Senior Financial Analyst

Provides strategic business partnering and financial support to the Clinical Trials team, serving as a key finance contact for operational and leadership stakeholders. Responsibilities include performing monthly P&L analysis and supporting close activities, such as preparing budget-to-actual variance analysis and commentary, developing flash revenue reports with customer- and project-level detail, and recording accurate revenue and expense accruals.

Leads financial analysis of customer project profitability and supports the billing function through ongoing collaboration. Conducts periodic and ad-hoc project reviews comparing revenue and billings to costs incurred, including detailed analysis of internal labor hours, project margins versus targets, and performance against budget upon completion.

Supports the annual planning and long-range forecasting process by partnering with the business to develop budgets and three-year financial projections. Participates in planning discussions covering revenue, personnel, and non-personnel expenses, and builds driver-based forecasts for revenue by service line and expenses by category to support informed decision-making and strategic planning.

• Develops complex financial models to support management decision-making related to new product development, product portfolio analysis, profitability of new opportunities, capital investments, revenue models, profit margin analysis, and impact of regulatory changes. Defines financial requirements for new products and features. Analyzes and summarizes the division’s financial statements, expenses, and records.
• Develops recommendations for management decision-making.
• Performs moderate to complex financial analysis including conducting research and identifying, designing and implementing applications and tools to fulfill reporting and analysis needs. Runs various scenarios through models and interprets financial impact. Measures financial results against budget and forecast.
• Assists in the development of the long-range financial plans and continuously analyzes operating financial results. Works closely with other departments within Walgreens to ensure that strategic initiatives are achieved.
• May assist in the development of the annual budget and analyzes actual and budgeted figures on an ongoing basis. Creates and maintains detailed budgeting templates.
• With minimal guidance from management, assesses analytical tools and various formats of data availability and researches and builds new programs that allow for various lines of data to be incorporated so financial modeling analysis of multiple program impact becomes more efficient and allows for more in depth analysis and review resulting in improved recommendations and solutions for the business. Where standard tools are insufficient, utilizes statistical analysis software (SAS) to model and analyze data as requested.
• Reviews monthly financial operating results for each assigned business unit, identifying key trends, variances, and areas of improved performance. Works with other departments in Walgreens for account reconciliation.
• Provides information and assistance to management regarding expenditures, purchases and other costs of doing business.
• As requested, answers complex request for proposal (RFP) questions related to new business and client renewals for a variety of different programs. Responsible for ensuring data integrity and accuracy of information provided to RFP questions.
• Performs ad hoc analysis and forecasts for internal management team and external customers.
• Provides guidance and training to associate analysts and analysts on financial modeling, data extraction techniques, budgetary considerations, and recommends best practices on pulling and refining data. As needed provides explanation to team regarding intricate web of data and how assumptions on one program or project may impact other programs or projects that are not specifically in scope during an analysis.

• Bachelor’s degree and at least 1 year of experience in an analytical role in finance, accounting, business management, quantitative analysis or economics or High School Diploma/GED and at least 4 years of experience in an analytical role in finance, accounting, business management, quantitative analysis or economics.
• Experience with financial analysis, financial modeling, profitability analysis and/or auditing techniques.
• Experience using time management skills such as prioritizing/organizing and tracking details and meeting aggressive deadlines of multiple projects with varying completion dates.
• Experience with analyzing and reporting data in order to identify issues, trends, or exceptions to drive improvement of results and find solutions.
• Intermediate level skill in Microsoft PowerPoint (for example: applying a theme, formatting character spacing, inserting a picture, changing slide layout and theme colors, adding transitions, customizing slide numbers, changing chart style and/or formatting font).
• Intermediate level skill in Microsoft Word (for example: inserting headers, page breaks, page numbers and tables and/or adjusting table columns).
• Intermediate level skill in Microsoft Excel (for example: using SUM function, setting borders, setting column width, inserting charts, using text wrap, sorting, setting headers and footers and/or print scaling).
• Willing to travel up to 10% of the time for business purposes (within state and out of state).

• P&L Finance support for business units

• Month end close experience