Lead FP&A Specialist, Ontada Technology
Irving, Texas Job ID JR0132613 Category FP&A, Accounting & Finance Post Date Jul. 02, 2025McKesson 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.
Current Need:
The Ontada team is seeking a Lead FP&A Specialist, Ontada Technology to partner with Provider Technology and Customer Success leadership in driving strategic decision-making and financial performance. This role will lead forecasting, pricing, and long-range planning efforts, while identifying process improvements and delivering executive-level reporting and insights to support business growth and operational efficiency. These responsibilities require strong leadership, customer relationships, and strategic skills to ensure critical decisions and actions are made to foster continued profit growth.
Key Responsibilities:
Engage with individual initiative owners to understand current and potential projects; help shape project progression while ensuring financial implications are understood and communicated
Business partnership with direct reports of Technology leadership team. Key contact for operations team on forecast changes.
Work with the Provider Technology leadership team to determine pricing for new products.
Ability to identify inefficiencies in financial workflows and implement solutions that enhance accuracy, speed, and cost-effectiveness.
Build long range planning for Customer Success and Head of Product and Engineering Roles
Prepare monthly variance analysis to PFcst, Plan and PY. Articulate forecast changes to Customer Success and Head of Product and Engineering Roles
Prepare and lead quarterly business reviews with internal business partners.
Submit R&O for respective business units
Ad hoc requests from leadership’s direct reports.
Develop leadership reporting decks/dashboards
Minimum Requirement:
Degree or equivalent and typically requires 10+ years of relevant experience. Less years required if has relevant Master’s or Doctorate qualifications.
Education:
Bachelor's degree required - MBA preferred in finance or related field or equivalent experience
Critical Skills:
10+ years professional experience within Finance, Strategic Finance, Accounting, or Pricing, or other synergistic area.
Strong communication skills including ability to present to Senior/ Executive Leadership.
Demonstrated ability to develop robust partnerships with all facets of the organization to execute plans and leveraging various teams across the organization.
Exceptional problem-solving skills, project and resource management skills, analytical and conceptual thinking skills.
Deep business acumen and experience partnering with internal leadership.
Advanced analytical skills, with ability to draw conclusions and communicate findings to the business.
Additional Knowledge & Skills:
Understanding of business management including profit, return on investment, & break-even analysis
Strong interpersonal and communication skills, flexible and adaptive to change
Exceptional organizational, project management skills are critical
Time management, including ability to organize and prioritize work to consistently meet critical daily, weekly and monthly deadlines
Proven ability to analyze, interpret, and report data
Proficient with MS Excel, MS PowerPoint, MS Word, financial modeling and reporting.
Ability to build strong partnerships with internal and external business partners
Ability to work with autonomy
Able to travel up to 10%
We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here.
Our Base Pay Range for this position
$122,100 - $203,500McKesson is an Equal Opportunity Employer
McKesson provides equal employment opportunities to applicants and employees and is committed to a diverse and inclusive environment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or genetic information. For additional information on McKesson’s full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page.
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