Manager, FP&A – Pharmacy

CareTria; United States; On-site; USD 90,000 - 120,000; Full time

Job summary

A leading healthcare provider in the United States is seeking a Manager, FP&A – Pharmacy. This position serves as a key financial leader, responsible for forecasting and performance management across the pharmacy sector. The ideal candidate will have 5–7 years of FP&A experience, expertise in financial modeling, and proficiency in tools such as NetSuite and Power BI. This role provides the opportunity to work collaboratively with business unit leaders to drive financial insights and uphold operational excellence.

Qualifications

• 5–7 years of FP&A or financial analysis experience, preferably within pharmacy services.
• Demonstrated experience partnering with operational leaders to influence decisions.
• ERP implementation or ERP-based FP&A experience (preferably NetSuite).

Responsibilities

• Lead monthly, quarterly, and annual forecasting cycles for the Pharmacy business.
• Develop and maintain Power BI and NetSuite dashboards tracking KPIs.
• Partner with Accounting for visibility around invoice activity and accruals.

Skills

Advanced Excel

Financial modeling expertise

Business intelligence tools

Analytical skills

Communication skills

Education

Bachelor's degree in finance, Accounting, or related discipline

MBA, CPA, or CMA preferred

Tools

NetSuite

Power BI

Salesforce

Job description

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Overview

The Manager, FP&A – Pharmacy is a key financial leader responsible for forecasting, analytics, and performance management across Knipper Health’s Pharmacy business. This role partners directly with Business Unit (BU) leaders to provide forward‑looking financial insights, model operational outcomes, and drive informed decision‑making that improves growth, profitability, and execution.

The position will play an active role in the NetSuite ERP implementation, building scalable financial models, performance dashboards, and business processes that enhance visibility and control. The Manager, FP&A will also work closely with accounting to ensure full transparency into invoices, work statements, and accruals, maintaining alignment between financial reporting and operational deliver.

Responsibilities

• stingLead monthly, quarterly, and annual forecasting cycles for the Pharmacy business, integrating operational drivers (script volume, reimbursement, labor, and fulfillment costs).
• Build and maintain driver‑based financial models that connect business activity to revenue and margin outcomes.
• Develop and manage budget models, scenario planning, and sensitivity analyses for both recurring and project‑based work.
• Deliver financial narratives that explain performance drivers, variances, and strategic implications to BU leader.

Performance Analytics & Reporting

• Develop and maintain Power BI and NetSuite dashboards tracking KPIs such as gross margin %, DSO, AR aging, script trends, client profitability, and cost‑to‑serve.
• Produce and present monthly management reporting packages to BU and executive leadership with insights and recommendations.
• Conduct variance analysis and root‑cause assessments on revenue, cost, and operating performance.
• Support leadership with ad‑hoc analyses related to pricing, client performance, and operational efficiency.

Strategic Pricing & Profitability

• Develop and analyze client pricing models, ensuring appropriate alignment between service scope, reimbursement terms, and cost structure.
• Partner with BU leaders to assess the financial impact of new business opportunities, client renewals, or scope changes.
• Evaluate product, client, and program profitability; recommend optimization strategies for margin improvement.

Accounting & Cross‑Functional Alignment

• Partner with Accounting to ensure visibility and alignment around invoice activity, work statements, accruals, and revenue recognition.
• Assist in developing standardized processes within NetSuite for accurate financial tracking and reporting.
• Support month‑end close by validating key assumptions, accruals, and adjustments.
• Ensure data accuracy and consistency between operational systems, NetSuite, and reporting tools.

Tools, Process Improvement & Systems Implementation

• Play a leadership role in the NetSuite implementation, ensuring FP&A workflows, reporting structures, and data models are designed for scalability and transparency.
• Identify and implement automation opportunities across reporting and forecasting functions.
• Establish standardized templates, KPIs, and data definitions for financial reporting and analytics.

The above duties are meant to be representative of the position and not all‑inclusive. Qualifications and requirements are as follows.

Qualifications (Required)

• Bachelor’s degree in finance, Accounting, or related discipline.
• 5–7 years of FP&A or financial analysis experience, preferably within pharmacy services, health‑care distribution, or patient‑support programs.
• Demonstrated experience partnering with operational leaders to influence business decisions.
• ERP implementation or ERP‑based FP&A experience (preferably NetSuite).

Preferred Education and Experience

• MBA, CPA, or CMA.
• Exposure to Salesforce, Power BI, or similar business intelligence tools.

Knowledge, Skills & Abilities

• Advanced Excel and financial modeling expertise; strong proficiency in BI tools (Power BI, Tableau).
• Deep analytical and business acumen, with the ability to connect operational metrics to financial performance.
• Excellent communication and presentation skills for influencing non‑financial leaders.
• Proven ability to operate effectively in a fast‑paced, matrixed environment.
• Process‑driven mindset with an emphasis on system optimization and continuous improvement.
• High integrity, accountability, and professional judgment.

Physical Requirements

• Location of job activities: 10% inside, noise and/or vibrations exposure, stand and sit for prolonged period.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.