Senior Financial Analyst

Join the True Rx Health Strategists team as our Senior Financial Analyst!

At True Rx Health Strategists, we're committed to delivering innovative pharmacy benefit solutions that improve healthcare outcomes and create long-term value for our clients. We're looking for a Senior Financial Analyst to join our Finance team and play a key role in shaping strategic decision-making through financial analysis, forecasting, modeling, and business partnership.

100% remote with in-office requirements as needed for training and meetings.

What You'll Do:

As a Senior Financial Analyst, you'll support the Financial Planning & Analysis (FP&A) function by providing financial guidance and decision support to executive leadership and key business partners. You'll help drive business performance, evaluate strategic initiatives, and build scalable financial processes that support organizational growth.

Key responsibilities include:

• Support budgeting, forecasting, long-range planning, and financial reporting processes.

• Analyze business performance and provide actionable insights to leaders across the organization.

• Develop financial models, profitability analyses, business cases, and scenario planning for strategic initiatives.

• Evaluate growth opportunities, investments, and operational initiatives to support informed decision-making.

• Partner with executive leadership and cross-functional teams to support enterprise projects and strategic priorities.

• Collaborate with Analytics, IT, and business stakeholders to improve financial reporting, data quality, and process efficiency.

• Support workforce planning, labor analysis, headcount forecasting, and organizational modeling efforts.

• Identify opportunities to automate reporting, streamline processes, and enhance financial planning capabilities.

• Contribute to continuous improvement initiatives and special projects across the Finance function.

What We're Looking For:

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.

• 5+ years of progressive experience in FP&A, corporate finance, financial analysis, or a related discipline.

• Strong financial modeling, forecasting, budgeting, and profitability analysis experience.

• Experience supporting executive decision-making through financial analysis and business case development.

• Advanced proficiency in Microsoft Excel.

• Excellent communication and presentation skills with the ability to influence stakeholders at all levels.

• Strong analytical, problem-solving, and critical-thinking abilities.

• High degree of ownership, accountability, and initiative.

Preferred Qualifications

• Experience with Power BI, SQL, data visualization tools, or similar analytical platforms.

• Experience working with large datasets and partnering with analytics or business intelligence teams.

• Healthcare, PBM, insurance, or other highly regulated industry experience.

• Experience supporting strategic growth initiatives and operational planning efforts.

True Rx Health Strategist Benefits:

• Path to Wellness: Health, Vision, & Dental Insurance, Health Savings Account, and Wellness Incentives for a balanced life.

• Financial Fitness: 401k Matching and Employer-Provided Life Insurance to secure your future.

• Work-Life Harmony: Flex Time, Hybrid/Fully Remote Work, Paid Time Off, and 8 Paid Holidays for a well-rounded lifestyle.

Our Story: We’ve been pharmacy innovators since the Wright Brothers took flight. For more than 120 years, we have been innovating pharmacy solutions and taking care of patients. True Rx Health Strategists is led by a fourth generation of pharmacists. We are family-owned and continue to provide caring service for clients and patients. Our team of pharmacists and strategists delivers proven programs that find maximum savings and minimum disruption by creating a benefits plan that fits the unique needs of clients and patients. Learn more about us here.

Our Mission:

True Rx Health Strategists cultivates health, integrity, innovation, and care to transcend pharmacy benefit solutions for employers and patients.

Learn more about our remarkable team members.

Our Promise:

As a pharmacist-led company, True Rx Health Strategists has an oath to treat members as patients. With our experience as health care providers, we protect companies against waste in health care spending and work hard to improve the health of employees every day. We get to improve lives by treating employees as our patients. Here are a few words from one of those lives.

True Rx Health Strategists hires equally for culture fit and technical skills and experience. If you have the aptitude and attitude, we can help you grow your career through training, mentoring, increasing responsibility, and being around other rock star team members.

True Rx Health Strategists is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.