Senior Financial Analyst

🕒 April 27

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SmithRx

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2018

⚕️ Healthcare Insurance

☁️ SaaS

🤝 B2B

💰 $20M Series B on 2022-03

Healthcare Insurance • SaaS • B2B

SmithRx is a transparent, pass-through pharmacy benefits manager (PBM) that operates independently from insurance companies and pharmacies to align its incentives with self-insured employers and their members. By leveraging modern technology, SmithRx aims to reduce the cost and complexity of pharmacy benefits, ensuring the delivery of effective and low-cost drugs. The company is dedicated to transforming the pharmacy benefits landscape through its flat-rate, transparent pricing model and innovative cost savings programs, which connect members to the lowest cost drugs without the use of spread pricing, rebates, or other tactics. SmithRx's commitment to transparency and superior customer service results in significant savings for employers and a highly satisfactory experience for its members.

📋 Description

• Lead the preparation, consolidation, and analysis of various functions. • Partner with department leaders to develop annual operating plans and quarterly rolling forecasts. • Maintain rolling forecasts by incorporating actual results, trend analysis, and business updates. • Provide variance analysis (actuals vs. budget/forecast) with clear commentary and actionable insights. • Develop and present monthly/quarterly financial reports to department leaders and senior management. • Identify cost drivers, efficiency opportunities, and risks across supported functions. • Track headcount, vendor spend, and key cost categories to improve visibility and accountability. • Support ad-hoc financial modeling, scenario planning, and decision support for strategic initiatives. • Build strong relationships with leaders in various teams to align financial goals with business strategies. • Provide financial guidance to non-finance stakeholders to improve budget ownership and decision-making. • Act as a trusted advisor by translating financial data into clear business implications. • Serve as the system owner for the company’s planning and forecasting tool (e.g., Anaplan, Adaptive, or equivalent). • Maintain and update financial models, hierarchies, and reporting structures within the tool. • Ensure data integrity, accuracy, and timely updates across all modules. • Partner with FP&A and IT teams to drive system enhancements, automation, and process improvements.

🎯 Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field. • 4–7 years of progressive experience in FP&A, financial analysis, or corporate finance. • Strong knowledge of budgeting, forecasting, and financial modeling. • Proficiency with financial systems and advanced Excel/Google Sheets skills; experience with a planning tool (e.g., Anaplan, Adaptive, Oracle PBCS) required. • Excellent communication and presentation skills with the ability to influence stakeholders at all levels. • Proven ability to manage multiple priorities, meet deadlines, and drive results in a fast-paced environment. • Star-up experience required. Experience in healthcare or health-tech is a plus.

🏖️ Benefits

• Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&D Insurance • Flexible Spending Benefits • 401(k) Retirement Savings Program • Short-term and long-term disability • Discretionary Paid Time Off • Paid Company Holidays • Wellness Benefits • Commuter Benefits • Paid Parental Leave benefits • Employee Assistance Program (EAP) • Well-stocked kitchen in office locations • Professional development and training opportunities