Treasury Financial Analyst

Treasury Financial Analyst Location Hybrid work in Fort Lauderdale, FL :

Treasury-Financial Analyst Staff

WHO WE ARE Polaris Pharmacy Services is an industry leader in both the Long-Term Care and Post-Acute Care settings. Founded in 2015, we are locally and independently owned with pharmacies nationwide. We are proud to offer competitive benefits and industry pay as well as the opportunity for career advancement to all our team members.

OVERVIEW

The Treasury/Financial Analyst Staff will support the treasury department analyzing budget-to-actual performance and assisting with monthly Profit & Loss (P&L) analysis. This role ensures financial data is accurate, timely, and helps optimize cash management and budgeting processes.

Key Responsibilities:

• Budget vs. Actual Analysis (P&L):
  • Perform monthly budget-to-actual analysis for various departments.
  • Prepare reports highlighting variances between budget and actual performance.
  • Work with the finance team to ensure accurate expense and revenue allocations.
  • Identify opportunities for cost savings or revenue improvements based on analysis.
• Financial Reporting and Analysis:
  • Support the preparation of monthly and quarterly financial reports on cash flow and P&L performance.
  • Analyze financial trends and provide insights on cash management and profitability.
  • Assist with ad hoc financial analysis for internal stakeholders.
• Forecasting and Budgeting Support:
  • Help develop cash flow forecasts and contribute to budgeting processes.
  • Ensure financial forecasts align with actual performance over time.
• Treasury Systems and Tools:
  • Maintain cash management and budgeting tools for accurate reporting.
  • Assist in improving financial processes and systems.
• Collaboration:
  • Work with accounting, finance, and operations teams to ensure accurate financial data and alignment.
  • Communicate financial results and analysis to both financial and non-financial teams.

Qualifications

Qualifications:

• Education: Bachelor's degree in Finance, Accounting, Economics, or related field.
• Experience: 1-3 years in treasury or financial analysis, with experience in budget-to-actual analysis.
• Skills:
  • Strong analytical skills and attention to detail.
  • Proficiency in Excel and financial reporting tools.
  • Knowledge of financial reporting and budgeting.
  • Familiarity with accounting principles, especially P&L analysis.
  • Strong communication skills for presenting financial data to diverse teams.

Preferred Qualifications:

• Experience with treasury systems or ERP software (e.g., SAP, Oracle).
• Basic understanding of treasury operations.

Work Environment:

• Full-time, in-office or hybrid work model depending on company policy.
• Some flexibility may be available based on business needs.

HOLIDAY & PTO POLICY

• Paid holidays are provided annually, with 6 days offered each year, along with 5 sick days.
• Employees earn up to 10 PTO days each year, with rollover options and milestone bonuses.
• Employees have the option to cash out up to 10 PTO hours each quarter for added financial flexibility.

Please note, because we are a pharmacy most of our locations are open 24-hours a day, 7 days a week and therefore schedules may change as determined by the needs of the business.

BENEFITS - for Full-time Employees

• Medical, Dental, Vision, and Life insurance
• 401 (k) (available for Part Time & Full Time EEs)
• Short-term and Long-term disability insurance
• Tuition reimbursement
• Personal Time Off (PTO)
• Competitive pay with annual performance reviews and merit-based raises
• Career growth potential
• Annual on-site voluntary Flu Vaccines
• Employee referral bonus program