Financial Anayst

🏢 Summary: Senior Financial Analyst role supporting the Renewables division with forecasting, budgeting, variance analysis, labor P&L evaluation, and financial reporting. The position focuses on driving operational and financial performance through data analysis, reporting, and cross-functional collaboration with finance leadership and executives. 🗂️ Requirements: 7+ years of financial analysis experience, Experience with forecasting and budgeting, Experience with variance and margin analysis, Financial modeling experience for organizations or departments over $2M, Experience analyzing labor P&L, Advanced Excel skills, Familiarity with ERP systems, Ability to simplify complex financial problems into actionable steps, Experience partnering with senior and executive leadership, Strong verbal and written communication skills, Ability to manage multiple tasks and projects independently 📃 Skills: Excel, Salesforce, NetSuite, AdaptiveInsights, ERP, Forecasting, Budgeting, Modeling, Reporting, Analysis 🏢 Description: At PEARCE, we've got a career for you! Your Impact: Pearce is seeking an experienced Senior Financial Analyst to support our Renewables division's finance leader and executives. This role will focus on regular and ad hoc reporting and analysis to drive financial and operational performance, efficiency, and cost management, particularly in evaluating labor. The successful candidate will contribute to weekly and monthly reporting packages, develop reports, and conduct ad hoc analyses to provide critical insights into the business's operational and financial performance. Core Responsibilities: • Collaborate with our finance Manager on in-depth financial analysis, including forecasting, budgeting, and variance analysis, to support strategic decision-making. • Serve as a trusted partner in forecasting and budgeting, conducting insightful analyses to deepen business understanding. Own key components of the financial forecast and ensure consistency in approach and reporting across business units. • Work with the Finance team to perform margin and variance analyses, uncover insights to drive process improvements, and identify cost-saving opportunities. • Act as a proactive team player and independent thinker, capable of delivering results with minimal guidance while asking thoughtful, business-savvy questions. • Combine data and reporting systems and help facilitate sharing best practices across the organization. Core Experience: • 7+ years of experience in financial analysis with a demonstrated history of career progression. • Financial analysis and modeling for organizations and/or departments over $2M. • Conduct detailed financial analysis of labor P&L across various service lines to identify trends, discrepancies, and opportunities and to identify the correct total rewards program. • Experience with Salesforce is preferred. • Familiarity with Adaptive Insights and NetSuite or similar ERP systems. • Ability to simplify complex problems into actionable process steps. • Advanced Excel skills, including nested and pivot tables. • Proven ability to partner with senior and executive-level management. • Strong communication skills, both verbal and written, with excellent listening capabilities. • Self-motivated, solution-oriented, and able to prioritize multiple tasks and projects with a strong sense of urgency. Compensation and Benefits: • Base pay range: $80,000—$130,000 USD. • Eligibility for performance and referral bonuses, production incentives, and applicable stipends. • Comprehensive benefits package including health and life insurance. • 401(k) with employer match. • Paid time off and paid holidays. • Tuition reimbursement and professional development courses. • Medical, dental, and vision insurance. • Flexible spending accounts and HSA option. • Company vehicle, phone, laptop, or tablet as required for the role. Pearce is an equal opportunity employer.

🏢 Summary: Senior Financial Analyst role supporting the Renewables division with forecasting, budgeting, variance analysis, and operational financial reporting. The position focuses on labor P&L analysis, financial modeling, and delivering insights to improve performance, efficiency, and cost management. The role also involves collaboration with finance leadership and executive stakeholders across business units. 🗂️ Requirements: 7+ years of financial analysis experience, Experience with forecasting and budgeting, Experience with financial modeling, Experience analyzing labor P&L, Advanced Excel skills, Experience with variance and margin analysis, Familiarity with ERP systems, Ability to simplify complex financial problems, Ability to work with senior and executive leadership, Strong verbal and written communication skills 📃 Skills: Excel, Salesforce, NetSuite, AdaptiveInsights, ERP, Forecasting, Budgeting, Modeling, Analysis, Reporting 🏢 Description: At PEARCE, we've got a career for you! Your Impact: Pearce is seeking an experienced Senior Financial Analyst to support the Renewables division's finance leader and executives. This role will focus on regular and ad hoc reporting and analysis to drive financial and operational performance, efficiency, and cost management, particularly in evaluating labor. The successful candidate will contribute to weekly and monthly reporting packages, develop reports, and conduct ad hoc analyses to provide critical insights into the business's operational and financial performance. Core Responsibilities: - Collaborate with the finance Manager on in-depth financial analysis, including forecasting, budgeting, and variance analysis, to support strategic decision-making. - Serve as a trusted partner in forecasting and budgeting, conducting insightful analyses to deepen business understanding. - Own key components of the financial forecast and ensure consistency in approach and reporting across business units. - Work with the Finance team to perform margin and variance analyses, uncover insights to drive process improvements, and identify cost-saving opportunities. - Act as a proactive team player and independent thinker, capable of delivering results with minimal guidance while asking thoughtful, business-savvy questions. - Combine data and reporting systems and help facilitate sharing best practices across the organization. Core Experience: - 7+ years of experience in financial analysis with a demonstrated history of career progression. - Financial analysis and modeling for organizations and/or departments over $2M. - Conduct detailed financial analysis of labor P&L across various service lines to identify trends, discrepancies, and opportunities and to identify the correct total rewards program. - Experience with Salesforce is preferred. - Familiarity with Adaptive Insights and NetSuite or similar ERP systems. - Ability to simplify complex problems into actionable process steps. - Advanced Excel skills, including nested and pivot tables. - Proven ability to partner with senior and executive-level management. - Strong communication skills, both verbal and written, with excellent listening capabilities. - Self-motivated, solution-oriented, and able to prioritize multiple tasks and projects with a strong sense of urgency. Compensation and Benefits: - Base pay range: $80,000—$130,000 USD. - Eligibility for performance and referral bonuses, production incentives, tool/equipment and fuel stipends, company vehicle, per diem, or other applicable compensation. - Comprehensive benefits package including health and life insurance. - 401(k) with employer match. - Paid time off and paid holidays. - Tuition reimbursement and professional development courses. - Medical, dental, and vision insurance. - Flexible spending accounts and HSA option. - Company vehicle, phone, laptop, or tablet provided as required for the role. Pearce is an equal opportunity employer. All employment decisions are based on merit, competence, performance, and business needs.

🏢 Summary: The Financial Planning & Analysis Manager supports enterprise-wide budgeting, forecasting, pricing analytics, and strategic decision-making, partnering with executive and cross-functional leaders to drive revenue growth and profitability. The role focuses on advanced financial modeling, pricing strategy evaluation, commercial performance analysis, and management reporting. It plays a key role in improving forecasting processes, optimizing pricing, and enhancing business performance across the organization. 🗂️ Requirements: Bachelor's degree in Finance, Accounting, Economics, Business, or related field, 5–8+ years of experience in FP&A, Corporate Finance, Commercial Finance, or Pricing Analytics, Advanced financial modeling, forecasting, budgeting, and scenario analysis experience, Experience in pricing, profitability, and revenue performance analysis, Proficiency in Excel and BI tools (Power BI, Sigma, Tableau or similar), Experience with ERP systems and financial planning tools, Ability to analyze large datasets and deliver actionable insights, Strong knowledge of forecasting methodologies and KPI development, Experience supporting executive leadership and cross-functional teams 📃 Skills: Excel, PowerBI, Sigma, Tableau, ERP, FinancialModeling, Forecasting, Budgeting, ScenarioAnalysis, PricingAnalytics, ProfitabilityAnalysis, KPI, BI 🏢 Description: POSITION SUMMARY The Financial Planning & Analysis Manager is responsible for supporting enterprise-wide financial planning, forecasting, management reporting, pricing analytics, and strategic decision support. This role serves as a key business partner to executive leadership, sales, operations, fleet, and commercial teams by delivering actionable insights that drive revenue growth, margin expansion, and capital efficiency. They will combine strong financial planning expertise with advanced analytical capabilities, particularly in pricing, profitability, and business performance management. This position plays a critical role in developing financial forecasts, evaluating pricing strategies, supporting S&OP processes, and improving decision-making across the organization. LOCATION Onsite in Fort Wayne, IN Candidates located in or willing to relocate to the Fort Wayne, IN market are prioritized. Exceptional remote candidates may be considered on a case-by-case basis. COMPENSATION This position offers a competitive compensation package benchmarked to regional market standards. It includes a base salary plus the opportunity for quarterly profit sharing after one year of employment. RESPONSIBILITIES FINANCIAL PLANNING & ANALYSIS Support the annual budgeting, monthly forecasting, and long-range planning processes across the organization. Develop and maintain financial models that support strategic planning, scenario analysis, and operational decision-making. Prepare monthly management reporting packages, including executive KPI dashboards, board materials, variance analysis, and forecast-to-actual reporting. Analyze revenue, margins, operating expenses, EBITDA, and capital expenditures to identify trends, risks, and opportunities. Partner with business leaders to evaluate financial performance and recommend actions that improve profitability and operational efficiency. Support strategic initiatives, acquisitions, investments, and capital allocation decisions through financial modeling and business case analysis. Drive continuous improvement of forecasting, planning, and reporting processes, including support for BI modernization and reporting automation efforts. PRICING & COMMERCIAL ANALYTICS Lead pricing and profitability analysis across customers, products, locations, and market segments. Evaluate pricing strategies, discount structures, and revenue optimization opportunities to maximize growth and margin performance. Analyze key commercial metrics, including price realization, utilization, customer profitability, yield, competitive pricing trends, and adherence to pricing guidelines. Develop pricing dashboards, scorecards, and executive reporting that provide actionable business insights. Conduct pricing studies, sensitivity analyses, and scenario modeling to support commercial decision-making and strategic initiatives. BUSINESS PARTNERSHIP Serve as a trusted finance partner to leaders across Sales, Operations, Fleet, and Corporate Functions. Translate complex financial and operational data into clear, actionable recommendations for business stakeholders. Facilitate monthly business reviews, forecast discussions, and performance management conversations. Drive accountability around financial targets, operational metrics, and key business objectives. REQUIREMENTS MUST HAVE Bachelor's degree in Finance, Accounting, Economics, Business, or a related field. 5–8+ years of progressive experience in FP&A, Corporate Finance, Commercial Finance, Pricing Analytics, or a related discipline. Demonstrated experience supporting executive leadership and cross-functional business partners. Advanced financial modeling, forecasting, budgeting, and scenario analysis experience. Experience analyzing pricing, profitability, revenue performance, or other commercial business drivers. Strong proficiency with Excel and business intelligence tools such as Power BI, Sigma, Tableau, or similar platforms. Experience working with ERP systems and financial planning tools. Ability to analyze large datasets and translate findings into actionable business recommendations. Strong understanding of forecasting methodologies, profitability analysis, KPI development, and financial performance management. Excellent communication and presentation skills with the ability to influence stakeholders across all levels of the organization. Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment. Demonstrated ability to lead change, improve processes, and drive continuous improvement initiatives. NICE TO HAVE MBA, Master's degree, or other advanced business or finance-related degree. Experience within transportation, fleet management, equipment rental, logistics, industrial services, or other asset-intensive industries. Experience supporting pricing strategy, revenue management, utilization analysis, or commercial finance functions. EMPLOYEE BENEFITS Wellness & Fitness On-site CrossFit-style gym with a full-time personal trainer offering group classes, virtual personal training, personalized workout plans, and nutrition coaching. Exclusive Employee Perks PTR swag and uniform/boot allowance. On-site micro-markets with snacks and essentials. Discounts on phone plans, supplier vehicles, mobile detailing, tools, and equipment. Additional partner and vendor discounts. Performance Incentives Commission structures, bonuses, or profit-sharing opportunities based on performance, depending on the role. Comprehensive Benefits — Starting Day One Premium healthcare coverage (medical, dental, vision, mental health, virtual healthcare). 401(k) matching and long-term financial planning support. Paid time off. Life, accidental death, and disability coverage. Ongoing learning and development opportunities. Training, Growth & Recognition Use of the Predictive Index behavioral assessment tool to support hiring decisions, team development, and employee engagement. Culture & Connection Field days and team events. The Extra Mile Recognition Program. Text alerts and open communication initiatives. Employment Classification Full-time, part-time, contractor, and intern positions available depending on business needs. Benefits eligibility varies by employment classification. Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to legally protected characteristics.

🏢 Summary: Finance Analyst role supporting financial operations, forecasting, reporting, and strategic analysis within a growing healthcare technology company. The position focuses on financial modeling, KPI tracking, reporting automation, and cross-functional collaboration to improve scalability and decision-making. Candidates will contribute to board materials, investor communications, and financial infrastructure initiatives. 🗂️ Requirements: 2–3 years experience in investment banking, consulting, or corporate finance/FP&A, Strong financial modeling and analytical skills, Knowledge of accounting principles and financial reporting, Proficiency in Excel and PowerPoint, Strong presentation and communication skills, Ability to manage cross-functional projects independently, Experience working with financial and operational metrics 📃 Skills: Excel, PowerPoint, NetSuite, FP&A, Accounting, Finance, Forecasting, Modeling, Reporting, Analytics 🏢 Description: Iterative Health is a healthcare technology and services company powering the acceleration of clinical research to transform patient outcomes. We built a leading performance-driven network of 100+ sites across the US, Europe, India, and Australia, conducting research directly in the communities where care is delivered across gastrointestinal, hepatology, obesity, and cardiology. By combining deep clinical trial expertise with cutting-edge AI, we connect sponsors' scientific ambitions with high-performing research teams that expedite and expand access to novel therapeutics for patients in need. Today, Iterative Health is headquartered in Cambridge, Massachusetts, and New York City with 250+ employees world-wide. About the Role We are seeking a highly motivated Finance Analyst to join our growing team. In this role, you'll partner closely with the Finance, Accounting and operational teams, as well as cross-functional stakeholders, to support strategic decision-making and optimize financial operations across the business. This is a high-impact role where you'll gain hands-on experience supporting the financial operations of a rapidly scaling healthcare technology company. You will also play a key role in evolving our financial systems and infrastructure, particularly as we expand our joint venture (JV) partnerships and build for scale. Responsibilities Develop and maintain robust financial models to evaluate revenue performance, key business metrics, and strategic growth initiatives Prepare and present monthly reports to key business stakeholders, offering clear insights and transparency into financial performance Support the automation and accuracy of reports as the company builds out an EDW and implements Adaptive Insights Provide strategic analysis and actionable recommendations to support decision-making across the business Enhance forecast accuracy through deep understanding of financial and operational drivers Strengthen financial infrastructure and reporting processes to support scalability, efficiency, and accuracy Foster strong collaboration between finance and business partners; work closely with operational teams to define department-level KPIs and identify opportunities for performance improvement Contribute to high-impact financial initiatives, including board materials, investor communications, and other core finance functions What We're Looking For Required Qualifications 2–3 years of experience in investment banking, consulting, or in a corporate finance / FP&A related role at a high-growth startup Strong financial modeling, analytical and problem-solving skills, with attention to detail Familiarity with accounting principles and financial reporting Demonstrated interest in corporate finance and business operations Proficiency in Excel and PowerPoint, with strong presentation skills and the ability to communicate financial insights clearly to both technical and non-technical audiences Strong written, verbal, and interpersonal communication skills Proven ability to work independently and manage cross-functional projects High level of ownership and a desire to learn and grow Preferred Qualifications Prior experience with accounting systems (e.g., NetSuite) Accounting experience or relevant certification (e.g., working towards CFA certification) New York pay range$95,000—$120,000 USDAt Iterative Health, we're actively working towards creating an environment that is representative of the diversity of patients our technology serves. We are focused on building an equitable and inclusive culture, and by extension, hiring process. If you require any accommodations to make the application process or interviewing experience more accessible to you, please contact CandidateAccommodations@iterative.health.

🏢 Summary: Business development and sales role focused on Critical Power and UPS solutions, responsible for generating new revenue, managing complex sales cycles, and developing customer-specific proposals. The position collaborates cross-functionally to deliver technical service solutions for mission-critical infrastructure markets such as telecom, data centers, and electrical systems. 🗂️ Requirements: 5+ years of sales, business development, or account management experience, Experience in Critical Power, UPS, electrical infrastructure, telecom, HVAC, generator services, or related industries, Proven ability to generate new business and close complex sales opportunities, Experience preparing proposals, RFP responses, quotations, and presentations, Strong negotiation and contract management skills, Ability to interpret customer technical and operational requirements, Experience working with cross-functional teams, Excellent written and verbal communication skills, Ability to work independently in a remote environment, Proficiency with Microsoft Office Suite, Experience using CRM systems, Experience with proposal development and sales reporting tools 📃 Skills: UPS, BESS, HVAC, CRM, RFP, Microsoft, Telecom, Electrical, Generators, Salesforce 🏢 Description: At PEARCE, we've got a career for you! Your Impact At Pearce, we are powering the infrastructure that keeps critical operations running. As a key contributor within our Critical Power/UPS segment, you will play a strategic role in driving new business growth, expanding customer relationships, and positioning Pearce as a trusted partner for critical power solutions and services. This is a high-impact, revenue-generating role focused on identifying new opportunities, developing winning sales strategies, and leading customers through the full sales lifecycle—from prospecting to proposal development to contract execution. You will collaborate across multiple departments to create tailored solutions that align with customer needs while contributing directly to revenue and margin growth across the business. The ideal candidate is a proactive sales professional with strong business development experience, exceptional communication skills, and the ability to create compelling proposals and presentations that drive customer engagement and long-term partnerships. Core Responsibilities • Identify, prospect, and develop new revenue opportunities within the Critical Power/UPS market. • Build and maintain strong relationships with prospective customers, industry partners, and key stakeholders. • Lead the sales process from initial outreach through proposal development, negotiation, and contract execution. • Collaborate with internal stakeholders to develop pricing strategies, service solutions, and customer-specific proposals. • Oversee the preparation and delivery of RFP responses, quotations, presentations, bids, and marketing materials. • Interpret customer requirements and align Pearce services and capabilities to meet operational and technical needs. • Analyze and communicate contractual, technical, and commercial requirements internally to support winning bid strategies. • Deliver high-quality customer presentations and communicate Pearce's value proposition effectively to executive-level audiences. • Support the development of strategic sales plans to expand market presence and customer base growth. • Participate in industry conferences, networking opportunities, and customer-facing events to promote Pearce services and strengthen brand visibility. • Work cross-functionally with operations, finance, leadership, and subject matter experts to ensure successful solution development and customer satisfaction. • Maintain awareness of industry trends, market conditions, and competitive activity within the Critical Power/UPS sector. • Specific duties may vary or evolve over time based on business and client needs. Core Experience • 5+ years of successful sales, business development, or account management experience, preferably within Critical Power, UPS, electrical infrastructure, telecom, HVAC, generator services, or related technical industries. • Proven track record of generating new business, growing revenue, and closing complex sales opportunities. • Experience developing and presenting customer proposals, RFP responses, quotations, and sales presentations. • Strong ability to communicate company value propositions clearly and effectively through written, verbal, and presentation-based communication. • Demonstrated success working within cross-functional and multi-division environments while partnering with executives, operations teams, finance, and technical subject matter experts. • Strong negotiation skills with the ability to manage customer discussions through contract closure. • Ability to interpret customer requirements and translate them into strategic service solutions. • Excellent written and verbal communication skills with strong attention to detail. • Self-motivated, charismatic, and proactive professional with strong organizational and relationship-building skills. • Comfortable operating independently in a remote environment while collaborating across multiple time zones. • Experience participating in industry events, networking, and customer engagement activities preferred. • Proficiency with Microsoft Office Suite, CRM systems, proposal development tools, and sales reporting platforms preferred. Preferred location Texas Base pay: $120,000 -180,000 At Pearce, we are committed to fair and transparent pay practices. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and location. In addition to wages, employees may also be eligible for performance and referral bonuses, production incentives, tool/equipment and fuel stipends, company vehicle, per diem or other applicable compensation. We also offer all full-time employees a comprehensive benefits package including health and life insurance, 401k with employer match, paid time off, tuition reimbursement, and professional development courses. This pay range reflects our commitment to pay equity and compliance with state and federal pay transparency laws. If you have questions about compensation, we encourage open discussions during the hiring process. What We Offer • Competitive compensation • Medical, dental, and vision insurance • Flexible spending accounts • HSA option • Paid vacation and holidays • 401(k) retirement plan with company match • Life insurance • Tuition reimbursement • Professional development training • Company vehicle, phone, laptop, or tablet as required for the role • Necessary tools and safety equipment provided We are an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs.

🏢 Summary: Full-time Financial Planning & Analysis Manager role responsible for enterprise-wide budgeting, forecasting, pricing analytics, and strategic financial modeling. The position partners with executive and commercial leaders to drive profitability, revenue growth, and capital efficiency through data-driven insights. Based onsite in Fort Worth, TX (remote considered in select cases), it plays a key role in performance management and pricing strategy. 🗂️ Requirements: Bachelor's degree in Finance, Accounting, Economics, Business or related field, 5–8+ years in FP&A, Corporate Finance, Commercial Finance or Pricing Analytics, Advanced financial modeling, forecasting and budgeting experience, Experience with pricing, profitability and revenue analysis, Proficiency in Excel and BI tools (Power BI, Sigma, Tableau or similar), Experience with ERP systems and financial planning tools, Ability to analyze large datasets and deliver actionable insights, Strong knowledge of KPI development and financial performance management, Experience supporting executive and cross-functional stakeholders 📃 Skills: Excel, PowerBI, Sigma, Tableau, ERP, Forecasting, Budgeting, FinancialModeling, PricingAnalytics, KPI, BI, Reporting 🏢 Description: POSITION SUMMARY The Financial Planning & Analysis Manager is responsible for supporting enterprise-wide financial planning, forecasting, management reporting, pricing analytics, and strategic decision support. This role serves as a key business partner to executive leadership, sales, operations, fleet, and commercial teams by delivering actionable insights that drive revenue growth, margin expansion, and capital efficiency. They will combine strong financial planning expertise with advanced analytical capabilities, particularly in pricing, profitability, and business performance management. This position plays a critical role in developing financial forecasts, evaluating pricing strategies, supporting S&OP processes, and improving decision-making across the organization. LOCATION Onsite in Fort Worth, TX Candidates located in or willing to relocate to the Fort Worth, TX market are prioritized. Exceptional remote candidates whose experience strongly aligns with the role's requirements may be considered on a case-by-case basis. COMPENSATION This position offers a competitive compensation package benchmarked to regional market standards. It consists of a base salary plus the opportunity for quarterly profit sharing after one year of employment. JOB STATUS Full-Time RESPONSIBILITIES FINANCIAL PLANNING & ANALYSIS - Support the annual budgeting, monthly forecasting, and long-range planning processes across the organization. - Develop and maintain financial models that support strategic planning, scenario analysis, and operational decision-making. - Prepare monthly management reporting packages, including executive KPI dashboards, board materials, variance analysis, and forecast-to-actual reporting. - Analyze revenue, margins, operating expenses, EBITDA, and capital expenditures to identify trends, risks, and opportunities. - Partner with business leaders to evaluate financial performance and recommend actions that improve profitability and operational efficiency. - Support strategic initiatives, acquisitions, investments, and capital allocation decisions through financial modeling and business case analysis. - Drive continuous improvement of forecasting, planning, and reporting processes, including support for BI modernization and reporting automation efforts. PRICING & COMMERCIAL ANALYTICS - Lead pricing and profitability analysis across customers, products, locations, and market segments. - Evaluate pricing strategies, discount structures, and revenue optimization opportunities to maximize growth and margin performance. - Analyze key commercial metrics, including price realization, utilization, customer profitability, yield, competitive pricing trends, and adherence to pricing guidelines. - Develop pricing dashboards, scorecards, and executive reporting that provide actionable business insights. - Conduct pricing studies, sensitivity analyses, and scenario modeling to support commercial decision-making and strategic initiatives. BUSINESS PARTNERSHIP - Serve as a trusted finance partner to leaders across Sales, Operations, Fleet, and Corporate Functions. - Translate complex financial and operational data into clear, actionable recommendations for business stakeholders. - Facilitate monthly business reviews, forecast discussions, and performance management conversations. - Drive accountability around financial targets, operational metrics, and key business objectives. REQUIREMENTS MUST HAVE - Bachelor's degree in Finance, Accounting, Economics, Business, or a related field. - 5–8+ years of progressive experience in FP&A, Corporate Finance, Commercial Finance, Pricing Analytics, or a related discipline. - Demonstrated experience supporting executive leadership and cross-functional business partners. - Advanced financial modeling, forecasting, budgeting, and scenario analysis experience. - Experience analyzing pricing, profitability, revenue performance, or other commercial business drivers. - Strong proficiency with Excel and business intelligence tools such as Power BI, Sigma, Tableau, or similar platforms. - Experience working with ERP systems and financial planning tools. - Ability to analyze large datasets and translate findings into actionable business recommendations. - Strong understanding of forecasting methodologies, profitability analysis, KPI development, and financial performance management. - Excellent communication and presentation skills with the ability to influence stakeholders across all levels of the organization. - Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment. - Demonstrated ability to lead change, improve processes, and drive continuous improvement initiatives. NICE TO HAVE - MBA, Master's degree, or other advanced business or finance-related degree. - Experience within transportation, fleet management, equipment rental, logistics, industrial services, or other asset-intensive industries. - Experience supporting pricing strategy, revenue management, utilization analysis, or commercial finance functions. Employee Benefits - Competitive compensation with quarterly profit sharing eligibility after one year. - Comprehensive healthcare coverage (medical, dental, vision, mental health, virtual healthcare). - 401(k) matching and long-term financial planning support. - Paid time off. - Life, accidental death, and disability coverage. - Ongoing learning and development opportunities. - On-site fitness facility with personal training support. - Additional employee perks and discount programs.

🏢 Summary: Senior Manager of Financial Planning and Analysis role driving strategic finance, AI-enabled forecasting, and regulatory-compliant financial operations in a highly regulated 503A/503B environment. The position leads financial planning, risk management, budgeting, performance metrics, and executive reporting while embedding AI into financial processes. It partners cross-functionally to optimize performance, support growth strategies, and ensure financial excellence at scale. 🗂️ Requirements: Bachelor’s degree in Finance, Business Administration, or related field, Proven experience in financial planning and analysis, Demonstrated expertise in AI-driven financial processes, Experience with financial modeling, forecasting, and analysis, Knowledge of regulatory compliance in regulated environments (503A/503B), Executive-level financial reporting experience, Strong analytical and strategic decision-making abilities 📃 Skills: FinancialModeling, Forecasting, FinancialAnalysis, AI, DataAnalytics, Budgeting, RiskManagement, Compliance, Reporting, Visualization 🏢 Description: Position Summary: As the Senior Manager of Financial Planning and Analysis, you will drive business impact through strategic financial leadership in a hyper-growth, highly regulated 503A/503B environment. You will take ownership of financial planning processes, leveraging AI to enhance speed, scale, quality, and decision-making. The role focuses on optimizing financial performance, ensuring regulatory compliance, and delivering insights that support informed executive decision-making. Responsibilities: Strategic Finance - Lead comprehensive financial analysis to identify trends, variances, and opportunities, integrating AI-driven insights to enhance decision-making. - Develop strategic recommendations aligned with growth objectives and regulatory compliance requirements. - Build risk management frameworks and contingency plans aligned with organizational risk appetite. - Integrate AI into financial planning processes to improve forecasting accuracy, scalability, and workflow efficiency. Financial Operations - Optimize financial operations through process improvements and AI automation. - Oversee budgeting processes aligned with strategic goals and financial targets. - Monitor budget adherence and provide actionable financial insights. - Design and implement performance metrics to track financial health and organizational performance. Leadership and Collaboration - Foster a high-performance, collaborative team culture focused on innovation and execution rigor. - Partner cross-functionally to align financial strategies with organizational objectives. - Deliver executive-level reporting with clear analyses and strategic recommendations using AI-enhanced data visualization tools. Innovation and Growth - Drive development and execution of financially sound growth strategies. - Ensure all financial activities comply with 503A/503B regulatory standards. - Promote continuous improvement in financial planning capabilities and tool adoption. Knowledge and Skills: - Expertise in financial modeling, forecasting, and analysis with AI integration. - Proficiency in AI and data analytics for strategic financial decision-making. - Strong leadership and executive communication skills. Experience and Qualifications: - Bachelor’s degree in Finance, Business Administration, or related field; MBA or CFA preferred. - Proven experience in financial planning and analysis with strategic leadership responsibilities. - Demonstrated expertise in AI-driven financial processes and regulatory compliance. - Strong analytical, strategic thinking, and decision-making abilities. Benefits: Comprehensive benefits package including medical, dental, and vision coverage, paid time off, 401(k) matching, wellness perks, IV therapy, and compounded medications. Physical Requirements: Role requires extended periods of sitting, frequent computer use, regular movement around the office and corporate campus, and the ability to stand, walk, reach, climb, balance, stoop, kneel, crouch, or crawl as needed.

🏢 Summary: Leadership role responsible for driving data analytics strategy and integrating AI to enhance predictive capabilities, operational efficiency, and strategic decision-making in a highly regulated pharmaceutical environment. The position leads cross-functional analytics initiatives, ensures regulatory compliance, and manages a high-performing data team aligned with business goals. Focused on innovation and governance, the role leverages advanced analytics and AI to support organizational growth and performance. 🗂️ Requirements: Bachelor's degree in Data Science, Business Analytics, or related field, Minimum 5 years of experience in data analytics or related roles, At least 2 years of leadership experience, Proven experience leveraging AI in data analytics, Experience in a highly regulated industry, Strong knowledge of data governance and regulatory compliance, Proficiency in data analytics tools and AI-driven platforms 📃 Skills: AI, Analytics, DataScience, PredictiveAnalytics, DataGovernance, Compliance, ProjectManagement, Reporting, DataManagement 🏢 Description: Empower Pharmacy is a visionary healthcare company dedicated to making quality, affordable medication accessible to millions of patients nationwide. As the nation's most advanced 503A compounding pharmacy and FDA-registered 503B outsourcing facility, we're redefining what's possible in personalized medicine and pharmaceutical manufacturing. We're proud to be recognized as one of Houston's fastest-growing private companies and ranked #116 in Healthcare & Medical on the Inc. 5000 List for 2025. Our strength is built on four core values: People, Quality, Service, and Innovation. Guided by these principles, we've created a uniquely integrated healthcare platform powered by advanced technology, operational excellence, and a relentless commitment to patient care. From manufacturing and quality control to distribution and customer experience, our teams work together to raise industry standards, expand access to critical medications, and improve outcomes for patients and providers across the country. At Empower, joining our team means more than starting a new role. It means becoming part of a mission-driven organization that's transforming healthcare at scale. We invest deeply in our people, encourage bold thinking, and create opportunities for growth, leadership, and innovation at every level. Your ideas matter here, your development is supported, and the work you do has a direct impact on the lives of millions. If you thrive in a fast-moving, purpose-driven environment where innovation, collaboration, and ambition come together, Empower Pharmacy is the place for you. Let's transform healthcare together.POSITION SUMMARY The Manager, Data Analytics plays a crucial role in driving business impact through sophisticated data analysis and strategic insights. This position encompasses ownership of extensive data projects, leveraging AI to enhance speed, scale, quality, and decision-making. Aligned with Empower's growth in a 503A/503B environment, the role demands excellence in strategic thinking, execution rigor, and learning agility. This role is pivotal in aligning data analytics strategies with business goals, ensuring compliance, and fostering innovation in a highly regulated landscape. Candidates must demonstrate strong leadership capabilities and the ability to optimize AI as a transformative force multiplier, advancing Empower's competitive edge and operational efficiency. RESPONSIBILITIES Data Strategy AI Integration: Develop and implement data analytics strategies that integrate AI to enhance predictive analytics capabilities, improve data quality, and support strategic decision-making across the organization. Collaborate with cross-functional teams to ensure alignment with business objectives and regulatory requirements. Innovation Leadership: Lead the exploration and adoption of cutting-edge AI technologies to drive innovation in data analytics processes. Foster a culture of continuous improvement and learning within the analytics team to maintain competitive advantage in the industry. Strategic Alignment: Ensure data analytics initiatives align with Empower's business goals and regulatory standards. Utilize data-driven insights to inform strategic planning and operational decisions, contributing to the company's growth and compliance in a highly regulated sector. Team Leadership Mentorship and Development: Provide leadership and mentorship to the data analytics team, fostering a collaborative and high-performance environment. Encourage professional growth and development, ensuring the team possesses the skills necessary to meet evolving business needs. Performance Management: Oversee team performance, setting clear objectives and key results (OKRs) aligned with organizational goals. Implement performance metrics and feedback mechanisms to drive accountability and excellence in execution. Talent Acquisition: Participate in the recruitment and retention of top-tier analytics talent. Ensure the team's competencies align with the strategic demands of the business, cultivating a diverse and inclusive workplace culture. Operational Excellence Process Optimization: Optimize data analytics processes to improve efficiency and effectiveness, leveraging AI to streamline operations. Implement best practices and continuous improvement initiatives to enhance data analysis capabilities and outcomes. Resource Management: Manage analytics resources, ensuring efficient allocation of tools and technologies. Monitor budgetary constraints and leverage AI-driven solutions to maximize resource utilization and operational efficiency. Regulatory Compliance: Ensure data analytics practices comply with industry regulations and standards. Implement governance frameworks to maintain data integrity, security, and privacy, supporting Empower's commitment to compliance and ethical practices. Cross-Functional Collaboration Partnership Building: Establish and maintain strong relationships with key stakeholders across the organization. Collaborate with departments such as IT, finance, and operations to align data analytics projects with business priorities and strategic initiatives. Communication and Reporting: Effectively communicate data insights and analytics findings to non-technical audiences. Prepare and deliver executive-level reports and presentations that articulate the value and impact of analytics initiatives on business performance. Project Management: Lead cross-functional data analytics projects, ensuring timely delivery and alignment with business objectives. Utilize AI-driven project management tools to enhance collaboration, track progress, and optimize project outcomes. KNOWLEDGE AND SKILLS Proficient in data analytics tools and AI-driven platforms, with strong analytical and problem-solving skills. Exceptional leadership and team management abilities, fostering a culture of innovation and continuous improvement. Strong understanding of regulatory compliance within data management and analytics environments. Excellent communication and stakeholder management skills, with the ability to convey complex data insights effectively. EXPERIENCE AND QUALIFICATIONS Bachelor's degree in Data Science, Business Analytics, or related field; Master's preferred. Minimum of 5 years of experience in data analytics or related roles, with at least 2 years in a leadership position. Proven track record of leveraging AI to drive business innovation and enhance data analytics capabilities. Experience in a highly regulated industry, with a deep understanding of data governance and compliance. Key Competencies: Customer Focus: Builds trust through customer-centric solutions. Strategic AI: Guides responsible AI adoption and adaptation. Optimizes Work Processes: Drives efficiency with continuous improvement. Collaborates: Partners effectively to achieve shared goals. Resourcefulness: Secures and deploys resources efficiently. Manages Complexity: Simplifies and solves complex challenges. Ensures Accountability: Delivers on commitments with integrity. Situational Adaptability: Adjusts approach to shifting conditions. Communicates Effectively: Tailors messages to diverse audiences. Values: People: Empowering people defines who we are. Quality: Excellence in every product, every time. Service: Serving others is our highest purpose. Innovation: Advancing care through technology and discovery. Employee Benefits, Health and Wellness: We offer comprehensive benefits to support your health, well-being, and future, including medical, dental, and vision coverage, paid time off, 401(k) matching, wellness perks, IV therapy, and compounded medications. Learn more: https://careers.empowerpharmacy.com/benefits/ Physical Requirements: While performing the responsibilities of the job, the employee is required to talk and hear. The employee is often required to remain in a stationary position for a significant amount of the workday and frequently use their hands and fingers to handle or feel in order to access, input, and retrieve information from the computer and other office productivity devices. Employees are regularly required to move about the office and around the corporate campus. The employee is regularly required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl.

🏢 Summary: Senior Manager of Financial Planning and Analysis responsible for leading strategic finance in a highly regulated 503A/503B environment, driving AI-enabled forecasting, budgeting, and performance management. The role focuses on optimizing financial operations, ensuring regulatory compliance, and delivering executive-level insights to support growth. Requires strong leadership, advanced financial modeling expertise, and experience integrating AI into financial processes. 🗂️ Requirements: Bachelor’s degree in Finance, Business Administration or related field, Proven experience in Financial Planning and Analysis (FP&A), Expertise in financial modeling and forecasting, Experience integrating AI into financial processes, Knowledge of 503A/503B regulatory compliance, Executive-level financial reporting experience, Strong analytical and strategic decision-making skills, Leadership and team management experience 📃 Skills: FP&A, FinancialModeling, Forecasting, Budgeting, AI, DataAnalytics, RiskManagement, RegulatoryCompliance, Reporting, Visualization 🏢 Description: Position Summary: As the Senior Manager of Financial Planning and Analysis, you will drive business impact through strategic financial leadership in a hyper-growth, highly regulated 503A/503B environment. You will own financial planning processes, leveraging AI to enhance speed, scale, quality, and decision-making. The role focuses on optimizing financial performance, ensuring regulatory compliance, and delivering insights that support informed executive decision-making. Responsibilities: Strategic Finance - Lead comprehensive financial analysis to identify trends, variances, and opportunities, integrating AI-driven insights. - Develop strategic recommendations aligned with growth objectives and regulatory compliance requirements. - Develop risk management frameworks and contingency plans aligned with organizational risk appetite. - Integrate AI into financial forecasting and modeling to improve scalability and insight quality. Financial Operations - Optimize financial processes through AI automation and continuous improvement initiatives. - Oversee budgeting processes and ensure alignment with strategic goals and financial targets. - Monitor budget adherence and provide actionable performance insights. - Design and implement performance metrics to track financial health and business performance. Leadership and Collaboration - Foster a high-performance team culture emphasizing strategic thinking and execution rigor. - Partner cross-functionally to align financial strategies with organizational objectives. - Deliver executive-level reporting with clear, data-driven insights using AI-enhanced visualization tools. Innovation and Growth - Drive growth strategies leveraging financial insights and AI capabilities. - Ensure all financial activities comply with 503A/503B regulatory requirements. - Promote continuous improvement in financial planning capabilities and tool adoption. Knowledge and Skills: - Expertise in financial modeling, forecasting, and analysis with AI integration. - Proficiency in AI and data analytics for strategic financial decisions. - Strong leadership and communication skills. Experience and Qualifications: - Bachelor’s degree in Finance, Business Administration, or related field; MBA or CFA preferred. - Proven experience in financial planning and analysis with strategic leadership responsibility. - Demonstrated expertise in AI-driven financial processes and regulatory compliance. Employee Benefits, Health and Wellness: - Medical, dental, and vision coverage. - Paid time off. - 401(k) matching. - Wellness perks, IV therapy, and compounded medications. Physical Requirements: - Ability to remain in a stationary position for extended periods. - Frequent use of hands and fingers to operate computers and office equipment. - Regular movement within the office and corporate campus. - Ability to stand, walk, reach, climb, balance, stoop, kneel, crouch, or crawl as required.

🏢 Summary: Senior HRIS Business Analyst responsible for partnering with HR and business leaders to optimize HR technology platforms, manage system enhancements, and deliver SDLC-driven projects that improve automation, reporting, and employee experience. The role focuses on UKG configuration, ATS optimization, cross-functional initiatives, and data-driven process improvement. It combines business analysis, QA/testing, change management, and HR systems support in a senior-level capacity. 🗂️ Requirements: Bachelor’s degree in Business Administration, Information Systems, Computer Science or related field (or equivalent experience), Minimum 5+ years of business analysis experience, At least 2 years in a senior or lead analyst role, Hands-on experience with UKG (configuration, support, process optimization), Experience with Applicant Tracking Systems (e.g., Greenhouse), Experience leading cross-functional initiatives, Strong proficiency in Excel (Pivot Tables, VLOOKUP, Power Query), Proficiency in Power BI or Tableau, Experience configuring enterprise applications, Strong analytical and problem-solving skills 📃 Skills: UKG, HRIS, ATS, Greenhouse, Excel, PowerBI, Tableau, WFM, SDLC, QA, Lean, SixSigma, Agile, HRMS 🏢 Description: Overview Are you up to the challenge? At ePlus, we engineer transformative technology solutions for the most visionary companies in the world. This takes imagination, relentless client service, and the tenacity to enable our clients to achieve their visions. Our partnerships with leading edge technology manufacturers—many of which look to us for their own technology infrastructure needs—keep us immersed across the broad spectrum of the IT ecosystem. The Senior HRIS Business Analyst partners with HR, Payroll, Talent, Recruitment, IT, and business leaders to improve processes, optimize technology solutions, and support strategic initiatives. This role is responsible for analyzing business needs, managing system enhancements, supporting HR technology platforms, and delivering projects that improve efficiency, automation, reporting, and the employee experience. Your Impact The essential functions of this position include the following but not limited to: SDLC Project Management – Have knowledge of the software development process from requirements through delivery to production. Work with implementation team to deliver to customer expectations. Thoroughly document and communicate all project risks to project team. Software Analysis – Define requirements and evaluate existing functionality details to understand current system and future needs. Recognize and recommend to the business areas where efficiencies can be gained by altering the process or automating the process. Software Review and Testing – Perform QA to ensure thorough unit/system testing before hand-off for acceptance testing. Includes development and execution of test plans/cases. Support – Support, maintain, and document software functionality. Documentation - Produce user/operational documentation for the system as well as release notes. Change Management – Ensure project compliance to ePlus Change Management process. Coordinate the resolution of software defects as part of the QA and Change Management process. Review and plan upcoming releases, communicate to the business. Communication – Ensure all stakeholders are communicated with in a timely and consistent manner. Elicit requirements from the business to use to produce the scope and requirements. Process Improvement - Evaluate and improve HR processes through automation, standardization, and system enhancements. Partnership - Partner with stakeholders to gather, document, and analyze business requirements. Qualifications Basic Qualifications: Bachelor's degree in Business Administration, Information Systems, Computer Science, or a related field or equivalent experience. Minimum of 5+ years of experience in business analysis, with at least 2 years in a senior or lead analyst role. Experience with UKG (Ultimate Kronos Group) – hands-on configuration, support, and process optimization across HRIS modules Applicant Tracking Systems (ATS) – experience supporting, configuring, or optimizing recruiting workflows with a modern ATS like Greenhouse or similar Led cross-functional initiatives with significant business impact. Strong proficiency in Excel (Pivot Tables, VLOOKUP, Power Query), Power BI, or Tableau. Proficient in configuring enterprise applications to meet business requirements, with the ability to tailor workflows, user interfaces, and business rules without compromising system integrity. Strong analytical and problem-solving skills, with a data-driven mindset and the ability to interpret complex information, identify root causes, and recommend effective solutions. Deep understanding of user experiences principles and a strong ability to translate customer needs into technical requirements and process enhancements. Skilled in identifying potential project and operational risks, evaluating their impact, and proactively recommending mitigation strategies. Preferred Skills: Experience driving process improvement using established methodologies (e.g., Lean Six Sigma, Agile). Experience with Workforce Management (WFM) systems, including scheduling, timekeeping, and labor optimization (preferably UKG Workforce Management). Experience working with Greenhouse Applicant Tracking System (ATS). Strong hands-on experience with UKG Workforce Management (WFM). Proven success supporting or leading HR technology initiatives and enhancements. Experience participating in one or more end-to-end HRMS implementations. Position Specifics The initial base salary range for this position is expected to be between $99,000 and $125,000 annually. The final base salary offered will be determined by multiple factors, including, but not limited to, job-related knowledge, depth of experience, skills, certifications, and geographic location. In addition to the base salary, our compensation structure may include other components such as commissions and discretionary bonuses. ePlus offers a full range of medical, financial, and/or other benefits (including 401(k) eligibility, employee stock purchase program and various paid time off benefits, such as vacation, sick time, and personal leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an offer of employment is extended. If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. #LI-BM1 #IND1 Who We Are At ePlus, we believe technology is a people business. Our team is passionate, skilled, and driven to deliver solutions that make a real difference. Join us and be part of a culture that values collaboration, innovation, and extraordinary results. Corporate Values Respectful communication and cooperation: We prioritize respectful communication, fostering an environment where everyone is treated with dignity and respect. Teamwork and employee participation: Collaboration and teamwork thrive through diverse perspectives, both within our teams and in our interactions with our customers. Work/life balance that supports our employees' varying needs: We value the well-being of our employees, recognizing that a healthy work-life balance is pivotal to our collective success. Embracing communities: We embrace and support the communities that nurture us. Our employees' dedication to fostering positive change is a source of immense pride for us. Commitment to Diversity, Inclusion and Belonging We are an equal opportunity employer that does not discriminate or allow discrimination based on race, color, religion, sex, sexual orientation, gender identity, age, national origin, citizenship, disability, veteran status, or any other classification protected by federal, state, or local law. ePlus is dedicated to fostering, cultivating, and preserving a culture that represents diversity, enables inclusion, and makes our employees feel comfortable bringing their full, unique selves to work. Physical Requirements While performing this role, you will engage in both seated and occasional standing or walking activities. We provide reasonable accommodations, in accordance with relevant laws, to support success in this position. By embracing our values, you will contribute to our collective mission of making a positive impact within our organization and the broader community. We understand that this job description serves as a guide and is not an employment contract. ePlus maintains a California Consumer Privacy Act (CCPA) Privacy Notice on our Trust Center, available here: CCPA Privacy Notice. Notice to Recruiting Agencies: ePlus only accepts unsolicited resumes when presented directly by a candidate. Unsolicited resumes submitted to ePlus from any other source will be considered ePlus property and will not qualify for any placement or referral fees. ePlus will only pay such fees in connection with a valid written agreement between ePlus and the referring agency, and then only after providing advance written approval to the referring agency to submit resumes in connection with a particular opportunity.