Financial Analyst, FP&A

Location: Remote (For Non-Local) or Hybrid (Local to NYC area)

Position Summary:

The Financial Analyst is a highly visible and critical position being added to the Finance function at Capital Rx and will partner with all departments across the organization. This role will play an important role in building out and maintaining Financial Planning processes, KPI creation and management, as well as providing valuable insight that will be used to assess the performance of the business. The individual must have a strong financial background and experience with financial forecasting best practices and planning tools.

Position Responsibilities:

• Construct and manage annual budgets, monthly forecasting and long-range planning activities
• Prepare timely and detailed financial reports following monthly, quarterly, and yearly closes
• Assist in preparation of board reporting and investor reporting materials
• Enhance analytical tools, KPI creation, and monthly dashboards
• Partner with department leaders to provide key insights and trends that help drive improvements across the organization
• Conduct ad hoc financial modeling to support business case development as needed
• Responsible for the adherence to the Capital Rx Code of Conduct including reporting of noncompliance.

Minimum Qualifications:

• Undergraduate bachelor’s degree, with record of strong academic performance in Accounting, Finance, Business, Economics or other quantitative fields
• 2+ years of related experience in finance, data analysis, or accounting
• Strong financial modeling and Excel skills
• Proficiency in FP&A tools
• Ability to challenge and improve existing processes through automation and redesign
• Motivated team player with the ability to work in a fast-paced, forward-moving environment
• Exceptional written and verbal communication skills
• Attention to detail & commitment to delivering high quality work
• Passion for healthcare and for driving lasting change in pharmacy benefits

Preferred Qualifications:

• Planful experience is a plus

Base Salary: $70,000 - $80,000

Visa Sponsorship: Capital Rx does not provide sponsorship to any candidates. This includes, but is not limited to those that require H1-B, TN, OPT, etc. Candidates must have authorization to work in the US at the time of application and throughout employment.

Nothing in this position description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

About Capital Rx

Capital Rx is a full-service pharmacy benefit manager (PBM) and pharmacy benefit administrator (PBA), advancing our nation’s electronic healthcare infrastructure to improve drug price visibility and patient outcomes. As a Certified B Corp™, Capital Rx is executing its mission through the deployment of JUDI®, the company’s cloud-native enterprise health platform, and a Single-Ledger Model™, which increases visibility and reduces variability in drug prices. JUDI connects every aspect of the pharmacy ecosystem in one efficient, scalable platform, servicing millions of members for Medicare, Medicaid, and commercial plans. Together with its clients, Capital Rx is reimagining the administration of pharmacy benefits and rebuilding trust in healthcare.

Capital Rx values a diverse workplace and celebrates the diversity that each employee brings to the table. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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