Senior Financial Analyst at Smithrx

Who We Are: SmithRx is a rapidly growing, venture-backed Health-Tech company. Our mission is to disrupt the expensive and inefficient Pharmacy Benefit Management (PBM) sector by building a next-generation drug acquisition platform driven by cutting edge technology, innovative cost saving tools, and best-in-class customer service. With hundreds of thousands of members onboarded since 2016, SmithRx has a solution that is resonating with clients all across the country. We pride ourselves for our mission-driven and collaborative culture that inspires our employees to do their best work. We believe that the U.S healthcare system is in need of transformation, and we come to work each day dedicated to making that change a reality. At our core, we are guided by our company values: • Integrity: Our purpose guides our actions and gives us confidence in the path ahead. With unwavering honesty and dependability, we embrace the pressure of challenging the old and exemplify ethical leadership to create the new. • Courage: We face continuous challenges with grit and resilience. We embrace the discomfort of the unknown by balancing autonomy with empathy, and ownership with vulnerability. We boldly challenge the status quo to keep moving forward—always. • Together: The success of SmithRx reflects the strength of our partnerships and the commitment of our team. Our shared values bind us together and make us one. When one falls, we all fall; when one rises, we all rise. Job Summary: We are seeking a highly motivated and detail-oriented Senior Financial Analyst to join our Finance team. This individual will report to the Senior Manager, FP&A and will be responsible for managing expenses, providing financial insights to drive business decisions, and ensuring accurate planning and forecasting. The role also includes ownership of the company’s planning and forecasting tool, ensuring data integrity, reporting accuracy, and continuous process improvement. What you will do: Budgeting & Forecasting • 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. Financial Analysis & Reporting • 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. Business Partnership • 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. Planning Tool Management • • 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. What you will bring to SmithRx: • 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. • Star-up experience required. Experience in healthcare or health-tech is a plus. What SmithRx Offers You: • 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