Senior Financial Planning Analyst

ReviveRX; Houston (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Senior Financial Planning Analyst to enhance financial planning, budgeting, and analysis. This pivotal role involves collaborating with senior leadership to provide strategic insights that drive business decisions. The ideal candidate will possess a strong background in financial modeling and data analysis, with a proactive mindset focused on continuous improvement. You will lead the development of budgets and forecasts, conduct product costing analysis, and create robust financial models. Join a dynamic team where your analytical skills will significantly impact business growth and operational efficiency.

Qualifications

• 5+ years of experience in financial planning & analysis or related roles.
• Strong experience with ERP systems and financial planning tools.

Responsibilities

• Lead annual budgets, rolling forecasts, and long-term financial plans.
• Develop financial dashboards and reports for leadership teams.

Skills

Financial Modeling

Data Analysis

Scenario Planning

Advanced Excel

Communication Skills

Collaboration

Education

Bachelor’s degree in Finance

MBA or CPA

Tools

QuickBooks

NetSuite

Power BI

Job description

Position Summary

We are seeking a highly analytical and strategicSenior Financial Planning Analyst (FPA)to drive financial planning, budgeting, forecasting, and business analysis for ReviveRX. This role partners closely with senior leadership and department heads to provide financial insights that guide key business decisions.

The ideal candidate brings a strong background in financial modeling, data analysis, and scenario planning, along with a proactive mindset focused on continuous improvement and performance optimization.

Key Responsibilities

Financial Planning & Analysis

Lead the development of annual budgets, rolling forecasts, and long-term financial plans.

Provide strategic financial insights and modeling to support business growth initiatives and new product/service launches.

Analyze monthly, quarterly, and annual results against budget/forecast and present key variances and recommendations.

Perform Actual vs Budget analysis and identify key drivers and trends

Costing and Pricing analysis

Conduct Product Costing analysis, manage the Product Costing model

Support Cost Strategy working with cross functional teams

Manage the Pricing model, Conduct Margin analysis, Price Plan Management

Reporting & Business Insights

Develop and maintain financial dashboards, KPI tracking tools, and executive reports.

Partner with cross-functional teams (Operations, Marketing, Sales, Supply Chain) to understand business drivers and identify opportunities for efficiency and growth.

Deliver clear, actionable financial reports and summaries to leadership teams.

Data & Scenario Modeling

Create and maintain robust financial models (P&L, cash flow, ROI analysis, breakeven, pricing scenarios).

Support ad hoc analysis related to investment opportunities, cost optimization, product performance, and margin improvement.

Support the Power BI Strategy

Process Improvement & Tools Optimization

Collaborate with accounting and IT to improve financial systems, reporting processes, and planning tools.

Identify automation opportunities to increase efficiency and accuracy in planning/reporting cycles.

Skills & Qualifications

Technical Skills

Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP, Power Query, modeling).

Strong experience with ERP systems and financial planning tools (QuickBooks, NetSuite, or similar).

Solid understanding of GAAP, cost analysis, and financial reporting practices.

Analytical & Communication Skills

Exceptional analytical mindset with strong attention to detail.

Ability to synthesize complex data into clear, concise insights.

Excellent verbal and written communication skills; comfortable presenting to leadership.

Collaboration & Initiative

Team player with strong interpersonal skills.

Ability to work independently in a fast-paced environment.

Proactive approach to identifying problems and proposing solutions.

Education & Experience

Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or CPA is a plus.

5+ years of experience in financial planning & analysis, business analytics, or related roles.

Experience in the healthcare, pharmacy, or wellness sectors is a strong advantage.