Shields Health Solutions
Position Overview: Shields Health Solutions is looking to hire an FP&A Analyst, reporting to the Director, FP&A to work directly with the accounting, operations, and functional leaders on financial analysis and cross functional projects. The FP&A team is tasked with building and supporting the financial and analytical infrastructure to scale our rapidly growing company. The team functions as the go-to group for customer-level finance and accounting support, gross profit improvement initiatives, and analytical insights at the customer level to drive growth and profitability. The FP&A Analyst will be responsible for partnering with the business on a regional level to support all financial matters with respect to analysis and planning. Members of the FP&A team have distinct visibility into the operational model and growth-engine of one of the fastest-growing, nationally scaled healthcare enterprises. Given FP&A’s unique position within the Company, team members will have significant exposure to senior leadership while making a lasting impact on the Company’s trajectory. The ideal candidate will be expected to prioritize in real-time the most impactful financial and business KPIs that ultimately drive results on behalf of our clients. The FP&A team acts as the engine behind our month end close process, completing P&Ls for each of our partner sites and distributing results and analytical commentary to executive and senior level leadership. You can expect to define and drive detailed analyses to derive insights that will underpin key business decisions, help define and track key performance metrics for the company, and act as a financial partner to our leadership teams. The ideal teammate will be a great communicator with outstanding interpersonal skills, exceptional analytical horsepower, have a growth-mindset, and possess the ability to work comfortably within an entrepreneurial environment that is intensely results-oriented.
Produce site-level financials (heavy involvement in monthly P&Ls, baseline analyses, gross margin analyses, budgets, QBR support as needed, etc.) in a cadenced manner Track granular economic factors in the business and how changes may affect our forecasts, margins and financials and communicate timely throughout the organization Maintain detailed analyses of the financials, standard reporting packages and provide support to core business partners with ad hoc requests Assess and analyze each customers’ detailed revenue and cost of goods sold information to optimize revenue growth and gross margin opportunity Access and retrieve information and data from various systems and reporting tools. Collaborate with IT and others to develop improvements to systems, automate process flows and reports to facilitate distribution of actionable data Review monthly results and provide summative analysis to management and core business partners in a timely manner Collaborate cross-functionally, to identify, scope and monitor growth opportunities and initiatives (both revenue and margin) Support operations teams and core business partners with thoughtful financial insights and proactively communicate to business partners Develop data-driven business cases and evaluation criteria for growth and efficiency-oriented initiatives Build financial and operational metrics and dashboards to report key insights Support other FP&A workstreams as needed (examples: ERP and operational data integration, quarterly board materials, investor materials, month-end close process) Skills and Position Requirements: 1-3 years of relevant financial analyst experience (Healthcare/Pharmacy experience is a plus) Highly analytical with strong attention to detail Effective at multi-tasking; someone who enjoys and thrives wearing multiple hats at once Exceptional Excel and Microsoft Office skills; including financial modeling and business visualization Must be highly motivated, results-driven professional who can thrive in a team-oriented environment Entrepreneurial attitude - willingness to roll up sleeves and work alongside team members to make things happen quickly and create value Experience as an auditor in the healthcare and/or pharmacy space highly desirable Foundational understanding of business models Growth-mindset Capable of solving complex business problems Values-oriented, data-driven decision-making style Ability to distill complex issues into structured frameworks and concrete action plans Ambitious, reliable, and self-starter who can work independently, with limited oversight from managers Outstanding written and verbal communication skills Enthusiastic and service-oriented Education: Bachelor’s Degree required with a focus in Finance/Business/Healthcare preferred California residents employed by or applying for work at Shields have certain privacy rights. Please review our: California Workforce Privacy Notice and Privacy Policy . By providing your mobile number, you agree to receive text messages from Shields Health Solutions related to job opportunities, interview scheduling, and recruiting updates. Message and data rates may apply. You may opt out at any time by replying 'STOP.' Consent is not a condition of employment. Solid computer skills are required, including proficiency in Microsoft Office tools (Outlook, Teams, Word, Excel, and PowerPoint) for communication, documentation, and data management, as well as, navigating the internet and web-based platforms. Data entry and computer skills will be evaluated through an assessment as part of the pre-employment process. Shields Health Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Shields Health Solutions is committed to providing an inclusive hiring experience; if you need assistance or accommodation during the application or interview process, please email talentacquisition@shieldsrx.com.