Lead the preparation of partner financial packages, including monthly invoicing, performance metrics, and supporting analytics
Champion automation and improvements in Partner reporting, internal management reporting, and monthly forecasts
Own driver-based forecasting and partner P&L modeling, including scenario and sensitivity analysis to support strategic decisions
Prepare regular financial statements and internal management reporting, including analysis of results, variances, performance to benchmarks, and operating opportunities/issues
Develop executive-ready strategic review materials (e.g., QBR/MBR decks, KPI scorecards, and variance narratives) with clear insights, risks, and recommended actions
Define, maintain, and improve partner KPI frameworks and benchmarks; monitor performance drivers and proactively surface emerging trends
Manage the commissions process
Coordinate cross-functional efforts (Finance, Accounting, Operations, IT, and Partners) to deliver reporting and finance initiatives on time and within scope

3+ years of experience in finance within healthcare or pharmacy benefit management
Demonstrated ability to lead through influence, drive cross-functional alignment, and deliver technology-driven reporting and analytics improvements
Advanced financial modeling and analytical toolkit (Excel; BI tools such as Power BI/Tableau; and familiarity with SQL and/or ERP data structures preferred)

Financial Analysis Lead Analyst

Key skills