Financial Analyst
Polaris Pharmacy Services
Summary
Polaris Pharmacy Services is seeking a Financial Analyst to join its Strategic Finance team. Reporting to the Manager of FP&A, the Analyst will be a key contributor to the company's planning cycle — the annual operating plan, the quarterly reforecast, and the long-range plan — and to monthly performance reporting.
Job description
The Analyst will build and maintain site-level models for our pharmacies and infusion centers, analyze results against plan, and turn data into clear insights for finance and operational leaders. Expert-level Excel proficiency is a core requirement.
Key Responsibilities
Annual Plan, Quarterly Reforecast & Long-Range Plan
- Support the annual operating plan by preparing templates, gathering inputs from site and functional leaders, and consolidating results
- Prepare and update site-level plans and forecasts for each pharmacy and infusion center that roll up to the consolidated plan
- Update the quarterly reforecast, including supporting schedules for revenue, drug cost, labor, and operating expenses
- Maintain the long-range plan model and supporting assumptions under the direction of the Manager of FP&A
Reporting & Variance Analysis
- Prepare monthly plan-vs-actual and reforecast variance reports at the enterprise and site levels
- Research variances with Accounting and operational leaders and draft clear, concise commentary
- Assist in preparing the monthly financial reporting package and executive presentation materials
KPI & Dashboard Support
- Maintain KPI reporting, including prescriptions/doses dispensed, revenue and gross profit per script, census/beds served, payer mix, and labor productivity
- Partner with Business Intelligence to validate data and improve dashboards and automated reports
Financial Modeling & Ad Hoc Analysis
- Build and update models supporting business cases, new customer contracts, pricing, and site performance reviews
- Support M&A, joint venture, and partnership analyses by gathering data and maintaining model inputs
- Complete ad hoc analyses requested by finance leadership
Cash & Working Capital Support
- Support updating the weekly 13-week cash flow forecast with actual receipts and disbursements
- Track AR, inventory, and payables trends in partnership with Revenue Cycle Management and Purchasing
- Help prepare schedules supporting lender reporting and covenant calculations
Process Improvement
- Identify opportunities to automate recurring reports and reduce manual work, including by applying AI tools
- Document reporting processes, data sources, and model assumptions
Excel Expertise (Core Requirement)
- Advanced formulas and functions – XLOOKUP/INDEX-MATCH, SUMIFS/COUNTIFS, nested logic, dynamic arrays, and date and text functions
- Financial model building – driver-based budget, forecast, and long-range plan models that link revenue, drug cost, labor, and operating expenses to EBITDA and cash
- Model design best practices – clean structure, separated inputs and outputs, consistent formatting, error checks, and models others can easily follow and audit
- Scenario and sensitivity analysis – data tables, scenario toggles, and what-if analysis for business cases and reforecasts
- Data handling at scale – pivot tables, Power Query, and Power Pivot to clean, combine, and analyze large ERP and operational data exports across many sites
- Consolidation and roll-ups – linking site-level files for pharmacies and infusion centers into a consolidated enterprise view
- Automation – streamlining recurring reports; macros/VBA experience a plus
- Presentation-ready outputs – clear charts, summary tables, and reports for finance and executive leadership
Requirements
- Bachelor's degree in finance, accounting, economics, or related field
- 2–4 years of experience in FP&A, corporate finance, public accounting, banking, or consulting
- Expert-level Excel proficiency with proven track record building and maintaining complex financial models
- Strong financial systems knowledge; Sage Intacct or equivalent ERP strongly preferred
- Power BI, SQL, or planning-system experience a plus
- Comfortable using and integrating AI tools in finance work
- Solid understanding of financial statements and accounting fundamentals
- Healthcare, pharmacy, or multi-site services experience a plus
- Strong attention to detail, organization, and ability to manage multiple deadlines
- Clear communicator who can explain numbers to non-finance partners
Company overview
Polaris Pharmacy Services is a privately owned long-term and post-acute care pharmacy company founded in 2015, headquartered in Fort Lauderdale, Florida. As the fifth largest long-term care pharmacy in the United States, Polaris operates 21 pharmacies across 29 states, serving over 80,000 residents in long-term care, PACE (Program of All-Inclusive Care for the Elderly), and correctional facilities. The company specializes in providing comprehensive pharmacy solutions including medication dispensing, clinical support, formulary management, prior authorization services, and innovative technology platforms like PolarisConnect and PolarisDirect. With a workforce of 1,001-5,000 employees, Polaris emphasizes personalized service, regulatory compliance, and cost containment strategies while maintaining a local, independently owned structure that allows for swift decision-making. Their mission focuses on delivering exceptional pharmacy services, clinical expertise, and technological innovation to enhance patient care and facility operations across diverse healthcare settings.