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SmithRx

SmithRx is a tech-forward PBM committed to changing the way pharmacy benefits are managed.

Financial Analyst, Account Management

Account ManagerSalesFull TimeRemoteSeniorTeam 51-200Since 2018H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

1 day ago

Salary

0

Seniority

Senior

Bachelor Degree5 yrs expEnglishTableau

Job Description

Financial Analyst, Account Management

SmithRx

• 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.

Job Requirements

  • 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

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