Financial Analyst

Job Title:

Financial Analyst

Job Description

The Financial Analyst supports the creation and delivery of client discount reconciliations by interpreting contractual terms, maintaining reconciliation methodologies, and ensuring the accuracy of financial results. This role partners with cross-functional teams to analyze reconciliation outcomes, identify trends and insights, support client audit requests, and drive process improvements that enhance client outcomes and profitability.

Responsibilities

+ Prepare and generate client discount reconciliations in accordance with contractual agreements, ensuring accuracy and completeness.

+ Perform complex client pricing reconciliations through detailed contract interpretation, financial modeling, and data analysis to ensure compliance with contractual pricing terms.

+ Partner with Account Management, Contract Management, Finance, Accounting, and Legal teams to support pricing commitments and provide input on future contract structures.

+ Collaborate with business stakeholders to develop and implement strategies, processes, and operational improvements that enhance client outcomes and overall profitability.

+ Prepare and deliver accurate client reconciliations within established service level agreements and contractual turnaround requirements.

+ Develop month-end and quarter-end performance reporting, including variance analysis, trend reporting, and forecasting to support business decision-making.

+ Support internal and external audit requests by conducting ad hoc analysis and producing detailed reporting using tools such as SQL, Databricks, SAS, Tableau, and other reporting platforms.

+ Analyze financial and operational data to identify trends, risks, and opportunities for improvement in client performance and internal processes.

+ Continuously evaluate existing processes and recommend enhancements that improve efficiency, accuracy, and scalability of reconciliation and reporting activities.

+ Participate in special projects and cross-functional initiatives as needed to support business growth and operational excellence.

+ Apply solid analytical skills and attention to detail when managing large data sets and building financial models.

+ Drive business performance in a high-growth environment by leveraging insights from financial and operational analyses.

Essential Skills

+ Strong finance and financial analysis candidate with experience interpreting and applying contractual agreements to actual performance.

+ Proven experience with contract interpretation and pricing reconciliation in a dynamic, high-growth environment.

+ Solid analytical skills with a high level of attention to detail and experience managing large data sets and performing financial modeling.

+ Experience using SAS and SQL for data extraction, analysis, and reporting.

+

Experience with business intelligence and reporting tools such as Microsoft Power BI, Databricks, and Tableau.

+ Demonstrated ability to drive business performance through data-driven insights and recommendations.

+ Strong communication skills and executive presence, with the ability to influence internal and external stakeholders.

+ Ability to build strong relationships at all levels of the organization and work collaboratively across a matrix environment.

+ Proven success functioning in a dynamic professional environment where responsibilities change regularly.

+ Solid quantitative and analytical skills complemented by an entrepreneurial and growth-oriented mindset.

+ High degree of initiative and self-motivation, with the ability to work proactively and independently.

Additional

Skills & Qualifications

+ Preferred experience in a pharmacy benefit management (PBM) environment or similar healthcare-related financial setting.

+ Experience supporting internal and external audits through detailed financial and operational reporting.

+ Experience developing month-end and quarter-end performance reporting, including variance analysis, trend reporting, and forecasting.

+ Experience collaborating with cross-functional teams such as Account Management, Contract Management, Finance, Accounting, and Legal.

+ Ability to identify trends, risks, and opportunities for improvement in complex financial and operational data.

+ Comfort working with multiple reporting platforms and adapting to new analytical tools and technologies.

+ Entrepreneurial mindset with a focus on continuous improvement and scalability of processes.

+ Strong influencing skills with the ability to present complex…