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Sr. Financial Analyst

Navitus Health Solutions LLC
Madison, WI
  • Posted: over a month ago
  • Full-Time
Job Description

Pharmacy Benefits Reinvented- As the industry’s alternative pharmacy benefit manager (PBM), we’re committed to making prescriptions more affordable for you and your members. Here at Navitus, our team members work in an environment that celebrates creativity, fosters diversity and encourages growth. We welcome new ideas and share a passion for excellence.

The position of Sr. Financial Analyst performs various financial analysis and pricing activities associated with the company’s operations as a Pharmacy Benefit Manager (PBM). The Financial Analyst compiles financial data in various formats to be used by Senior Leadership, SSM Health, and other key stakeholders in the organization.

Is this you? Find out more below!

How do I make an impact on my team?

Pricing & Contracted Fees

  • Develop Administrative fee for potential clients using the Excel Pricing Model and other inputs as needed, (includes working with Sales leadership)
  • Maintain and update pricing model for accuracy
  • Support financial RFP offerings, participate in pricing/strategy calls, assist with fee related, allowance and credit regarding RFP requests
  • Client Profitability analysis
  • Lead pricing efforts for existing client renewals

Corporate Financial Analysis

  • M&A analysis, review and support
  • Various Corporate Level Financial modeling and other ad hoc analysis as needed

Revenue Analysis

  • Prepare monthly summary of revenue metrics including life counts, discount card and other sources of revenue volume by line of business for Finance Leadership
  • Compile and maintain monthly lives and revenue by client file
  • Prepare life count by state and line of business analyze and explain changes
  • Produce monthly claim volume report, analyze/understand changes
  • Analyze and investigate P&L revenue actual to budget and variances each month. Provide analysis to Finance Leadership
  • Gather revenue by state information needed for tax reporting. Respond to requests and work with SSM Tax Department to provide revenue data for tax filings

Budgeting / Financial Forecasting

  • Coordinate management of the revenue budgeting and forecasting for all business units. Analyze revenue variances and provide explanations to upper management.
  • Lead annual budget process
    • Improving department-level templates and rollup files. Understand revenue and expense breakout needs and adapt templates to accommodate
  • Create monthly corporate forecasting by entity

What our team expects from you?

  • Bachelor’s degree in Finance or Accounting preferred.
  • A minimum of seven years financial analysis experience is required.
  • Experience working with financial data and understanding results.
  • Experience with Accounting software.
  • Experience creating financial models and working with advanced Excel formulas.
  • Participate in, adhere to, and support compliance program objectives
  • The ability to consistently interact cooperatively and respectfully with other employees

What can you expect from Navitus?

  • Hours/Location: Monday – Friday: 8:00am-5:00pm CST: Madison, WI or Appleton, WI.
  • Paid Volunteer Hours
  • Educational Assistance Plan and Professional Membership assistance
  • Referral Bonus Program – up to $750!
  • Top of the industry benefits for Health, Dental, and Vision insurance, Flexible Spending Account, Paid Time Off, Eight paid holidays, 401K, Short-term and Long-term disability, College Savings Plan, Paid Parental Leave, Adoption Assistance Program, and Employee Assistance Program

Navitus Health Solutions LLC


Madison, WI
53717 USA


Finance and Insurance

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