Strategic FP&A Manager – Planning, Analytics & Leadership

Polaris Pharmacy Services; Fort Lauderdale (FL); On-site; USD 110,000 - 160,000; Full time

Job summary

Polaris Pharmacy Services in Ft Lauderdale, FL is seeking a Manager of Financial Planning & Analysis to partner with the VP Strategic Finance, CFO and operations to drive financial visibility and long-term value creation.

The role owns the planning cycle (annual plan, quarterly reforecast, long-range plan) and leads monthly performance reporting and KPI development, building financial models that translate operational initiatives into outcomes.

Qualifications

• Bachelor's degree in finance or related field; MBA/CPA a plus.
• 6–8+ years FP&A, corporate finance, investment banking, or consulting experience with 2+ years leading/mentoring analysts.
• Expert Excel and advanced financial modeling.
• Experience with Sage Intacct or similar ERP; planning/BI tools (Power BI, Adaptive, Anaplan) a plus.
• Strong understanding of three-statement financials, EBITDA drivers, and working capital.
• Healthcare/pharmacy services or multi-site healthcare experience preferred; PE-backed/high-growth exposure a plus.
• Clear written and verbal communicator to present to senior leaders.
• Comfort with AI tools in forecasting, analysis, reporting; ability to lead adoption.

Responsibilities

• Own and lead 13-week cash flow forecast and lender reporting.
• Analyze AR, inventory, and payables to improve cash conversion.
• Prepare analyses supporting covenant compliance and financing activities.
• Supervise one direct report and develop FP&A processes; document workflows and integrate AI into planning and reporting.
• Own annual operating plan, quarterly reforecasts, and long-range plan; coordinate with pharmacy sites and leaders.
• Build site-level forecasts that roll up to the consolidated plan; present plans to senior leadership.
• Maintain KPI frameworks; perform monthly budget vs. actual and variance analyses.
• Prepare monthly reporting package; develop executive dashboards; translate data into actionable insights.
• Develop financial models for strategic initiatives; conduct scenario and sensitivity analyses.
• Support M&A opportunities with valuation analyses and diligence responses.

Skills

Excel expertise

Financial modeling

Communication skills

AI in finance

Financial data visualization

Sage Intacct

Power BI

Adaptive

Anaplan

Three-statement analysis

Education

Bachelor's degree in finance, accounting, economics, or related field

MBA or CPA

Tools

Sage Intacct

Power BI

Adaptive

Anaplan

Job description

Polaris Pharmacy Services in Ft Lauderdale, FL is seeking a Manager of Financial Planning & Analysis to partner with the VP Strategic Finance, CFO and operations to drive financial visibility and long-term value creation.

The role owns the planning cycle (annual plan, quarterly reforecast, long-range plan) and leads monthly performance reporting and KPI development, building financial models that translate operational initiatives into outcomes.