Treasury Financial Analyst

Treasury-Financial Analyst Staff

WHO WE ARE 
Polaris Pharmacy Services is an industry leader in both the Long-Term Care and Post-Acute Care settings. Founded in 2015, we are locally and independently owned with pharmacies nationwide. We are proud to offer competitive benefits and industry pay as well as the opportunity for career advancement to all our team members.

OVERVIEW

The Treasury/Financial Analyst Staff will support the treasury department analyzing budget-to-actual performance and assisting with monthly Profit & Loss (P&L) analysis. This role ensures financial data is accurate, timely, and helps optimize cash management and budgeting processes.

Key Responsibilities:

• Budget vs. Actual Analysis (P&L):
  • Perform monthly budget-to-actual analysis for various departments.
  • Prepare reports highlighting variances between budget and actual performance.
  • Work with the finance team to ensure accurate expense and revenue allocations.
  • Identify opportunities for cost savings or revenue improvements based on analysis.
• Financial Reporting and Analysis:
  • Support the preparation of monthly and quarterly financial reports on cash flow and P&L performance.
  • Analyze financial trends and provide insights on cash management and profitability.
  • Assist with ad hoc financial analysis for internal stakeholders.
• Forecasting and Budgeting Support:
  • Help develop cash flow forecasts and contribute to budgeting processes.
  • Ensure financial forecasts align with actual performance over time.
• Treasury Systems and Tools:
  • Maintain cash management and budgeting tools for accurate reporting.
  • Assist in improving financial processes and systems.
• Collaboration:
  • Work with accounting, finance, and operations teams to ensure accurate financial data and alignment.
  • Communicate financial results and analysis to both financial and non-financial teams.

Qualifications:

• Education: Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Experience: 1-3 years in treasury or financial analysis, with experience in budget-to-actual analysis.
• Skills:
  • Strong analytical skills and attention to detail.
  • Proficiency in Excel and financial reporting tools.
  • Knowledge of financial reporting and budgeting.
  • Familiarity with accounting principles, especially P&L analysis.
  • Strong communication skills for presenting financial data to diverse teams.

Preferred Qualifications:

• Experience with treasury systems or ERP software (e.g., SAP