Senior Financial Analyst

Red Oak is a joint venture between two Fortune 20 leading healthcare companies, CVS Health and Cardinal Health, responsible for securing generic pharmaceuticals for both organizations. Pharmaceutical Sourcing team is comprised of industry experts, strategists, and entrepreneurial thinkers who apply innovative strategies to bring generic pharmaceuticals to market more efficiently.

Enjoy the best of both worlds with our hybrid schedule! Work from the comfort of home on Mondays and Fridays, and join the team in our welcoming office space on Tuesdays, Wednesdays, and Thursdays for collaboration and connection.

Description:

The Senior Analyst position will provide support to business leaders with respect to calculating financial results for Red Oak initiatives and providing insights into marketplace trends. Additional responsibilities include monitoring product/supplier performance and potential risks and opportunities to parent company monthly forecasts.

This position is within a fast paced, collegial environment, providing the right individual with an opportunity for career advancement and the ability to learn aspects of both Cardinal and CVS Health parent companies.

Responsibilities:

•Develop and maintain financial models to analyze and evaluate financial performance of Red Oak initiatives

•Prepare analytics and monthly reporting to support monthly financial forecasts including scenario analysis, marketplace events and inflation/deflation of product costs

•Develop analysis to support new generic launches, including volume and product availability

•Assist in the development of annual budgets and help prepare analysis to support budget presentations

•Provide support for special projects and adhoc analysis as needed

Qualifications:

•Bachelor’s Degree, with concentration in Accounting, Finance, Business or related field

•2 years of relevant business/analytical experience

•Working knowledge of budgeting and forecasting principles

•Successful candidate will have exceptional attention to detail but also be able to understand the concepts

•Strong PC skills, including extensive knowledge of Microsoft Excel and PowerPoint

•Proven ability to perform with a high degree of accuracy under tight deadlines and flexibility to work on multiple projects

•Team oriented, collaborative and motivated

Preferred Qualifications:

•Pharmaceutical industry experience

Why You'll Love Working at Red Oak:

At Red Oak, we take care of our team with a comprehensive benefits package that goes far beyond the basics. Here's what you can expect:

*Fully Funded Health, Dental & Vision Coverage

Top-tier plans from Blue Cross Blue Shield, Delta Dental, and EyeMed — with all premiums 100% paid by Red Oak starting the first of the month after hire.

*Robust Life & Disability Insurance

Employer-paid life insurance (1.5x salary), plus short- and long-term disability coverage — all included.

*Retirement Savings with Immediate 100% Match

Red Oak matches 100% of your contributions up to 5%, with immediate vesting.

*Generous PTO & Paid Parental Leave

Start with up to 16 days of PTO (scaling with tenure). Start with up to 16 days of PTO (scaling with tenure), plus 4 weeks paid parental leave after 90 days.

*Pre-Tax Savings & HSA Contributions

Access to Medical & Dependent Care FSAs, and HSA funding up to $458.33/month from Red Oak.

*Education Reimbursement

*Legal Support & Charitable Giving

Optional LegalShield coverage, plus up to $1,000/year in matching donations to causes you care about.

*Wellness Support

Subsidized gym memberships and a culture that promotes healthy living.

*Summer Fridays and Additional Perks

Enjoy casual dress, summer Fridays (2 PM close), snacks, and team meals.

*Great Location

Our office is easily accessible and close to shops, restaurants, and public transit.