SmithRx · 2 weeks ago
Financial Data Analyst, Account Management
United States
Full-time
Remote
Mid Level
5+ years expSmithRx is a rapidly growing, venture-backed Health-Tech company focused on transforming the Pharmacy Benefit Management sector. The Financial Data Analyst will serve as a data subject matter expert, translating complex pharmacy benefit data into actionable financial insights and ensuring strategic decisions are backed by rigorous analysis.
HealthcareInformation TechnologyPharmaceuticalHealth Care
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
Qualification
Required
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
Bonuses
Commissions
Equity
Time off programs
Medical
Dental
Vision
Mental health support
Paid parental leave
Life and disability insurance
401(k)
Company
SmithRx
SmithRx is reinventing PBMs with modern technology, client alignment, and 100% transparency.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$104.66MKey Investors
VenrockFounders Fund
2024-01-23Series C· $60M
2022-03-10Series B· $27.16M
2021-01-03Series A
Leadership Team
Alexandra Morrison
Talent Acquisition Partner
Bryan Fowler
Partner Relationship Manager
Recent News
Company data provided by crunchbase