Sr. Financial Analyst

McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care.

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Position Summary:
The Senior Financial Analyst on the FSS FP&A team partners closely with business and finance leaders to own SG&A OpEx, with a strong focus on headcount and workforce planning. This role leads budgeting, forecasting, close, and analytics for assigned BUs, delivering clear insights, accurate forecasts, and proactive risks and opportunities. The analyst serves as a trusted advisor, builds scalable financial models, supports the adoption of new technologies (e.g., Power BI and planning tool implementations), and continuously improves processes while fostering collaboration, inclusion, and a culture of excellence.

In addition to core FP&A responsibilities, this role will support digital finance initiatives across reporting, forecasting, and performance management. The Analyst will collaborate with Finance Transformation, IT, and Data teams to enhance FP&A tools, improve data quality, and assist in automating processes. This role will also contribute to expanding self-service analytics capabilities to better support business decision-making.

Key Responsibilities:
As part of a shared services FP&A organization, this role promotes a strong team culture grounded in inclusion, collaboration, respect, and the consistent application of standard work to deliver high-quality, reliable outcomes. The team operates as a Center of Excellence, embracing an agile, innovative, and efficient mindset while continuously improving processes and tools in alignment with McKesson's i2CARE and LEADRx principles and values.

• Would have an ownership mindset for the assigned business unit(s) (BUs) operating expenses numbers and headcount.
• Expected to develop a good working relations /rapport with BU and BU finance leadership (VPs/Directors)
• Strive to understand assigned BUs business/operations, with an objective to become the go-to person that BU leaders call/lean on for input & insights on headcount and SG&A line items.
• Develops and maintains various financial models to support BUs decision-making related to headcount and OPEX
• Responsible for preparing periodic close files/packages
• Responsible for workforce planning - headcount and employee cost budgeting.
• Strive to solicit & consolidate new information from different/all sources and systems to update forecast with an aim to improve forecast accuracy
• Proactively build / call out risks and opportunities (R&O)
• Manage annual planning processes communicating targets, creating budgets, professionally handling BUs requests (bottom up)
• Responsible for getting your assigned BUs master data/org changes/reporting dimensions updated / keep current
• Think on your feet to troubleshoot issues (system, process), most efficient way to compile required data/dimensions/timeline for ad hoc asks, prioritize BUs asks professionally
• Leverage Data/analytics tools (e.g. Power BI) and techniques to efficiently phaseout legacy excel bases files/reports/models
• Assist with other ad-hoc analytics, projects, and requests
• Open to learning and asking for guidance

Finance Technology & Analytics Enablement

• Support the adoption, standardization, and continuous improvement of FP&A processes
• Assist in gathering business requirements and translating them into reporting and analytics solutions
• Contribute to the development and enhancement of FP&A reporting using FDP, Power BI, and enterprise tools
• Identify opportunities to automate recurring processes (e.g., forecasting support, variance reporting, distribution of reports) and help with implementation
• Leverage AI-enabled finance tools (e.g., Copilot) responsibly to improve efficiency, insight generation, and overall productivity

Minimum Job Qualifications

Degree or equivalent and typically requires 4+ years of relevant experience

Preferred Job Qualifications (Knowledge, Skills, & Abilities):

• Advanced proficiency in financial modeling, Microsoft Excel and Data Analytics tools (Intermediate-level Power BI skills, SQL a plus).
• Proficient in Microsoft Suite [Advanced Excel (power query, power pivot a plus), Proficient PowerPoint, SharePoint & Outlook]
• Experience working (user/super user) with FP&A systems - NetSuite ERP, SAP ERP, SAC
• 5+ years of FP&A experience - Clear/strong understanding of financial statements and relevant accounting principles.
• Experience with generating management reports and SG&A budgeting/forecasting

Additional Knowledge and Skills

• Strong attention to detail, with a focus on accuracy, quality, and timely follow-up
• Solid data literacy, with the ability to evaluate data quality, consistency, and usability
• Continuous improvement mindset, with interest in simplifying and digitizing finance processes
• Effective interpersonal and communication skills, with ability to collaborate across teams

Success in This Role Looks Like

• Deliver FP&A support to Business Unit Finance and Operations in a timely and high-quality manner
• Work independently while maintaining regular communication with operations to provide context and insights behind analyses
• Contribute to transformation initiatives by supporting projects, generating improvement ideas, and helping advance a more automated, scalable, and insight-driven FP&A environment

Career Level

IC-Professional-P3

At McKesson, we care about the well-being of the patients and communities we serve, and that starts with caring for our people. That's why we have a Total Rewards package that includes comprehensive benefits to supportphysical, mental, and financial well-being. Our Total Rewards offerings serve the different needs of our diverse employee population and ensure they are the healthiest versions of themselves. For more information regarding benefits at McKesson, pleaseclick here.

As part of Total Rewards, we are proud to offer a competitive compensation package at McKesson. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered.

We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, pleaseclick here.

Our Base Pay Range for this position

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