Financial Analyst

Job Description

Job Description

POSITION SUMMARY

The Financial Analyst reports to the Financial Analysis Manager and is responsible for preparing financial analysis, pricing models, data analysis and reports for the company and monitoring actual results and trends.

ESSENTIAL ROLES AND RESPONSIBILITIES

1. Prepare financial analysis and pricing models upon management request.
2. Perform data analysis by collecting and analyzing data & patterns, presenting findings, facilitating informed decision-making and problem resolution.
3. Prepare reports, analysis, and presentations requested by customers and management.
4. Reconciles customer’s actual performance with contract terms and definitions on a monthly, quarterly and/or annual basis. Also, provide responses to submitted findings and perform corrections as necessary.
5. Identifying trends in financial performance and provide recommendations for improvement.
6. Provide support as needed during the monthly accounting closing cycle.
7. Responsible for maintaining Client Side Pricing Tool, including but not limited to: updating contracted pricing, coordinating with IT department to make necessary programming requested by client or management, and perform testing.
8. Coordinate with IT department the creation and validation of different reports required by management to analyze business trends and activities.
9. Maintains technical knowledge by attending educational workshops, reviewing publications (NCPDP).
10. Protect operations by keeping financial information confidential.
11. Contributes to team effort by accomplishing related results as needed.
12. Other tasks and responsibilities as required by Supervisor.

TRAINING & EDUCATION

• BBA major in Finance or Accounting.

LICENSURE / CERTIFICATION

• CMA or CPA, preferred.

PROFESSIONAL EXPERIENCE

• Five (5) or more years of experience in a combination of financial analysis, reporting and accounting closing cycle.
• PBM and/or Medicare experience, preferred.

PROFESSIONAL COMPETENCIES

Knowledge:

• Expert Knowledge in MS Office, mainly Excel and Power BI.
• Basic SQL knowledge, preferred.
• Fully bilingual English and Spanish.

Skills:

• Strong analytical skills.
• Great presentation skills.
• Good oral and written communication skills.

Abilities:

• Excellent time management and organizational ability.
• Ability to multitask and meet constant deadlines.
• Adaptability to changing structures and situations.

PHYSICAL AND MENTAL DEMANDS

• The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. While performing the duties of this job, the employee is regularly required to talk or hear, sit, stand, and walk.
• The position requires that the weight be lifted, and force is exerted up to 50 pounds.
• Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

ENVIRONMENTAL AND WORKING CONDITIONS

• This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. Require evening or weekend work.

PharmPix is an Equal Employment Opportunity Employer Minorities / Females / Disable / Veterans