Financial Consultant – Financial Planning and Analysis

Role Overview

The Financial Consultant will work with the team to improve health outcomes by connecting people with care, pharmacy benefits, data, and resources. The role requires 8+ years of combined experience in finance and/or financial systems, and extensive knowledge of FP&A or a similar role.

What You Will Do

The primary responsibilities include forecasting & budgeting, month-end close support, ERP navigation & reporting, process improvement, leadership reporting, ad-hoc analysis & reporting, and cross-functional collaboration.

Why It Might Be a Fit

The ideal candidate will have a solid F&A background, excellent analytical and data analysis skills, and the ability to work independently and meet deadlines.

Requirements

• Bachelor’s degree in finance or accounting
• CA/ MBA (Finance) from good business school
• General knowledge of accounting/financial/operational principles
• Excellent analytical and data analysis skills
• Basic understanding of financial statements and variance analysis
• Knowledge of PowerPoint for executive reporting
• Familiarity with ERP & BI tools (Oracle, PowerBI)
• Exposure to SQL or data visualization tools
• Advanced Excel (Pivot Tables, VLOOKUP/Index Match, basic modeling)
• Core FP&A Exposure: Budgeting, forecasting, and reporting experience
• Experience developing financial reports and metrics

Tagged as: Financial Modeling