Sr. Financial & Business Reporting Analyst - CompleteRx

CompleteRx has an opportunity for a Sr. Financial & Business Reporting Analyst to join our team. In this role, you will ensure the accuracy of data used to support key financial operations, including preparing customer invoices, reports, and dashboards. The Sr. Financial & Business Reporting Analyst also involves developing and maintaining internal and external dashboards to analyze, measure, and monitor critical financial performance indicators.

This is a hybrid position, offering the flexibility to work both remotely and in the office. If you're looking for a work-life balance, consider CompleteRx.

Why Join CompleteRx?

CompleteRx is a pharmacy management company providing services to hospitals.

• 20+ Years of Service
• Multi-State Organization
• Corporate office located in Houston, TX

Position Summary

The Sr. Financial & Business Reporting Analyst will collect, develop, and disseminate reports and spreadsheets based on business and customer requirements, ensuring data integrity. In addition, this position will support the organization with ad-hoc analyses as needed to facilitate informed decision-making and efficient daily business operations.

Key Success Factors

Ensure the accuracy of data used in preparing customer invoice statements, inventory reports for financial statements, and performance metrics for Regional Vice Presidents, Regional Account Directors, and Directors of Pharmacy.

What You Will Do

Ensure data used to prepare customer invoices are accurate.

• Perform ongoing quality assurance checks to ensure formulas and data contained in the end-of-month files are accurate, complete, and current.
• Conduct regular reviews of pharmacy utilization files to ensure accuracy in billing.
• Troubleshoot and resolve issues.
• Communicate corrective actions to the appropriate personnel.
• Take appropriate measures to ensure corrective actions are implemented.

Gather, Input, and Analyze data.

• Enter information into existing databases.
• Perform ongoing quality assurance checks to ensure formulas and data files are accurate; troubleshoot and resolve issues as needed to ensure data accuracy.
• Analyze and interpret data using sound judgment to ensure a high level of accuracy, timeliness, and usefulness of reports for end users.
• Review and validate purchased inventory is posted to the correct accounts.
• Analyze variances and trends in purchases and reported pharmacy metrics.

Develop and maintain financial performance reports and dashboards.

• Design and develop financial dashboards for respective accounts, providing key insights to support business decisions.
• Analyze dashboards to identify and quantify outlier performance, delivering actionable insights for management.
• Distribute financial reports to the appropriate managers and stakeholders, ensuring timely access to critical data.
• Support business reviews by creating reports that demonstrate value, aiding in client retention, and providing strategic advice for renewals and business evaluations.
• Prepare and distribute scheduled business reports, documents, and presentations for management in a timely manner.
• Troubleshoot reporting systems to ensure accuracy and efficient use of reporting tools and dashboards.
• Provide training on reports and dashboards to users as necessary.

Collaborate with Key Stakeholders.

• Engage with managers and key stakeholders to gather requirements and specifications for financial reports, dashboards, and data tools, ensuring deliverables meet business objectives.
• Collaborate with IT professionals at client hospitals to ensure ingested data meets reporting requirements.
• Identify and recommend improvements to reporting systems, collaborating with stakeholders to implement solutions that enhance data accuracy, management, and reporting efficiency.
• Foster strong working relationships with cross-functional teams, including IT, finance, and operations, to ensure alignment on reporting needs and system enhancements.
• Provide strategic insights and collaborate with leadership to refine reporting processes that drive business outcomes and inform decision-making.
• Facilitate regular feedback sessions with stakeholders to assess current reporting tools and identify opportunities for continuous improvement.
• Serve as a liaison between business users and technical teams, ensuring clear communication of requirements and successful implementation of new reporting capabilities.

Prepare financial pro formas for prospective clients.

• Coordinate data collection from internal and external sources to develop comprehensive sales pro formas for prospective clients.
• Conduct interviews with potential clients to gather necessary information for accurate and tailored pro forma development.
• Prepare detailed customer savings analyses and initial account budget pro formas for supervisory review, ensuring alignment with business objectives.
• Create graphs, presentations, and other visual aids to support sales proposals and communicate key financial insights.
• Present pro forma data, including potential customer savings opportunities, to company leadership and support decision-making for new business development.
• Ensure all pro forma analyses are accurate, insightful, and reflective of the company’s financial value proposition for prospective clients.

Conduct ad-hoc analysis as needed.

• Query data from various internal and external sources to address specific business questions or support decision-making.
• Assess data for accuracy and integrity before conducting analysis to ensure reliable outcomes.
• Prepare detailed reports, graphs, and visualizations that clearly communicate key findings and insights.
• Perform thorough analyses to support strategic initiatives, operational decisions, or special projects as required.
• Document analysis procedures, methodologies, and findings to ensure transparency, reproducibility, and future reference.
• Collaborate with stakeholders to define the scope and objectives of ad-hoc analysis, ensuring alignment with organizational goals.

What You Will Need

Requirements:

• Bachelor’s degree in Business, Accounting, Finance, Economics, Data Science, or a related field.
• 5 - 7 years of experience in Accounting or Finance, with a high degree of concentration in financial and/or statistical analysis and senior management presentation support.
• 1-3 years of experience in project management.
• Experience in developing reports in Power BI or similar reporting platforms is preferred.
• Experience with hospital pharmacy purchasing systems preferred.

Compensation & Benefits

As an employee of CompleteRx, your commitment to learning will be encouraged and supported through ongoing training and professional development. We nurture a collaborative, high performance culture and offer a challenging career along with a comprehensive benefit package.

• Medical, dental, and vision
• Flexible Spending Account or Health Savings Account
• Vacation and sick time
• Continuing education: Eligible employees have access to a full complement of continuing-education courses as well as a wide variety of career development opportunities.
• 401(k) plans: CompleteRx offers a 401(k) plan with a company match.
• License Reimbursement
• Short and Long-Term Disability

Company Description

Founded in 1998 as a service-driven organization with a strong sense of community, CompleteRx embarked on a strategy to become the employer of choice in hospital pharmacy management and consulting. Since our founding we believe our success has been driven by our employees who are our most valuable resources. We believe the very best outcomes are accomplished when all employees share a sense of mutual ownership for successful results and where each employee accepts personal accountability for their individual contributions. These beliefs are the core of our Team Covenant which guides all of our actions to the patients we care for, hospitals we support and fellow employees we work alongside of.

CompleteRx is an Equal Opportunity Employer by choice.