Financial Analyst

Job Details: Job Location: Polaris Pharmacy Services of Ft Lauderdale - Ft. Lauderdale, FL, Position Type: Full Time, Education Level: 2 Year Degree, Salary Range: Undisclosed, Job Category: Admin - Clerical, 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