Financial Analyst

Job Description

Job Description

POSITION SUMMARY

The Rebates Financial Analyst is responsible for preparing rebate submissions, validating claims data, tracking manufacturer payments, and supporting financial reconciliation and client reporting.

ESSENTIAL ROLES AND RESPONSIBILITIES

Rebate Operations & Administration

• Prepare manufacturer rebate submissions and supporting data files
• Validate eligible claims against rebate contract requirements
• Track submission timelines and manufacturer or intermediaries’ payment status
• Investigate and resolve discrepancies related to utilization, eligibility, or payment amounts
• Maintain rebate documentation and audit trails

Data Analysis & Validation

• Reconcile expected versus received rebate payments
• Perform trend and variance analyses to identify payment issues
• Validate data inputs for completeness and accuracy prior to submission
• Support ad hoc rebate analyses requested by Finance or Management

Financial & Close Support

• Assist with rebate receivable and payable calculations and true‑ups
• Support month‑end and quarter‑end close activities
• Provide data and explanations for finance and accounting teams
• Help ensure rebate data aligns with financial reporting and internal controls

Client Reporting & Audit Support

• Assist in preparing client rebate reports (earned, paid, owed)
• Support responses to client rebate inquiries and audits
• Compile documentation requested during internal or external reviews
• Ensure outputs align with client contractual terms

Process Documentation & Improvement

• Maintain and update standard operating procedures (SOPs)
• Identify opportunities to improve data accuracy, efficiency, or automation
• Support system testing or process changes as needed

TRAINING & EDUCATION

• Bachelor’s degree in finance, Accounting, Business, Economics, Analytics, or related field

PROFESSIONAL EXPERIENCE

• 2–4 years of experience in healthcare operations, rebates, finance, or data analysis

• Experience working with:
  • Manufacturer rebates or chargeback processes
  • PBMs, health plans, or healthcare financial operations

PROFESSIONAL COMPETENCIES

Knowledge:

• Fully Bilingual English and Spanish

• Strong proficiency in Microsoft Excel
• PowerBI
• Basic SQL knowledge and Access
• Financial Analysis
• Budgeting
• Accounting Closing Cycle Process

Skills:

• Analytical and problem‑solving mindset
• Proven attention to detail and ability to work with large data sets
• High accuracy and data integrity focus
• Ability to follow complex contractual rules
• Clear written and verbal communication
• Comfortable working in a small‑team, fast‑paced environment
• Ability to balance routine work with ad hoc requests

PHYSICAL AND MENTAL DEMANDS

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear, sitting, standing and walking.
• The position requires that weight be lifted, and force be exerted up to 25 pounds.

• Reasonable accommodations may be made to enable individuals with disabilities to perform the 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