Financial Analyst

Department: Finance

Reports To: FP&A Manager

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The Financial Analyst provides financial analysis and decision support for store level pharmacy operations across the enterprise. While based in a corporate environment, this role is deeply focused on store performance, labor productivity, inventory management, script growth, and execution of pharmacy initiatives at the retail level. The analyst partners closely with pharmacy field leadership, operations, and corporate teams to improve profitability, efficiency, and consistency across stores.

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• Analyze store, district, and regional pharmacy P&L performance
• Monitor key store level metrics including: oPrescription volume and mix
• Gross margin and reimbursement trends oLabor hours, productivity, and overtime
• Inventory levels, turns, shrink, and waste
• Identify under and over performing stores and quantify drivers of variance

Reporting & Insights for Field Leadership

• Prepare weekly and monthly store level performance dashboards
• Deliver actionable insights for pharmacy district leaders, regional leaders, and operations teams
• Translate financial data into clear, operational recommendations
• Support cadence reporting tied to operational reviews and performance calls
Labor & Productivity Analysis
• Analyze pharmacist and technician staffing models
• Monitor labor utilization, productivity benchmarks, and cost trends
• Support labor planning, budget compliance, and overtime reduction initiatives
• Evaluate financial impact of workflow changes, scheduling models, and automation
Inventory & Margin Management
• Analyze inventory investment, stocking levels, and turns by store
• Identify margin opportunities related to generic utilization, purchasing programs, and purchasing behaviors
• Monitor shrink and obsolescence trends and support loss prevention initiatives
• Quantify financial impact of drug cost changes and supply chain disruptions at the store level

Budgeting & Forecasting (Store Driven)

• Support annual budgets and rolling forecasts with store level detail
• Forecast prescription volume, labor needs, and inventory requirements by market
• Model the financial impact of operational initiatives and changes in store execution
Cross Functional Partnership
• Partner with pharmacy operations, field leadership, supply chain, and merchandising teams
• Provide financial support for: oNew store openings and pharmacy remodels
• Operational pilots and initiatives oService expansions (immunizations, clinical services, adherence programs)
• Support post implementation performance tracking and ROI measurement
Process Improvement & Controls
• Enhance store reporting accuracy, timeliness, and usability
• Support internal controls and audit requests related to pharmacy operations
• Identify opportunities to streamline reporting and improve decision support

Accounting close & Compliance Support

• Partner with accounting team to ensure a timely accurate financial close process
• Assist with monthend close activities, including journal entries, accruals, and reconciliations
• Ensure compliance with internal controls, policies, and relevant healthcare regulations
Inventory & Acquisition Support
• Support physical inventory counts at pharmacy locations to ensure accuracy and regulatory compliance.
• Reconcile inventory counts to financial records and investigate discrepancies
• Assist with financial due diligence and integration activities related to pharmacy acquisitions
• Support inventory valuation and cost analysis, including drug cost trends and shrinkage
Ad Hoc Analysis
• Perform targeted analyses for leadership on store specific issues or opportunities
• Prepare executive summaries and presentations with a strong operational narrative

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Required Qualifications
• Bachelor’s Degree in Finance, Accounting, Economics, or related field
• 13 years of experience in financial analysis, preferably supporting retail or multi site operations
• Strong analytical and problem solving skills with attention to store execution details
• Advanced Excel skills (financial modeling, pivot tables, complex formulas)
• Experience working with large, multi location data sets
• Ability to communicate effectively with both corporate and field leaders

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Preferred Qualifications
• Experience in retail pharmacy, healthcare, or multi unit retail operations
• Understanding of pharmacy operations, store workflows, and reimbursement fundamentals
• Experience with FP&A or operational finance
• Familiarity with BI tools (Power BI, Tableau)

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Key Competencies
• Strong operational mindset with financial discipline
• Ability to connect store behavior to financial outcomes
• Clear, practical communication with field leadership
• Comfort working in fast paced, execution driven environments
• Continuous improvement orientation

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Performance Measures (Examples)
• Quality and usefulness of store level insights delivered
• Accuracy of forecasts and labor analyses
• Adoption of recommendations by operations teams
• Improvements in margin, labor efficiency, or inventory metrics
• Stakeholder satisfaction from field and corporate partners

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Work Environment
• Corporate office or hybrid environment
• Regular interaction with pharmacy field leadership
• Peak workload during budget cycles, operational initiatives, and performance reviews
• Occasional overnight travel required to support inventory counts and pharmacy acquisitions