Financial Analyst, Account Management

SmithRx

Financial Analyst serving as data SME in Account Management at SmithRx, translating complex pharmacy benefit data into actionable insights. Collaborating with teams to improve financial reporting and client strategies.

Posted 6/24/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analysisfinancial underwritingactuarial supportdata visualizationExcelVLOOKUPPivot Tablesmodelingpharmacy claims data interpretationtrend analysis

Soft Skills

problem-solvingcommunicationmentoringcollaborationdata accuracywork ethicclient-focused recommendationspresentation skillsstrategic thinkingadaptability