Financial Analyst, Account Management

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist in resolving intricate client situations by performing thorough data research and root-cause analysis.

• Collaborate with the account team to pinpoint cost drivers, shifts in utilization, and clinical opportunities within a client's portfolio, recommending plan design modifications to reduce expenditures.

• Act as the main point of contact between Account Management and the Reporting/Data Analyst teams to ensure that client reporting requirements are both technically feasible and strategically effective.

• Analyze pharmacy claims data, trend analysis, and rebate projections to deliver "the narrative behind the numbers" for client presentations and Quarterly Business Reviews (QBRs).

• Ensure the accuracy of client-facing financial reports, confirming that data aligns with contractual obligations and client expectations.

• Represent the Account Management team by working with internal technical teams to enhance automated reporting tools and identify product deficiencies based on client feedback and data constraints.

• Evaluate financial data for signs of client attrition risk and collaborate with Account Managers to formulate data-driven strategies for mitigation.

• Serve as a data mentor to Account Managers, guiding them on how to interpret financial metrics and effectively present data-intensive slides.

• Engage in meetings with both existing and prospective clients.

⛳️ Requirements

• Extensive expertise in the pharmacy benefits sector, including knowledge of AWP, NADAC, rebates, formulary impact, and pharmacy network modeling.

• A minimum of 5 years of experience in data analysis, financial underwriting, or actuarial support within the healthcare and/or PBM industry.

• Proficient in data visualization tools (e.g., Looker, Tableau, PowerBI) and advanced Excel capabilities (VLOOKUPs, Pivot Tables, modeling).

• The exceptional ability to convert "data-speak" into insights suitable for executive-level audiences, including C-suite leaders and non-technical stakeholders.

• A strong enthusiasm for addressing challenging problems in collaboration with both technical developers and account managers.

• A commitment to data precision and a disciplined work ethic that ensures deliverables are completed with minimal guidance.

• Capacity to view situations from the client’s financial perspective and offer proactive, candid, and transparent recommendations.

• Bachelor’s degree in Finance, Healthcare Administration, or equivalent experience is mandatory.

• Willingness to travel approximately 15-20% for 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 coverage.

• 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.

• Opportunities for professional development and training.