Senior Financial Planning Analyst

Revive Rx LLC.; Town of Texas (WI); On-site; USD 90,000 - 130,000; Full time

Job summary

Revive Rx LLC is seeking a Senior Financial Planning Analyst to lead financial planning, budgeting, and forecasting. This role will provide strategic insights to guide business decisions and optimize performance. Ideal candidates will have advanced Excel proficiency and extensive experience in financial analysis, particularly in the healthcare sector.

Qualifications

• Requires 10+ years experience in financial planning & analysis.
• Experience in healthcare, pharmacy, or wellness sectors is advantageous.
• Exceptional analytical skills with strong attention to detail.

Responsibilities

• Lead development of annual budgets and long-term financial plans.
• Provide strategic financial insights for business growth initiatives.
• Develop and maintain financial dashboards and reporting tools.

Skills

Financial Modeling

Data Analysis

Scenario Planning

Communication

Collaboration

Education

Bachelor’s degree in Finance, Accounting, Economics, or a related field

MBA or CPA

Tools

Microsoft Excel

ERP systems

QuickBooks

NetSuite

Job description

Join to apply for the Senior Financial Planning Analyst role at ReviveRX

2 weeks ago Be among the first 25 applicants

Join to apply for the Senior Financial Planning Analyst role at ReviveRX

Position Summary

We are seeking a highly analytical and strategic

Position Summary

We are seeking a highly analytical and strategic Senior 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.

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

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

PI271001672

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Pharmaceutical Manufacturing

Referrals increase your chances of interviewing at ReviveRX by 2x

Get notified about new Senior Financial Planning Analyst jobs in Texas, United States.

Finance Analyst, Financial Planning and Analysis, Cloud AI

Financial Planning and Analysis (FP&A) Leader

Austin, Texas Metropolitan Area 2 months ago

Senior Financial Analyst (Hanger Supply Chain)

Associate/Sr. Associate, Financial Planning & Analysis (FP&A)

Manage of FP&A (M&A), Hybrid 160K-170K+Bonus

Greater Houston $150,000.00-$170,000.00 1 week ago

Sr. Finance Plant Analyst - Manufacturing

Austin, TX $120,000.00-$150,000.00 3 days ago

Manager Finance Financial Planning & Analysis

Senior Finance Manager - Marketing, Loyalty, and Merchandising

Financial Planning & Analysis, Senior Associate - Corporate Stress Testing

IT Financial Planning & Analysis Business Leader

Fort Worth, TX $120,000.00-$130,000.00 3 days ago

Finance Manager - Fort Worth (140k-150k + Bonus)

Fort Worth, TX $140,000.00-$150,000.00 1 week ago

Austin, TX $78,000.00-$107,500.00 17 hours ago

Senior FP&A Analyst (Operations support)

Lewisville, TX $120,000.00-$140,000.00 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.