Strategic Finance Manager at SmithRx

Job description

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 Strategic Finance Manager to lead the financial analysis that powers our most critical strategic decisions. You will analyze the business through the lens of an investor, owning our fully integrated 3-statement Long Range Plan, shaping capital allocation, and driving financial modeling for strategic initiatives. Reporting to the Senior Director, Finance, you will partner across the business in a highly visible role. The ideal candidate is a top-tier modeler who can move seamlessly between detail and strategy, and serve as a true thought partner to senior leadership. What you will do: Build and own the company’s strategic financial model Own our fully integrated 3-statement Long Range Plan, aligning capital allocation and growth assumptions with the company’s long-term vision. Build valuation frameworks, sensitivities, and investor‑grade outputs. Scale and digitize the modeling infrastructure to reduce manual modeling and increase clarity. Analyze the business like an investor Serve as a key support lead for future fundraising efforts and potential M&A including modeling, valuation, and diligence. Benchmark peers and build competitor profiles, KPI benchmarks, and market analyses. Develop a POV on unit economics, efficiency, scale, and profitability. Partner across the Company Work directly with the CFO and Executive Leadership Team on forward-looking financial questions. Work with cross functional leaders on scenario modeling and business case development, connecting financial discipline to operational outcomes. Work with the FP&A team to ensure near-term forecasts are aligned with long-term forecasting. Lead cash flow and liquidity modeling Build rolling cash forecasts, modeling drug-related payment timing. Identify liquidity risks and opportunities, and shape capital allocation decisions. What you will bring to SmithRx: 5+ years of experience in investment banking, private equity, equity research, or similar environments. Experience analyzing healthcare or health tech companies. Best-in-class Excel modeler including integrated 3-statement models, valuations, sensitivities, scenario analyses, and unit economics. Exceptionally strong analytical skills and capable of tackling diverse, unstructured business problems. Ability to translate data and analysis into clear narratives for executives, and comfort presenting to senior leadership and board-level stakeholders. High level of ownership, curiosity, and urgency, with the ability to operate independently and navigate ambiguity. Bachelor’s degree required 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 Zone A includes the following locations: San Francisco Bay Area - California Metro New York City - Connecticut, New Jersey, New York and Pennsylvania Zone A Pay Range $204,000 — $240,000 USD Zone B includes the following locations: California - outside of San Francisco Bay Area Metro Denver / Boulder - Colorado Metro District of Columbia - District of Columbia, Maryland, Virginia and West Virginia Metro Boston / Cambridge - Massachusetts and New Hampshire Metro Austin - Texas Metro Seattle - Washington Zone B Pay Range $187,000 — $220,000 USD Zone C includes all other locations not listed above, including: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Rhode Island, South Carolina, South Dakota, Tennessee, Utah, Vermont, Wisconsin, Wyoming Non metro Colorado, Connecticut, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Texas, Virginia, Washington, and West Virginia Zone C Pay Range $170,000 — $200,000 USD Compensation & Benefits Base Salary: The range listed above reflects our standard pay scale and actual pay will vary based on work location, job level, job-related knowledge, skills, and experience. Total Rewards: In addition to base pay, this role may be eligible for bonuses, commissions, or equity. SmithRx offers a variety of benefits to help you live well, including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance and 401(k). Individual offers are tailored to your geography, experience, skills, and education. Your recruiter can share more specific details during the hiring process. In the meantime, feel free to explore our comprehensive benefits here .

Requirements

Must-haves

Build and own the company’s strategic financial model
Own our fully integrated 3-statement Long Range Plan, aligning capital allocation and growth assumptions with the company’s long-term vision.
Build valuation frameworks, sensitivities, and investor‑grade outputs.
Scale and digitize the modeling infrastructure to reduce manual modeling and increase clarity.
Analyze the business like an investor
Serve as a key support lead for future fundraising efforts and potential M&A including modeling, valuation, and diligence.
Benchmark peers and build competitor profiles, KPI benchmarks, and market analyses.
Develop a POV on unit economics, efficiency, scale, and profitability.
Partner across the Company
Work directly with the CFO and Executive Leadership Team on forward-looking financial questions.
Work with cross functional leaders on scenario modeling and business case development, connecting financial discipline to operational outcomes.
Work with the FP&A team to ensure near-term forecasts are aligned with long-term forecasting.
Lead cash flow and liquidity modeling
Build rolling cash forecasts, modeling drug-related payment timing.
Identify liquidity risks and opportunities, and shape capital allocation decisions.
5+ years of experience in investment banking, private equity, equity research, or similar environments.
Experience analyzing healthcare or health tech companies.
Best-in-class Excel modeler including integrated 3-statement models, valuations, sensitivities, scenario analyses, and unit economics.
Exceptionally strong analytical skills and capable of tackling diverse, unstructured business problems.
Ability to translate data and analysis into clear narratives for executives, and comfort presenting to senior leadership and board-level stakeholders.
High level of ownership, curiosity, and urgency, with the ability to operate independently and navigate ambiguity.
Bachelor’s degree required
Flexible Spending Benefits
Short-term and long-term disability

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: greenhouse
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Paid Time Off

Parental Leave

Wellness

Professional Development