Senior Financial Analyst, Strategic Initiatives

Description:

Who Are We

Driven by local decision-making, transparency, and integrity, Hartwinn Group (HWG) prioritizes health equity over profit margins by reinvesting a significant portion of its net income directly back into community and national nonprofit partners. As the foundational entity of the Hartwinn Group, NPS Pharmacy delivers patient-first clinical pharmacy care, including national specialty mail-order services to underserved populations such as individuals living with HIV, LGBTQ+ communities, and low-income households. Today, NPS Pharmacy (HWG) supports over 25,000 patients nationwide while empowering nonprofits, FQHCs, and AIDS service organizations through 340B management as well as pharmacy and clinic administration.

What We Need (Job Summary)

The Senior Financial Analyst, Strategic Initiatives supports high-priority financial, operational, and strategic decision-making by independently owning complex analytical workstreams, business cases, pro formas, contract economics, strategic initiatives, and cross-functional problem resolution. Reporting to financial leadership, this role combines financial analysis, business intelligence, and structured problem-solving to evaluate opportunities, investigate complex performance issues, and translate ambiguous business questions into supportable recommendations. By leveraging QuickBooks, Power BI, and related data systems, the Senior Financial Analyst integrates financial and operational information, validates key assumptions, and delivers executive decision support that advances organizational growth, performance, and strategic priorities.

What Youll Do (Essential Job Functions)

• Build business cases, pro formas, ROI models, and scenario analyses to evaluate operational changes, growth opportunities, reimbursement shifts, contract economics, and strategic investments.
• Lead deep-dive investigations into material financial and operational performance issues, identifying root causes, quantifying financial impact, and distinguishing underlying business trends from timing or reporting anomalies.
• Integrate and analyze financial, transactional, and operational datasets using QuickBooks and BI platforms; validate key assumptions, investigate material inconsistencies, and develop evidence-based recommendations.
• Prepare concise, executive-ready presentations and financial briefings that clearly communicate assumptions, risks, findings, and recommended actions.
• Lead analytical workstreams for strategic initiatives, pro formas, process improvement projects, vendor/contract analyses, and cross-functional problem resolution.
• Translate ambiguous financial or business questions into structured analytical approaches, clarifying decision objectives, identifying data requirements, and validating key assumptions.
• Collaborate cross-functionally across the organization and with external stakeholders to gather facts, align deliverables, and drive follow-through on strategic priorities.
• Partner with technical resources on BI tools, analytics, and reporting automation by defining business requirements, validation logic, and data governance controls.
• Monitor project milestones, proactively communicate changes in scope or risk, and escalate material financial decisions to leadership when appropriate.

Note: This list of essential job functions is comprehensive but not exhaustive. Other duties may be assigned based on business needs and the individual's skill set.

What We Require (Required Qualifications)

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, Healthcare Administration, or a related quantitative field, or an equivalent combination of relevant education and progressive professional experience.
• 4+ years of progressive experience in FP&A, financial analysis, corporate finance, healthcare finance, or decision support.
• Demonstrated experience using QuickBooks or similar financial systems and Microsoft Excel for financial modeling, variance analysis, and reporting.
• Hands-on experience utilizing Business Intelligence (BI) tools (such as Power BI or Tableau) for data consolidation, dashboarding, and analytics.
• Strong understanding of financial statements, P&L drivers, contract economics, business-case modeling, and the relationship between operational activity and financial results.
• Proven ability to investigate complex financial issues, reach supportable conclusions, and deliver clear recommendations to leadership.
• Advanced Microsoft Excel skills for data modeling, pivot tables, and variance analysis.
• Exceptional interpersonal, negotiation, and presentation skills, with a proven track record of prioritizing competing demands and translating complex financial data for executive and board-level audiences.

What We Prefer (Preferred Qualifications)

• Masters degree (MBA, MHA, MPH, MS in Finance, or MS in Business Analytics) or active pursuit of professional accounting/finance credentials.
• Experience in healthcare, pharmacy, PBM/payer environments, 340B Drug Pricing Program, or other regulated healthcare service settings.
• Direct experience working with federal 340B grantees (Ryan White programs, FQHCs, STD/STI clinics) or non-profit healthcare entities serving diverse communities.
• Demonstrated track record leading cross-functional strategic projects, process improvements, or contract economics analyses.
• Advanced skills in SQL, Power Query, or automated data pipeline development linking operational platforms with QuickBooks and BI suites.
• Direct experience serving HIV-focused, public health, or LGBTQ+ non-profit healthcare entities, with a demonstrated commitment to developing cultural competencies and knowledge of LGBTQ+ health terminology.

What You Bring (Skills / Competencies)

• Expertise in building business cases, pro formas, contract economics analyses, ROI models, scenario analyses, and other strategic financial models.
• Advanced capability in leveraging QuickBooks and BI platforms (Power BI) to consolidate datasets, build dashboards, and support decision analysis and executive reporting.
• Skill in analyzing P&L statements, identifying core cost drivers, conducting root-cause variance analyses, and evaluating contract economics.
• Ability to structure ambiguous requests into actionable analytical frameworks to deliver data-driven solutions.
• Exceptional written and verbal communication skills to present complex financial insights clearly to executive leadership and cross-functional partners.
• Strong interpersonal skills to build trusted relationships across cross-functional teams, executive leadership, and external stakeholders.
• Experience serving HIV-focused, public health, or LGBTQ+ non-profit organizations, with a demonstrated commitment to developing foundational knowledge of LGBTQ+ health terminology and cultural competencies.
• Capacity to thrive in a fast-paced, evolving, and inclusive healthcare environment serving diverse, multi-cultural patient and community populations.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Frequently remains in a stationary position up to 50% of the day. Constantly moves about the office to access machinery, file cabinets, and meeting rooms.
• Constantly operates computers and office machinery requiring repetitive hand and wrist motions, with occasional reaching and bending.
• On occasion, may carry, move, or position office materials weighing up to 50 pounds.
• Regularly exchanges accurate information via phone, email, virtual, and in-person interactions. Must perceive and assess details on screen displays and paper documents.
• May require travel for events or company priorities.

NPS Pharmacy is an Equal Opportunity Employer committed to a diverse, inclusive, and equitable workplace. Employment decisions are based on merit, qualifications, and business needs, without regard to race, color, religion, creed, sex, gender, gender identity or expression, sexual orientation, pregnancy, age, national origin, ancestry, disability, HIV status, marital status, protected military status, or any other legally protected status.

We are dedicated to fostering a safe, affirming environment and will provide reasonable accommodation for qualified individuals with known disabilities unless it causes an undue hardship. Candidates from diverse backgrounds, including BIPOC and LGBTQIA+ communities, are encouraged to apply.

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