Financial Analyst, Account Management

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.