Senior Financial Planning Analyst

Revive Rx LLC.; Town of Texas (WI); On-site; USD 70,000 - 110,000; Full time

Job summary

An established industry player in pharmaceutical manufacturing is on the lookout for a highly analytical Senior Financial Planning Analyst. In this pivotal role, you'll drive financial planning, budgeting, and forecasting, providing invaluable insights that shape strategic business decisions. Collaborating closely with senior leadership, you will lead the development of financial models and dashboards, ensuring data-driven decisions. The ideal candidate will possess advanced Excel skills, experience with ERP systems, and a proactive approach to process improvement. If you're ready to make a significant impact in a dynamic environment, this opportunity is for you.

Qualifications

• 5+ years of experience in financial planning & analysis or business analytics.
• Bachelor’s degree in Finance, Accounting, or Economics required.

Responsibilities

• Lead the development of annual budgets and rolling forecasts.
• Create and maintain robust financial models and dashboards.

Skills

Microsoft Excel

ERP Systems

Financial Planning Tools

GAAP Knowledge

Analytical Skills

Communication Skills

Collaboration Skills

Education

Bachelor’s degree in Finance

MBA or CPA

Tools

QuickBooks

NetSuite

Power BI

Job description

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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

1. 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.
2. 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.
3. 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.
4. 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.
5. 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

1. 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.
2. 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.
3. 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.
4. 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.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Pharmaceutical Manufacturing