Sr Financial Analyst - Product Finance

McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve – we care.

What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow’s health today, we want to hear from you.

The CoverMyMeds Financial Planning & Analysis team is looking for a Sr Financial Analyst to join our Product FP&A team. In this role, you’ll provide financial analysis to assist management in making decisions regarding strategic planning and profitability for CMM’s Access products (including PA+, and HubExpress). This position will support Ad hoc reporting, forecasting, budgeting, long range planning, variance analysis, and other finance-related projects. You’ll partner with network operations, analytics and pricing teams throughout the organization to provide financial reporting and ad hoc analysis. In addition, you will provide information to consolidations FP&A for segment reporting deliverables – including monthly results and variance analysis.

We seek an inquisitive, high-integrity professional who enjoys problem-solving and partnering with cross-functional product teams to drive long-term growth for the segment.

* Our preferred candidate must reside in either Columbus, OH or Dallas, TX to support a hybrid work scenario.

Key Responsibilities

Your daily responsibilities may change depending upon business needs, but you can expect the following:

Financial Planning & Analysis

• Product-level planning and reporting activities, including reporting monthly results and completing monthly rolling forecasts, annual budget planning, and strategic long-range planning

• Report key drivers of revenue for the Access portfolio, including organic growth, new sales, attrition/terminations, and price/volume impacts

• Conduct variance analyses to understand differences between actual, forecasted, and budgeted results from large sets of data

• Identify trends or issues requiring attention and communicate them effectively to appropriate stakeholders

• QA, maintain, or develop forecast assumptions within forecasting system

• Drive efficiencies in financial reporting through use of automated tools and full utilization of capabilities in new SAC financial planning system.

• Work on special projects as requested.

Collaboration

• Collaborate with the Pricing team to maintain, evaluate, and interpret product profitability models to support customer pricing strategies

• Partner with Network Operations to develop volume forecasts informed by marketing initiatives and contractual agreements

• Build and maintain strong cross-functional relationships with leaders across product, commercial, and other teams to ensure financial planning aligns with strategic business goals

• Work closely with the Analytics team to manage dynamic forecasting processes and drive continuous improvements in forecasting accuracy and methodology

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or Business Administration or equivalent (advanced degree is a plus) and 7+ years of experience in Financial Planning & Analysis or equivalent Finance roles, preferably in the healthcare industry, either healthcare IT, Pharmacy, and/or Pharma

Critical Skills:

• The ideal candidate is self-motivated, has strong communication and analytical skills, and has extensive finance expertise

• Success in this role requires a proactive, self-motivated, and hands-on professional who thrives in a high-growth, entrepreneurial, and team-oriented environment

Preferred Skills:

• ERP and Planning tool experience: (NetSuite, and SAC): Willingness to learn and improve upon data reporting and summarization

• Ethical Behavior: Demonstrates a strong understanding of ethical practices and ensures own behavior and that of others aligns with organizational values

• Relationship Building: Establishes and maintains positive working relationships with internal and external stakeholders to achieve organizational goals

• Effective Communication: Communicates clearly and effectively through speaking, listening, an