Manager, Financial Planning & Analysis

Polaris Pharmacy Services; Palm Aire (FL); On-site; USD 120,000 - 160,000; Full time

Job summary

Polaris Pharmacy Services seeks a Manager of Financial Planning & Analysis to own the annual operating plan, quarterly reforecasts, and long-range plan. You will build and maintain KPI dashboards, financial models, and executive-ready analyses to drive strategic decisions across pharmacy and infusion center operations.

The role includes supervising one Financial Analyst, developing FP&A processes, and partnering with treasury and operations to improve cash flow and capital efficiency.

Qualifications

• Bachelor's degree in finance, accounting, economics, or related field.
• MBA or CPA a plus.
• 6–8+ years of FP&A, corporate finance, investment banking, or consulting experience.
• Leadership or mentoring experience with at least 2 analysts.
• Strong Excel and advanced financial modeling capability.

Responsibilities

• Own and lead the annual operating plan end to end, coordinating with site and functional leaders.
• Lead the quarterly reforecast and long-range plan, updating outlooks and explanations.
• Develop and maintain KPI frameworks and monthly budget vs. actual analyses.
• Prepare executive presentations and board materials; enable decision velocity.
• Build and maintain financial models for strategic initiatives and M&A support.

Skills

Advanced Excel

Financial modeling

Forecasting

Strategic thinking

Leadership

Communication

AI tools in finance

Decision support

Education

Bachelor's degree in finance, accounting or economics

MBA or CPA a plus

Tools

Sage Intacct

Power BI

Adaptive

Anaplan

Job description

Position OverviewManager of Financial Planning & Analysis partners with the Vice President of Strategic Finance, the CFO, and operational leaders in driving financial visibility, operational performance, and long-term value creation.The core of this role is owning and leading Polaris's planning cycle: the annual operating plan, the quarterly reforecast, and the long-range plan. The Manager will also own monthly performance reporting and KPI development, and will build the financial models that help leadership translate operational initiatives into measurable financial outcomes. The role has one direct report, a Financial Analyst, with the team expected to evolve as the function grows.Cash Forecasting & Lender ReportingDevelop and maintain the 13-week cash flow forecast, providing visibility into liquidity and funding needs in collaboration with treasury leadSupport working capital analysis, including AR, inventory, and payables, to improve cash conversionPrepare financial analyses supporting lender reporting, covenant compliance calculations, and financing activities as neededTeam LeadershipSupervise, coach, and develop one direct report (Financial Analyst), with the team expected to evolve as the function grows; review work product for accuracy and qualityDocument FP&A processes and continuously improve tools, templates, and timelines, including integrating AI into planning and reporting workflowsAnnual Plan, Quarterly Reforecast & Long-Range Plan (Core of the Role)Own and lead the company's annual operating plan end to end, including the planning calendar, assumptions, templates, and coordination with pharmacy site and functional leadersOwn and lead the quarterly reforecast, updating the full-year outlook for revenue, gross margin, EBITDA, and cash, and explaining changes versus planOwn and lead the long-range plan, linking it to Polaris's strategic priorities, growth initiatives, and capital needsBuild site-level plans and forecasts for each pharmacy and infusion center that roll up to the consolidated planPresent the annual plan, quarterly reforecasts, and long-range plan to the VP of Strategic Finance and CFO, and prepare materials for executive and board reviewPerformance Management & KPI DevelopmentMaintain enterprise and site-level KPI frameworks and performance metricsPrepare monthly budget-vs-actual and forecast variance analysis, explaining drivers of revenue, gross margin, and EBITDATrack pharmacy-specific operating metrics such as prescriptions/doses dispensed, revenue and gross profit per script, census/beds served, drug cost and generic utilization, payer mix, and labor productivityPartner with Revenue Cycle Management to track cash collections, DSO, and AR aging trends and their impact on forecastsExecutive Reporting & Business InsightsPrepare the monthly financial reporting package for the VP of Strategic Finance and CFO, including materials that support executive and board-level reportingDevelop and maintain executive dashboards in partnership with Business IntelligenceTranslate financial data into actionable insights to inform leadership decision-makingDevelop and maintain best-in-class models and processes to enable decision velocityStrategic Financial ModelingBuild business case models and financial analyses to support strategic initiatives, joint ventures/partnerships, new customer contracts, and capital allocation decisionsConduct scenario and sensitivity analysis to assess risks, opportunities, and operational investments, including pharmacy site performance and network optimizationTrack post-investment performance of approved initiatives against their business casesMergers & Acquisitions SupportSupport evaluation of acquisition opportunities and strategic partnershipsBuild and maintain financial models including valuation analysis, return modeling, and synergy assessmentAssemble financial data and analyses in response to diligence and partner information requestsQualifications / ExperienceBachelor's degree in finance, accounting, economics, or related field; MBA or CPA a plus6–8+ years of experience in FP&A, corporate finance, investment banking, or consulting, including at least 2 years leading or mentoring analystsExpert-level Excel skills and advanced financial modeling capabilityStrong financial systems knowledge; experience with Sage (e.g., Sage Intacct) or an equivalent ERP strongly preferred; planning/BI tools (e.g., Power BI, Adaptive, Anaplan) a plusStrong understanding of three-statement financials, EBITDA drivers, and working capitalHealthcare services, pharmacy services, or multi-site healthcare experience preferred; familiarity with pharmacy reimbursement (Medicare Part D, Medicaid, PBM, and facility billing) a plusExperience supporting private equity-backed or high-growth organizations strongly preferredClear written and verbal communicator who can present findings to senior leadersComfortable using and integrating AI tools in finance (e.g., for forecasting, analysis, report automation, and drafting commentary), with sound judgment to validate AI-generated output and the ability to lead adoption within the team