Senior Financial Analyst
WFA Digital Insight
As the demand for skilled financial analysts continues to rise, with a 25% growth in job openings over the past year, companies like SmithRx are at the forefront of innovation. With the US healthcare system in need of transformation, SmithRx's mission-driven approach is attracting top talent. This Senior Financial Analyst role stands out for its emphasis on data integrity, process improvement, and strategic business partnership. Candidates should be prepared to demonstrate not only technical proficiency in financial modeling and analysis but also the ability to communicate complex financial insights to non-finance stakeholders. Before applying, it's essential to understand the company's collaborative culture and the importance of integrity, courage, and teamwork in driving business decisions.
Job Description
About the Role
The Senior Financial Analyst position at SmithRx represents a critical component of the company's financial operations, focusing on managing expenses, providing financial insights to drive business decisions, and ensuring accurate planning and forecasting. This role is integral to the Finance team, reporting to the Senior Manager, FP&A, and working closely with various department leaders to develop and implement financial strategies.As a key member of the Finance team, the Senior Financial Analyst will be responsible for leading the preparation, consolidation, and analysis of various financial functions, including budgeting and forecasting. The ability to maintain rolling forecasts, incorporate actual results, trend analysis, and business updates, and provide variance analysis with actionable insights is crucial. This role also involves serving as the system owner for the company's planning and forecasting tool, ensuring data integrity, reporting accuracy, and continuous process improvement.
What You Will Do
- Lead the preparation, consolidation, and analysis of various financial functions
- 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
- Maintain and update financial models, hierarchies, and reporting structures within the planning and forecasting tool
- Partner with FP&A and IT teams to drive system enhancements, automation, and process improvements
What We Are Looking For
- Bachelor’s degree in Finance, Accounting, Economics, or a 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
- Ability to work in a fast-paced, dynamic environment
- Strong analytical and problem-solving skills
- Detail-oriented with a high level of accuracy
Nice to Have
- Experience with data visualization tools
- Knowledge of healthcare or pharmacy benefit management industry
- Certification in financial planning or analysis (e.g., CFP, CFA)
Benefits and Perks
- Competitive salary and benefits package
- Opportunity to work with a rapidly growing, venture-backed Health-Tech company
- Collaborative and mission-driven culture
- Professional development and growth opportunities
- Flexible remote work arrangements
- Access to cutting-edge technology and tools
- Comprehensive health insurance and retirement plans
- Generous paid time off and holiday policy
How to Stand Out
- Ensure your resume highlights specific examples of financial analysis, budgeting, and forecasting experience, especially with tools like Excel and Google Sheets.
- Develop a portfolio that demonstrates your ability to translate complex financial data into actionable insights for non-finance stakeholders.
- Prepare to discuss your experience with planning and forecasting tools, and how you've driven process improvements in previous roles.
- Be ready to walk through your financial modeling skills, including how you handle variance analysis and provide recommendations for cost savings.
- Research SmithRx's mission and values, and be prepared to explain how your own professional values align with the company's mission-driven approach.
- Practice presenting financial information in a clear, concise manner, as this will be a critical part of the role.
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