Note: The job is a remote job and is open to candidates in USA. SmithRx is a rapidly growing, venture-backed Health-Tech company dedicated to transforming the Pharmacy Benefit Management sector. As a Financial Analyst on the Account Management team, you will translate complex pharmacy benefit data into actionable financial insights and serve as a strategic bridge between client-facing teams and the Data Analysis/Reporting department.
Responsibilities
- Support the resolution of complex client scenarios by conducting deep-dive data research and root-cause analysis
- Partner with the account team to identify cost drivers, utilization shifts, and clinical opportunities within a client’s portfolio to recommend plan design changes that mitigate spend
- Serve as the primary liaison between Account Management and the Reporting/Data Analyst teams to ensure client reporting needs are technically feasible and strategically sound
- Interpret pharmacy claims data, trend analysis, and rebate projections to provide 'the story behind the numbers' for client presentations and Quarterly Business Reviews (QBRs)
- Oversee the integrity of client-facing financial reports, ensuring data aligns with contractual obligations and client expectations
- Work on behalf of the Account Management team, collaborating with internal technical teams to improve automated reporting tools and identify product gaps based on client feedback and data limitations
- Assess financial data for indicators of client attrition risk and work with Account Managers to develop data-driven mitigation strategies
- Act as a data mentor to Account Managers, coaching them on how to interpret financial metrics and present data-heavy slides effectively
- Participate in existing and prospective client meetings
Skills
- Deep fluency in the pharmacy benefits space, including an understanding of AWP, NADAC, rebates, formulary impact, and pharmacy network modeling
- 5+ years of experience in data analysis, financial underwriting, or actuarial support within the healthcare and/or PBM industry
- Strong command of data visualization tools (e.g., Looker, Tableau, PowerBI) and advanced Excel skills (VLOOKUPs, Pivot Tables, modeling)
- The unique ability to translate 'data-speak' into executive-level insights for C-suite leadership and non-technical stakeholders
- A passion for solving difficult problems in partnership with both technical developers and account managers
- An obsession with data accuracy and a disciplined work ethic that ensures deliverables are met with little to no direction
- Ability to observe scenarios from the client's financial point of view and provide proactive, honest, and transparent recommendations
- Bachelor's degree in Finance, Healthcare Administration, or equivalent experience required
- Ability to travel approximately 15-20% to client meetings
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
Company Overview