Location: Remote (For Non-Local) or Hybrid (Local to NYC area)

About Capital Rx

Capital Rx is a next generation pharmacy benefits manager, overseeing prescription benefit plans on behalf of employers, unions, and government entities. Determined to transform an outdated model, Capital Rx’s mission is to change the way prescription benefits are priced and administered in the US, unlocking enduring social change. Through our platform approach, Capital Rx delivers data-driven insights and actionable strategies that reduce costs, while improving patient outcomes. Our commitment to innovation, technology and service is the reason why Capital Rx is among the fastest-growing PBMs in the country.

Position Summary

The Financial Analyst is a highly visible and critical position being added to the Finance function at Capital Rx and will partner with all departments across the organization. This role will play an important role in building out and maintaining Financial Planning processes, KPI creation and management, as well as providing valuable insight that will be used to assess the performance of the business. The individual must have a strong financial background and experience with financial forecasting best practices and planning tools.

Position Responsibilities

• Construct and manage annual budgets, monthly forecasting and long-range planning activities
• Prepare timely and detailed financial reports following monthly, quarterly, and yearly closes
• Assist in preparation of board reporting and investor reporting materials
• Enhance analytical tools, KPI creation, and monthly dashboards
• Partner with department leaders to provide key insights and trends that help drive improvements across the organization
• Conduct ad hoc financial modeling to support business case development as needed

Minimum Qualifications

• Undergraduate bachelor’s degree, with record of strong academic performance in Accounting, Finance, Business, Economics or other quantitative fields
• 1+ years of related experience in finance, data analysis, or accounting
• Strong financial modeling and Excel skills
• Proficiency in FP&A tools
• Ability to challenge and improve existing processes through automation and redesign
• Motivated team player with the ability to work in a fast-paced, forward-moving environment
• Exceptional written and verbal communication skills
• Attention to detail & commitment to delivering high quality work
• Passion for healthcare and for driving lasting change in pharmacy benefits

Preferred Qualifications

• Planful experience is a plus

Base Salary: $70,000 - $80,000

Nothing in this position description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

Capital Rx values a diverse workplace and celebrates the diversity that each employee brings to the table. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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