Senior Financial Analyst

SmithRx is a rapidly growing, venture-backed Health-Tech company focused on transforming the Pharmacy Benefit Management sector with innovative technology and cost-saving tools. The company values integrity, courage, and collaboration, aiming to improve the U.S. healthcare system.

Location: United States

Responsibilities

• 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.
• Start-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.

Additional Information

• Originally posted on Himalayas