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Manager, Financial Planning and Analysis

WellDyne

Lakeland, Florida

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JOB DETAILS
SKILLS
Accounting, Analysis Skills, Budget Management, Budgeting, Communication Skills, Compensation and Benefits, Continuous Improvement, Copying Machines, Cross-Functional, Data Analysis, Data Collection, Detail Oriented, Establish Priorities, Expense Management, Fax Machines, Finance, Financial Analysis, Financial Planning and Analysis (FP&A), Financial Reporting, Financial Support, Forecasting, Great Plains Product Family, Leadership, Liquidity, Management of Information Systems/Technology (MIS), Manual Dexterity, Metrics, Microsoft Excel, Microsoft Office, Microsoft Product Family, Multitasking, Office Equipment, Operations Planning, Performance Metrics, Pharmacy, Physical Demands, Power BI, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Profit & Loss, Quality Management, Relationship Management, Reporting Skills, Risk Analysis, Risk Management, SQL (Structured Query Language), Sales, Sales Operations, Tableau, Time Management, Trend Analysis, Writing Skills
LOCATION
Lakeland, Florida
POSTED
4 days ago
At our company, we move fast, adapt quickly, and turn challenges into opportunities—all while keeping quality at the heart of everything we do. We believe that work should be a positive and respectful place, and that with the right mindset, anything is achievable.
Our Vision:
Fulfill the essential promise of pharmacy care and help people to live to their healthiest, happiest, and fullest potential.
Our Mission:
To be the disruptive force that drives meaningful change within pharmacy services. 

Summary
This position will be responsible for the overall financial planning and analysis (FP&A) of HealthDyne under the supervision of the Director, FP&A. This position participates in the full FP&A process and deliverables including providing financial support and direction for business performance drivers, budget planning, quarterly forecasting, month-end reporting and risk analysis, and more. This position will be required to provide accurate and data-based information on company’s profitability, stability and liquidity. This position will also research and analyze financial information to help the company make well-informed decisions, write/create/design reports and monitor financial movements.

Essential Duties & Responsibilities
  • Works closely with Sales and Operations teams to ensure forecasts reflect the most up to date accurate assumptions
  • Provide financial leadership and manage associated relationships with business leaders
  • Lead multiple analyst-level associates – who in the assembly of forecasts, budgets and plans for covered businesses or functions
  • Identify risk elements of operations and help manage and minimize risk elements
  • Partner with Operations Excellence teams to drive value creation initiatives
  • Work closely with all levels of Financial and Executive Management on financial analysis across business lines including all revenue and expense line items
  • Develop and maintain detailed budget and forecast models to drive high quality decision making
  • Manage, drive and continuously improve data collection, analysis and reporting process for key service metrics
  • Responsible for Monthly/Quarterly forecast updates to respective owners relating to Operational Performance metrics, Value Driver performance, and potential changes to forecast expectations as it relates to current trend analysis.
  • Responsible for weekly IT check-in – managing Total IT spend including operations and capital planning.
  • Responsible for Monthly Sales & Operations Planning discussions. Discuss volume forecast trends/bottlenecks and staffing plans cross-functionally with Sales, Operations and HR.
  • Assist in the coordination of Commercial Planning to forecast modeling
  • Support functional & organizational initiatives as required
  • Additional duties as assigned.
Education and Experience
  • A Bachelor’s Degree from an accredited college or university with a major in accounting or finance.
  • At least 5 years of full-time professional financial planning & analysis experience
  • At least 2 years of supervisor or management experience required
  • Pharmacy Benefit Management (PBM) or other Pharmacy experience strongly preferred
  • Strong Excel and analytical skills a must
  • Strong SQL query experience to generate financial reporting for executive team
  • Experience with Excel Power Query, Excel Power BI, Great Plains and Tableau a plus
  • Self-starter, able to work independently, on multiple projects simultaneously, efficiently and effectively in a fast-paced environment, able to anticipate issues and take initiative to resolve them.
Knowledge, Skills, and Abilities
  • Excellent ability to analyze, interpret and make decisions based on results
  • Ability to multitask
  • Skills in performing detailed and complex numerical computations and reports
  • Excellent analytical and problem-solving skills
  • Must have advanced attention to detail with the ability to prioritize and meet deadlines.
  • Excellent written and verbal communication skills.
  • Ability to listen and understand information and ideas that are presented verbally.
  • Excellent knowledge of Microsoft Office products
  • Proper attendance is required.
Work Environment / Physical Demands

This position is in a typical office environment which requires prolonged sitting in front of a computer.  Requires hand-eye coordination and manual dexterity sufficient to operate standard office equipment including operation of standard phone, fax machine, and copier.

About the Company

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WellDyne