
Director, Client Financial Strategy
Posted 6 days ago

Posted 6 days ago
This is a fully remote position, open to applicants in United States.
• Lead, develop, and oversee a team of Client Financial Strategy Consultants, Senior Consultants, and Principals.
• Provide high-level financial consultation to key client stakeholders and act as a senior escalation point.
• Manage client financial strategies, performance reporting, forecasting, financial modeling, and value realization initiatives.
• Direct financial strategy support for renewals, market checks, RFPs, retention efforts, performance guarantee discussions, and other significant client initiatives.
• Represent Client Financial Strategy in executive, client, and cross-functional leadership settings.
• Collaborate with leaders from Account Management, Underwriting, Finance, Analytics, Clinical, Product, and Operations.
• Establish methodologies for financial consulting, dashboards, reporting standards, analytical frameworks, and best practices.
• Supervise financial analyses, profitability assessments, trend evaluations, pricing analyses, and scenario modeling.
• Promote workforce planning, resource allocation, process enhancements, technology adoption, and operating model improvements.
• Execute additional duties as assigned.
• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Healthcare Administration, or a related field, or an equivalent combination of education and relevant work experience.
• High school diploma from an accredited institution or equivalent GED is required.
• A minimum of 8 years of experience in strategic finance, healthcare finance, underwriting, pricing, financial consulting, client financial management, analytics, or related fields.
• At least 5 years of experience in leadership, supervisory, or people management roles.
• Must possess eligibility to work in the United States without requiring a work visa or residency sponsorship.
• Expertise in advanced financial modeling, forecasting, pricing, and profitability management.
• Strong understanding of healthcare economics, pharmacy trend drivers, contract economics, and risk management principles.
• Proven ability to manage multiple priorities through teams while balancing client, operational, and financial goals.
• Excellent executive communication and consultative partnership skills.
• Capable of translating complex financial information into actionable business recommendations.
• Demonstrated experience in building, leading, coaching, and developing high-performing teams within a matrixed environment.
• Advanced knowledge of financial strategy, forecasting, profitability analysis, strategic planning, financial modeling, value realization, pricing methodologies, and business performance management.
• Strong executive presence with the ability to influence senior client stakeholders, executive leaders, and cross-functional partners.
• Documented success in leading client-facing financial consulting functions, strategic initiatives, and organizational change efforts.
• Strong business acumen that balances client needs, financial stewardship, growth objectives, and operational considerations.
• Experience in establishing scalable processes, operating models, performance metrics, and consulting methodologies.
• Benefits, incentives, and additional compensation (details provided via Prime’s Benefits Page).
• Equal opportunity and affirmative action employer.
• Reasonable accommodations for employees with disabilities.
• Tobacco-Free Workplace.
COR Financial Partners
BMO U.S.
CHS Inc.
Unitarian Universalist Association
Get handpicked remote jobs straight to your inbox weekly.