Manager, Financial Planning & Analysis

📍 Polaris Pharmacy Services of Ft Lauderdale - Ft. Lauderdale, FL 33309

Overview

Position Type:

Full Time

Description

Position Overview

Manager of Financial Planning & Analysis partners with the Vice President of Strategic Finance, the CFO, and operational leaders in driving financial visibility, operational performance, and long-term value creation.

The core of this role is owning and leading Polaris's planning cycle: the annual operating plan, the quarterly reforecast, and the long-range plan. The Manager will also own monthly performance reporting and KPI development, and will build the financial models that help leadership translate operational initiatives into measurable financial outcomes. The role has one direct report, a Financial Analyst, with the team expected to evolve as the function grows.

Cash Forecasting & Lender Reporting

• Develop and maintain the 13-week cash flow forecast, providing visibility into liquidity and funding needs in collaboration with treasury lead
• Support working capital analysis, including AR, inventory, and payables, to improve cash conversion
• Prepare financial analyses supporting lender reporting, covenant compliance calculations, and financing activities as needed

Team Leadership

• Supervise, coach, and develop one direct report (Financial Analyst), with the team expected to evolve as the function grows; review work product for accuracy and quality
• Document FP&A processes and continuously improve tools, templates, and timelines, including integrating AI into planning and reporting workflows

Annual Plan, Quarterly Reforecast & Long-Range Plan (Core of the Role)

• Own and lead the company's annual operating plan end to end, including the planning calendar, assumptions, templates, and coordination with pharmacy site and functional leaders
• Own and lead the quarterly reforecast, updating the full-year outlook for revenue, gross margin, EBITDA, and cash, and explaining changes versus plan
• Own and lead the long-range plan, linking it to Polaris's strategic priorities, growth initiatives, and capital needs
• Build site-level plans and forecasts for each pharmacy and infusion center that roll up to the consolidated plan
• Present the annual plan, quarterly reforecasts, and long-range plan to the VP of Strategic Finance and CFO, and prepare materials for executive and board review

Performance Management & KPI Development

• Maintain enterprise and site-level KPI frameworks and performance metrics
• Prepare monthly budget-vs-actual and forecast variance analysis, explaining drivers of revenue, gross margin, and EBITDA
• Track pharmacy-specific operating metrics such as prescriptions/doses dispensed, revenue and gross profit per script, census/beds served, drug cost and generic utilization, payer mix, and labor productivity
• Partner with Revenue Cycle Management to track cash collections, DSO, and AR aging trends and their impact on forecasts

Executive Reporting & Business Insights

• Prepare the monthly financial reporting package for the VP of Strategic Finance and CFO, including materials that support executive and board-level reporting
• Develop and maintain executive dashboards in partnership with Business Intelligence
• Translate financial data into actionable insights to inform leadership decision-making
• Develop and maintain best-in-class models and processes to enable decision velocity

Strategic Financial Modeling

• Build business case models and financial analyses to support strategic initiatives, joint ventures/partnerships, new customer contracts, and capital allocation decisions
• Conduct scenario and sensitivity analysis to assess risks, opportunities, and operational investments, including pharmacy site performance and network optimization
• Track post-investment performance of approved initiatives against their business cases

Mergers & Acquisitions Support

• Support evaluation of acquisition opportunities and strategic partnerships
• Build and maintain financial models including valuation analysis, return modeling, and synergy assessment
• Assemble financial data and analyses in response to diligence and partner information requests

Qualifications

Qualifications / Experience

• Bachelor's degree in finance, accounting, economics, or related field; MBA or CPA a plus
• 6–8+ years of experience in FP&A, corporate finance, investment banking, or consulting, including at least 2 years leading or mentoring analysts
• Expert-level Excel skills and advanced financial modeling capability
• Strong financial systems knowledge; experience with Sage (e.g., Sage Intacct) or an equivalent ERP strongly preferred; planning/BI tools (e.g., Power BI, Adaptive, Anaplan) a plus
• Strong understanding of three-statement financials, EBITDA drivers, and working capital
• Healthcare services, pharmacy services, or multi-site healthcare experience preferred; familiarity with pharmacy reimbursement (Medicare Part D, Medicaid, PBM, and facility billing) a plus
• Experience supporting private equity-backed or high-growth organizations strongly preferred
• Clear written and verbal communicator who can present findings to senior leaders
• Comfortable using and integrating AI tools in finance (e.g., for forecasting, analysis, report automation, and drafting commentary), with sound judgment to validate AI-generated output and the ability to lead adoption within the team