Finance Operations
Open Core Ventures
Senior FP&A Analyst
SmithRx
full-time
Posted on:
Location Type: Remote
Location: Remote • Arizona, California, Colorado, Connecticut, Florida, Kansas, Kentucky, Massachusetts, Minnesota, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin • 🇺🇸 United States
Visit company websiteJob Level
Senior
Tech Stack
Oracle
About the role
- Lead the preparation, consolidation, and analysis of various functions.
- Partner with department leaders to develop annual operating plans and quarterly forecasts.
- Maintain rolling forecasts by incorporating actual results, trend analysis, and business updates.
- Provide variance analysis (actuals vs. budget/forecast) with clear commentary and actionable insights.
- Develop and present monthly/quarterly financial reports to department leaders and senior management.
- Identify cost drivers, efficiency opportunities, and risks across supported functions.
- Track headcount, vendor spend, and key cost categories to improve visibility and accountability.
- Support ad-hoc financial modeling, scenario planning, and decision support for strategic initiatives.
- Build strong relationships with leaders in various teams to align financial goals with business strategies.
- Provide financial guidance to non-finance stakeholders to improve budget ownership and decision-making.
- Act as a trusted advisor by translating financial data into clear business implications.
- Serve as the system owner for the company’s planning and forecasting tool (e.g., Anaplan, Adaptive, or equivalent).
- Maintain and update financial models, hierarchies, and reporting structures within the tool.
- Ensure data integrity, accuracy, and timely updates across all modules.
- Partner with FP&A and IT teams to drive system enhancements, automation, and process improvements.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field.
- 4–7 years of progressive experience in FP&A, financial analysis, or corporate finance.
- Strong knowledge of budgeting, forecasting, and financial modeling.
- Proficiency with financial systems and advanced Excel/Google Sheets skills; experience with a planning tool (e.g., Anaplan, Adaptive, Oracle PBCS) required.
- Excellent communication and presentation skills with the ability to influence stakeholders at all levels.
- Proven ability to manage multiple priorities, meet deadlines, and drive results in a fast-paced environment.
- Experience in healthcare or health-tech is a plus.
Benefits
- Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&D Insurance
- Flexible Spending Benefits
- 401(k) Retirement Savings Program
- Short-term and long-term disability
- Discretionary Paid Time Off
- 12 Paid Holidays
- Wellness Benefits
- Commuter Benefits
- Paid Parental Leave benefits
- Employee Assistance Program (EAP)
- Well-stocked kitchen in office locations
- Professional development and training opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysisbudgetingforecastingfinancial modelingvariance analysiscost analysisscenario planningdata integrityadvanced ExcelGoogle Sheets
Soft skills
communicationpresentationinfluencing stakeholdersrelationship buildingdecision-makingtime managementresults-drivenadaptabilitycollaborationproblem-solving
