Financial Analyst

Position Type Full Time

Education Level 2 Year Degree

Category Admin - Clerical

Description

Position Overview

Polaris Pharmacy Services is seeking a Financial Analyst to join its Strategic Finance team. Reporting to the Manager of FP&A, the Analyst will be a key contributor to the company's planning cycle — the annual operating plan, the quarterly reforecast, and the long-range plan — and to monthly performance reporting.

The Analyst will build and maintain site-level models for our pharmacies and infusion centers, analyze results against plan, and turn data into clear insights for finance and operational leaders. This is a strong opportunity for a self-starting finance professional to gain broad exposure to healthcare finance, executive reporting, and strategic projects in a growing, multi-site organization. Expert-level Excel proficiency is a core requirement: much of this role is spent building, maintaining, and improving the models behind our plans, forecasts, and reports.

Key Responsibilities

Annual Plan, Quarterly Reforecast & Long-Range Plan

• Support the annual operating plan by preparing templates, gathering inputs from site and functional leaders, and consolidating results

• Prepare and update site-level plans and forecasts for each pharmacy and infusion center that roll up to the consolidated plan

• Update the quarterly reforecast, including supporting schedules for revenue, drug cost, labor, and operating expenses

• Maintain the long-range plan model and supporting assumptions under the direction of the Manager of FP&A

Reporting & Variance Analysis

• Prepare monthly plan-vs-actual and reforecast variance reports at the enterprise and site levels

• Research variances with Accounting and operational leaders and draft clear, concise commentary

• Assist in preparing the monthly financial reporting package and executive presentation materials

KPI & Dashboard Support

• Maintain KPI reporting, including prescriptions/doses dispensed, revenue and gross profit per script, census/beds served, payer mix, and labor productivity

• Partner with Business Intelligence to validate data and improve dashboards and automated reports

Financial Modeling & Ad Hoc Analysis

• Build and update models supporting business cases, new customer contracts, pricing, and site performance reviews

• Support M&A, joint venture, and partnership analyses by gathering data and maintaining model inputs

• Complete ad hoc analyses requested by finance leadership

Cash & Working Capital Support

• Support updating the weekly 13-week cash flow forecast with actual receipts and disbursements

• Track AR, inventory, and payables trends in partnership with Revenue Cycle Management and Purchasing

• Help prepare schedules supporting lender reporting and covenant calculations

Process Improvement

• Identify opportunities to automate recurring reports and reduce manual work, including by applying AI tools

• Document reporting processes, data sources, and model assumptions

Qualifications

Qualifications / Experience

• Bachelor's degree in finance, accounting, economics, or related field

• 2–4 years of experience in FP&A, corporate finance, public accounting, banking, or consulting

• Expert-level Excel proficiency (core requirement), with a proven track record of building and maintaining complex financial models (see Excel Expertise above)

• Strong financial systems knowledge; experience with Sage (e.g., Sage Intacct) or an equivalent ERP strongly preferred; Power BI, SQL, or planning-system experience a plus

• Comfortable using and integrating AI tools in finance work (e.g., for analysis, reconciliations, report automation, and drafting commentary), with sound judgment to validate AI-generated output

• Solid understanding of financial statements and accounting fundamentals

• Healthcare, pharmacy, or multi-site services experience a plus

• Strong attention to detail, organization, and ability to manage multiple deadlines

• Clear communicator who can explain numbers to non-finance partners

Excel Expertise (Core Requirement)

The Financial Analyst must be an Excel expert. Candidates should be able to demonstrate:

• Advanced formulas and functions – XLOOKUP/INDEX-MATCH, SUMIFS/COUNTIFS, nested logic, dynamic arrays, and date and text functions

• Financial model building – driver-based budget, forecast, and long-range plan models that link revenue, drug cost, labor, and operating expenses to EBITDA and cash

• Model design best practices – clean structure, separated inputs and outputs, consistent formatting, error checks, and models others can easily follow and audit

• Scenario and sensitivity analysis – data tables, scenario toggles, and what-if analysis for business cases and reforecasts

• Data handling at scale – pivot tables, Power Query, and Power Pivot to clean, combine, and analyze large ERP and operational data exports across many sites

• Consolidation and roll-ups – linking site-level files for pharmacies and infusion centers into a consolidated enterprise view

• Automation – streamlining recurring reports; macros/VBA experience a plus

• Presentation-ready outputs – clear charts, summary tables, and reports for finance and executive leadership