Senior Financial Analyst, Corporate FP&A

MCKESSON; Irving (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

McKesson is seeking a P3 Senior Financial Analyst to support planning, forecasting, close, and reporting for Financial Shared Services. The role partners with FSS leadership and provides financial insights to drive strategic and operational goals in a dynamic FP&A environment.

The ideal candidate will have a strong data analytics background, advanced Excel, and experience with visualization tools like Power BI, enabling effective executive-level summaries and decision support.

Qualifications

• 3+ years of experience analyzing financial statements, forecasts, month-end close, and budgets.
• Bachelor’s degree in Finance, Accounting, Business Administration or relevant field of study.

Responsibilities

• Partner with FSS leadership to develop annual expense budgets, forecasts, and long-range plans.
• Perform monthly close duties.
• Prepare executive level summaries and presentations to explain monthly results using reports.
• Review key expense variances and their impact on future months results.
• Manage large datasets and improve reporting through automation and visualization tools.

Skills

Data analytics

Visualization tools

MS Excel

Collaboration

Communication

Confidentiality

Problem solving

Analytical thinking

Education

Bachelor's degree in Finance/Accounting/Business Administration

Tools

Power BI

Hyperion Planning/SAP

Job description

McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve – we care.

What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow’s health today, we want to hear from you.

Current Need

The McKesson Corporate FP&A team is hiring a P3 Senior Financial Analyst to provide financial planning and analysis support for Financial Shared Services (FSS). Ideally, this candidate will be local to the Dallas / Fort Worth TX area, but we may consider candidates located near other McKesson HUB sites (Columbus OH, Atlanta GA, The Woodlands TX).

Position Description

This role offers an exciting opportunity to join a dynamic and talented FP&A organization within the Corporate FP&A team. The Senior Financial Analyst will serve as a finance partner to FSS leadership, supporting planning, forecasting, close, reporting, and financial insights that help the organization achieve strategic and operational goals. The individual will have visibility into enterprise priorities and financial trends and will be expected to collaborate across teams while maintaining the confidentiality of sensitive data. A successful candidate will challenge the status quo, translate data into actionable insights, and identify opportunities to improve reporting, processes, and decision support. The ideal candidate should be analytical, proactive, flexible, and possess a strong drive to meet and exceed expectations.

• Partner with FSS leadership to develop annual expense budgets, forecasts, and long-range plans
• Perform monthly close duties
• Prepare executive level summaries and presentations to explain monthly results using both established and ad hoc reports
• Review key expense variances and their impact on future months results to ensure accurate forecasting
• Manage large datasets and improve reporting through automation and visualization tools and enhanced database capabilities.
• Provide guidance to FSS leaders to help them achieve business, productivity, and spending goals
• Identify opportunities to share best practices and standardize reporting across the department
• Conduct monthly P&L reviews to provide insights into financial performance and balance of year expectations
• Collaborate with business partners to ensure risks to forecasts are appropriately identified and communicated
• Support FSS business partners’ needs and create business cases as needed
• Identify opportunities to streamline and/or automate existing processes
• Leverage new tools and technologies (e.g., Power BI) to track key performance indicators such as volume and productivity
• Perform other ad hoc analysis as needed

Minimum Requirements

• 3+ years of experience analyzing financial statements, forecasts, month-end close, and budgets.

Critical Skills

• Exceptional data analytics and research skills to identify trends and provide resolutions to an moderately complex business needs
• Experience creating and managing visualization tools
• Proficiency in utilizing financial systems to consolidate and report on plans and forecasts.
• Advanced MS Excel skills to manage and create reports that drive decisions.
• Strong internal customer service and ability to collaborate across teams
• Exceptional communications skills (clear and concise communication to senior leadership)
• Ability to maintain confidentiality of sensitive financial data.
• Ability to work with moderate guidance in areas of knowledge.
• Ability to provide resolutions to moderately complex problems.

Additional Skills

• Experience with Hyperion Planning/SAP is preferred
• Experience utilizing Power BI is preferred

Education Requirements

• Bachelor’s degree with an emphasis in Finance, Accounting, Business Administration or relevant field of study

Career Level

P3