Would have an ownership mindset for the assigned business unit(s) (BUs) operating expenses numbers and headcount.
Expected to develop a good working relations /rapport with BU and BU finance leadership (VPs/Directors)
Strive to understand assigned BUs business/operations, with an objective to become the go-to person that BU leaders call/lean on for input & insights on headcount and SG&A line items.
Develops and maintains various financial models to support BUs decision-making related to headcount and OPEX
Responsible for preparing periodic close files/packages
Responsible for workforce planning - headcount and employee cost budgeting.
Strive to solicit & consolidate new information from different/all sources and systems to update forecast with an aim to improve forecast accuracy
Proactively build / call out risks and opportunities (R&O)
Responsible for getting your assigned BUs master data/org changes/reporting dimensions updated / keep current
Think on your feet to troubleshoot issues (system, process), most efficient way to compile required data/dimensions/timeline for ad hoc asks, prioritize BUs asks professionally
Leverage Data/analytics tools (e.g. Power BI) and techniques to efficiently phaseout legacy excel bases files/reports/models
Assist with other ad-hoc analytics, projects, and requests
Open to learning and asking for guidance
Finance Technology & Analytics Enablement
Support the adoption, standardization, and continuous improvement of FP&A processes
Assist in gathering business requirements and translating them into reporting and analytics solutions
Contribute to the development and enhancement of FP&A reporting using FDP, Power BI, and enterprise tools
Identify opportunities to automate recurring processes (e.g., forecasting support, variance reporting, distribution of reports) and help with implementation
Leverage AI-enabled finance tools (e.g., Copilot) responsibly to improve efficiency, insight generation, and overall productivity
Minimum Job Qualifications
Degree or equivalent and typically requires 4+ years of relevant experience
Advanced proficiency in financial modeling, Microsoft Excel and Data Analytics tools (Intermediate-level Power BI skills, SQL a plus).
Proficient in Microsoft Suite [Advanced Excel (power query, power pivot a plus), Proficient PowerPoint, SharePoint & Outlook]
Experience working (user/super user) with FP&A systems - NetSuite ERP, SAP ERP, SAC
5+ years of FP&A experience - Clear/strong understanding of financial statements and relevant accounting principles.
Experience with generating management reports and SG&A budgeting/forecasting
Additional Knowledge and Skills
Benefits
Health insurance
Additional Information
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care.
What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you.
Position Summary:
The Senior Financial Analyst on the FSS FP&A team partners closely with business and finance leaders to own SG&A OpEx, with a strong focus on headcount and workforce planning. This role leads budgeting, forecasting, close, and analytics for assigned BUs, delivering clear insights, accurate forecasts, and proactive risks and opportunities. The analyst serves as a trusted advisor, builds scalable financial models, supports the adoption of new technologies (e.g., Power BI and planning tool implementations), and continuously improves processes while fostering collaboration, inclusion, and a culture of excellence.
In addition to core FP&A responsibilities, this role will support digital finance initiatives across reporting, forecasting, and performance management. The Analyst will collaborate with Finance Transformation, IT, and Data teams to enhance FP&A tools, improve data quality, and assist in automating processes. This role will also contribute to expanding self-service analytics capabilities to better support business decision-making.
Mckesson · OH, Columbus