Job Title 

Vice President of Financial Planning and Analysis

Location

CSI Plano TX

Employee Type

Employee

Working Hours Per Week

40

Summary

The VP of Financial Planning and Analysis (FP&A) will play a critical role in driving the financial strategy and performance of CSI Pharmacy. The VP of FP&A will lead a team of financial analysts and collaborate closely with senior leadership to provide insightful analysis and strategic recommendations that support our growth objectives. The ideal candidate will possess a deep understanding of financial modeling, budgeting, forecasting and performance analysis.    

Essential Duties and Responsibilities

Include, but are not limited to, the following. Other duties may be assigned as necessary.

• Strategic Leadership:
  • Develop and execute the financial planning and analysis strategy aligned with company goals.
  • Partner with senior management to provide insights on financial performance and strategic initiatives.
• Financial Modeling & Forecasting:
  • Oversee the development of financial models to support strategic decision-making and capital allocation.
  • Lead the annual budgeting process and regular forecasting efforts to ensure financial targets are met.
• Performance Analysis:
  • Analyze financial results and key performance indicators (KPIs) to identify trends, variances, and opportunities for improvement.
  • Prepare and present detailed financial reports to senior leadership and the board of directors.
• Team Management:
  • Build, mentor, and manage a high-performing FP&A team.
  • Foster a culture of continuous improvement, encouraging innovative thinking and problem-solving.
• Cross-Functional Collaboration:
  • Work closely with various departments to support operational and strategic initiatives, ensuring alignment with financial goals.
  • Provide financial insights during key business decisions, including M&A activities, capital investments, and operational changes.
• Process Improvement:
  • Identify and implement process enhancements to improve efficiency and accuracy in financial reporting and analysis.
  • Stay abreast of industry trends and best practices in financial planning and analysis.

Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Excellent communication skills with proven ability to effectively communicate with other internal departments at all levels within an organization.
• Ability to educate and lead a team of analysts to achieve departmental and organizational goals.
• Strong financial analysis skills with the ability to interpret and communicate operational results to management.
• Ability to recognize changes within the organization, analyze the impact of these changes and communicate risks and recommend opportunities for the organization.
• Detail-oriented with a problem-solving and customer service attitude.
• Strong computer skills including but not limited to Microsoft Excel, PowerPoint, and various software applications.
• Ability to travel approximately 10% of the time.

Education and/or Experience

• Bachelor’s degree in accounting, finance or business administration required or equivalent experience.
• Healthcare experience preferred, pharmacy experience a plus.
• 10+ years progressive accounting and finance experience.
• MBA or CPA preferred.

Certificates, Licenses, Registrations

Must have and maintain in good standing professional license, certificate, or registration, as applicable.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee regularly is required to stand, walk, sit, climb stairs, use hand to finger, handle or feel objects, tools, or controls; and reach with hands and arms.

The employee frequently lifts and/or moves up to 20 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job generally operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. While performing the duties of this position, the employee may travel by automobile and be exposed to changing weather conditions.

Comments

This description is intended to describe the essential job functions, the general supplemental functions, and the essential requirements for the performance of this job. It is not an exhaustive list of all duties, responsibilities, and requirements of a person so classified. Other functions may be assigned, and management retains the right to add or change the duties at any time.

NOTICE: Successful completion of a drug screen prior to employment is part of our background process, which includes medical and recreational marijuana.

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CSI Pharmacy is an Equal Opportunity Employer