AssistRx

Manager, Strategic Finance – Investments, Private Equity

AssistRx

full-time

Posted on:

Location Type: Remote

Location: Florida • United States

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About the role

  • Build and maintain dynamic, multi-scenario financial models to evaluate new initiatives, pricing strategies, product expansion opportunities, and value creation initiatives.
  • Lead ROI analysis and capital allocation recommendations for strategic investments, new offerings, and operational improvements.
  • Partner with executives to quantify strategic options and define the financial implications of key decisions.
  • Develop and maintain KPI frameworks, dashboards, and portfolio-like performance reporting across service lines.
  • Identify operational levers that drive margin expansion, throughput gains, and long-term EBITDA growth.
  • Provide recurring performance insights to leadership and partner teams to drive accountability and execution.
  • Craft high-quality materials for board meetings, investor discussions, and executive leadership sessions.
  • Distill complex analysis into clear, strategic recommendations to influence senior decision-makers.
  • Support CEO, CFO, and SVP-level requests with rapid analyses and strategic insights.
  • Collaborate with Operations, Product, Sales, Data, and Commercial teams to ensure alignment between financial goals and execution plans.
  • Serve as a strategic finance thought partner to business leaders in evaluating performance and scaling opportunities.
  • Mentor junior team members, raising the bar on analysis, modeling, and strategic rigor.

Requirements

  • 4–6+ years of experience in:
  • - Investment banking (preferred)
  • - Private equity
  • - Management consulting
  • - Strategic finance at a high-growth, tech-enabled company
  • You think in terms of value creation, return on invested capital, and strategic risk-adjusted decision-making.
  • You are fluent in valuation, scenario modeling, and financial architecture.
  • Excel is your primary toolkit for structuring ambiguity and building decision frameworks.
  • You can pressure-test assumptions and build models that withstand executive scrutiny.
  • You synthesize complex data into clear narratives and strategic insights.
  • You influence decisions with confidence and credibility.
  • You can operate at high speed without sacrificing accuracy.
  • You work with urgency, precision, and ownership.
  • You thrive in environments that scale quickly and expect high performance.
  • You enjoy turning ambiguous problems into structured solutions.
  • Bachelor’s degree in Finance, Economics, Accounting, or related field (MBA/CPA a plus).
  • 4+ years of post-graduate experience in IB, PE, consulting, corporate development, or strategic finance.
  • Deep experience building complex models (3-statement, scenario, valuation, KPI-driven).
  • Advanced Excel and PowerPoint skills.
  • Experience producing materials for C-suite or board audiences.
  • Strong understanding of P&L management, unit economics, ROI frameworks, and capital allocation.
  • Proven ability to influence senior leadership in high-stakes environments.
  • Occasional travel to Orlando, FL (position is remote-friendly).
Benefits
  • Meaningful work that improves access to critical therapies and enhances patient outcomes.
  • Collaborative culture where finance is a true strategic partner, not a back-office function.
  • Exposure to executive leadership and high-impact decision-making.
  • Competitive compensation, performance bonuses, and comprehensive benefits.
  • Supportive, progressive, fast-paced environment
  • Competitive pay structure
  • Matching 401(k) with immediate vesting
  • Medical, dental, vision, life, & short-term disability insurance**
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial modelingROI analysisKPI frameworksscenario modelingvaluationP&L managementunit economicscapital allocationadvanced ExcelPowerPoint
Soft Skills
strategic thinkinginfluencing decisionssynthesizing complex datamentoringoperating with urgencyattention to detailcommunicationcollaborationproblem-solvingleadership
Certifications
Bachelor’s degree in FinanceBachelor’s degree in EconomicsBachelor’s degree in AccountingMBACPA