Financial Data Analyst
At our company, we move fast, adapt quickly, and turn challenges into opportunities—all while keeping quality at the heart of everything we do. We believe that work should be a positive and respectful place, and that with the right mindset, anything is achievable.
Our Vision:
Fulfill the essential promise of pharmacy care and help people to live to their healthiest, happiest, and fullest potential.
Our Mission:
To be the disruptive force that drives meaningful change within pharmacy services.
Summary
The Financial Data Analyst prepares and maintains financial reports via BI tools such Microsoft PowerBI, SQL SSMS, Tableau and Excel that serve as primary information sources for financial data analysis in support of Senior Leadership and the Finance organization. The Financial Data Analyst is responsible for identifying relevant insights and compiling analytical reports that enable other employees in the company to make sound decisions.
Essential Duties and Responsibilities
Uses AI and BI tools such as PowerBI, Tableau and SQL to build the decision-making reports and models
Works with data analytic teams on building next generation of AI tools to assist management in performing financial performance impact analysis, financial models and reports, and variance analysis of actual and planned results.
Review journal entries and supporting documentation to ensure accurate reporting
Update and maintain detailed budget and forecast models to drive high quality decision making
Prepare and deliver monthly management reports
Manage, drive and continuously improve data collection processes for reporting and key metrics analysis
Advanced planning skills; must have the ability to manage tasks to successful timely conclusions
Supports the Finance team with other duties as assigned
Other duties as assigned
Education and Experience
A strong working knowledge of AI tools and capabilities, PowerBI, Tableau and other BI visualization tools
Working towards or completed a 4 year degree involving a significant BI tools component, with proven quantitative experience
1-3 years of work experience is a plus
Knowledge, Skills, and Abilities
High proficiency in Microsoft SQL Server and Microsoft PowerBI
Intermediate understanding of Tableau or other data visualization tools
Experience with Microsoft Office (Outlook, PowerPoint, Excel, Word)
Microsoft Visual Studio experience a plus
Excellent analytical and problem-solving skills
Advanced attention to detail, keeping in mind the “big picture”
Ability to analyze and interpret data based on results
Excellent written and verbal communication skills
Ability to listen and understand information and ideas that are presented verbally
Work Environment / Physical Demands
This position is in a typical office environment which requires prolonged sitting in front of a computer. Requires hand-eye coordination and manual dexterity sufficient to operate standard office equipment including operation of standard computer and phone equipment. May have occasional high stress when dealing with customers/clients. Some travel may be required.
EOE M/F/D/V