigate the company’s ERP system to collect and analyze financial data
• Collaborate with departments to develop financial efficiencies and process improvements within the team’s work streams
• Lead special projects to improve reporting, analytical tools and internal processes to enhance management decision making
• Conduct data gathering to support financial analysis initiatives.
• Gain a holistic understanding of Vanscoy Rare’s financial environment, as well as that of associated companies, so as to provide insights and recommendations
• Other duties as assigned

Skills

Advanced Excel

Financial analysis

Financial modeling

ERP experience

Attention to detail

SQL (preferred)

Education

Bachelor's degree in accounting/finance

Tools

ERP system

Accounting software

Job description

Vanscoy Rare Pharmacy seeks a Financial Analyst to support budgeting, forecasting, variance analysis, and compliance efforts. The role involves building complex financial models for the organization and special projects, with a focus on improving reporting and decision-making tools.

The analyst will collaborate with department leaders to develop budgets, monitor KPIs, and assist with monthly close and banking activities. A strong foundation in accounting and ERP systems is required.