SmithRx - Senior Financial Analyst

• Budgeting & Forecasting • Lead the preparation, consolidation, and analysis of various functions. • Partner with department leaders to develop annual operating plans and quarterly rolling forecasts. • Maintain rolling forecasts by incorporating actual results, trend analysis, and business updates. • Provide variance analysis (actuals vs. budget/forecast) with clear commentary and actionable insights. • Financial Analysis & Reporting • 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. • Business Partnership • 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. • Planning Tool Management • Serve as the system owner for the company’s planning and forecasting tool (e.g., Anaplan, Adaptive, or equivalent). • Maintain and update financial models, hierarchies, and reporting structures within the tool. • Ensure data integrity, accuracy, and timely updates across all modules. • Partner with FP&A and IT teams to drive system enhancements, automation, and process improvements. • Bachelor’s degree in Finance, Accounting, Economics, or 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 with the ability to influence stakeholders at all levels. • Proven ability to manage multiple priorities, meet deadlines, and drive results in a fast-paced environment. • Star-up experience required. Experience in healthcare or health-tech is a plus. • What SmithRx Offers You: • Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&D Insurance • Flexible Spending Benefits • 401(k) Retirement Savings Program • Short-term and long-term disability • Discretionary Paid Time Off • Paid Company Holidays • Wellness Benefits • Commuter Benefits • Paid Parental Leave benefits • Employee Assistance Program (EAP) • Well-stocked kitchen in office locations • Professional development and training opportunities