FP&A Analyst

Shields Health Solutions

FP&A Analyst handling financial analysis and planning for Shields Health Solutions. Collaborating with accounting and operations teams to drive financial performance.

Posted 6/5/2026full-timeRemote • 🇺🇸 United StatesJuniorWebsite

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Produce site-level financials (heavy involvement in monthly P&Ls, baseline analyses, gross margin analyses, budgets, QBR support as needed, etc.) in a cadenced manner
Track granular economic factors in the business and how changes may affect our forecasts, margins and financials and communicate timely throughout the organization
Maintain detailed analyses of the financials, standard reporting packages and provide support to core business partners with ad hoc requests
Assess and analyze each customers’ detailed revenue and cost of goods sold information to optimize revenue growth and gross margin opportunity
Access and retrieve information and data from various systems and reporting tools. Collaborate with IT and others to develop improvements to systems, automate process flows and reports to facilitate distribution of actionable data
Review monthly results and provide summative analysis to management and core business partners in a timely manner
Collaborate cross-functionally, to identify, scope and monitor growth opportunities and initiatives (both revenue and margin)
Support operations teams and core business partners with thoughtful financial insights and proactively communicate to business partners
Develop data-driven business cases and evaluation criteria for growth and efficiency-oriented initiatives
Build financial and operational metrics and dashboards to report key insights
Support other FP&A workstreams as needed (examples: ERP and operational data integration, quarterly board materials, investor materials, month-end close process)

Requirements

What you’ll need

1-3 years of relevant financial analyst experience (Healthcare/Pharmacy experience is a plus)
Highly analytical with strong attention to detail
Effective at multi-tasking; someone who enjoys and thrives wearing multiple hats at once
Exceptional Excel and Microsoft Office skills; including financial modeling and business visualization
Must be highly motivated, results-driven professional who can thrive in a team-oriented environment
Entrepreneurial attitude - willingness to roll up sleeves and work alongside team members to make things happen quickly and create value
Experience as an auditor in the healthcare and/or pharmacy space highly desirable
Foundational understanding of business models
Growth-mindset
Capable of solving complex business problems
Values-oriented, data-driven decision-making style
Ability to distill complex issues into structured frameworks and concrete action plans
Ambitious, reliable, and self-starter who can work independently, with limited oversight from managers
Outstanding written and verbal communication skills
Enthusiastic and service-oriented.

Benefits

Comp & perks

California residents employed by or applying for work at Shields have certain privacy rights.
Equal employment opportunities for all employees and applicants.

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Hard Skills & Tools

financial analysisP&L analysisbudgetinggross margin analysisfinancial modelingdata visualizationreportingdata-driven decision makingmetrics developmentad hoc analysis

Soft Skills

analytical skillsattention to detailmulti-taskingteam-orientedentrepreneurial attitudeproblem-solvingcommunication skillsself-starterreliableservice-oriented