Financial Planning and Analysis Specialist
hace 1 mes
At Abarca Health, we are revolutionizing the pharmacy benefits industry with smarter technology. Our Financial Planning & Analysis team is at the forefront of safeguarding the company's financial health while fostering trust with clients and internal teams. As a Financial Planning and Analysis Specialist, you will be responsible for monitoring assets, revenues, sales, and expenses to ensure accurate budgets and financial reporting. You will work closely with the accounting team to ensure accurate financial reporting and guide the cost analysis process by establishing and enforcing policies and procedures.
Key Responsibilities:
- Develop, consolidate, and analyze budgets and quarterly forecasts for assigned divisions/companies.
- Provide timely, relevant, and accurate reporting & analysis of the results of the company's performance against historical, budgeted, forecasted, and strategic planning results.
- Supply targeted analyses on results, adding clarity by highlighting transaction drivers and impact on short- and longer-term financial plans.
- Draft finance executive summaries (including reports with key performance indicators, fluctuations, and variances) and present them, as requested.
- Analyze financial and operational trends and create financial models under different scenarios to support decision making.
- Work closely with the accounting team to ensure accurate financial reporting.
- Guide the cost analysis process by establishing and enforcing policies and procedures.
Requirements:
- Bachelor degree in Accounting or Finance.
- 4+ years of experience in financial planning and analysis, data modeling, and reporting.
- High proficiency in financial modeling techniques.
- Proven work experience in a quantitatively-heavy role.
- Advanced knowledge of Excel. Strong fluency with Excel formulas and functions.
- Experience with data query/data management tools (Power BI, Access, SQL, Business Objects).
- Strong analytical and data gathering skills.
- Strong organizational skills and attention to detail.
- A solid work ethic with a positive can-do attitude.
- Excellent oral and written communication and presentation skills.
Preferred Qualifications:
- Fluency in Spanish.
- Experience using Microsoft Dynamics.
Physical Requirements:
- Must be able to access and navigate each department at the organization's facilities.
- Sedentary work that primarily involves sitting/standing.
Abarca Health is an equal opportunity employer. We welcome applications from diverse candidates. If you are a motivated individual with a passion for finance and data analysis, we encourage you to apply for this exciting opportunity.
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