SmithRx
Overview
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Senior FP&A Analyst
role at
SmithRx . 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 on a mission-driven and collaborative culture that inspires our employees to do their best work. At our core, we are guided by our company values: Integrity, Courage, and Together. We are committed to transforming the U.S healthcare system and making that change a reality. 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. Eligibility for this position requires residence in one of the following states: Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Indiana, Kansas, Kentucky, Massachusetts, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, or Washington. 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 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. 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 12 Paid Holidays Wellness Benefits Commuter Benefits Paid Parental Leave benefits Employee Assistance Program (EAP) Well-stocked kitchen in office locations Professional development and training opportunities
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Join to apply for the
Senior FP&A Analyst
role at
SmithRx . 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 on a mission-driven and collaborative culture that inspires our employees to do their best work. At our core, we are guided by our company values: Integrity, Courage, and Together. We are committed to transforming the U.S healthcare system and making that change a reality. 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. Eligibility for this position requires residence in one of the following states: Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Indiana, Kansas, Kentucky, Massachusetts, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, or Washington. 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 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. 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 12 Paid Holidays Wellness Benefits Commuter Benefits Paid Parental Leave benefits Employee Assistance Program (EAP) Well-stocked kitchen in office locations Professional development and training opportunities
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