Financial Analyst, Account Management

SmithRx is a rapidly growing, venture-backed Health-Tech company dedicated to transforming the Pharmacy Benefit Management sector. The Financial Analyst will act as a data subject matter expert, bridging client-facing teams and the Data Analysis/Reporting department to provide actionable financial insights and support strategic decisions.

Responsibilities:

• 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

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