Director, FP&A Business Partner

Valeris; Morrisville (NC); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Medical, dental, and vision plans

HSA/FSA options

401(k) with match

Paid time off and sick leave

Nine paid holidays + two floating

Job summary

Valeris is seeking an accomplished FP&A leader to own the PSS business unit financials, forecast models, and performance insights. You will partner with senior operational leaders to drive margin improvement and data-driven decisions.

This role combines hands-on execution with strategic influence in a fast-paced, PE-backed environment. You will build and scale FP&A processes, manage a contractor and eventual FP&A Analyst, and champion automation to reduce manual effort while preserving accuracy

Qualifications

• 10+ years of FP&A, corporate finance, or similar experience.
• Ownership of financials for a complex business unit.
• Advanced financial modeling, forecasting, and ad-hoc analyses.
• Ability to balance strategic vision with attention to detail.
• Experience building or managing small, high-impact teams.
• Strong communication and business-partnering skills.

Responsibilities

• Own end-to-end financials for the PSS business unit (Hub & Copay).
• Lead forecast models and monthly Budget vs. Actual analyses; explain drivers.
• Improve forecast accuracy and transparency; provide insights on risks and opportunities.
• Scale FP&A processes; automate reporting with the FP&A team and tools.

Skills

FP&A leadership

Corporate finance

Financial modeling

Forecasting

Strategic thinking

People management

Stakeholder management

Communication

Education

Bachelor's degree in Finance or Accounting

MBA preferred

Tools

Excel

Power BI

Job description

Valeris is a fully integrated life sciences commercialization partner that provides comprehensive solutions that span the entire healthcare value chain. Formed by the merger of PharmaCord and Mercalis, Valeris™ revolutionizes the path from life sciences innovation to real-life impact to build a world in which every patient gets the care they need. Valeris works on behalf of life sciences companies to improve the patient experience so that patients can access and adhere to critical medications. Backed by proven industry expertise, a deep commitment to patient care, the latest technology, and exceptionally talented team members, Valeris provides the data and strategic insights, patient support services and healthcare provider engagement tools to help life sciences companies successfully commercialize new products. Valeris provides commercialization solutions to more than 500 life sciences customers and has provided access and affordability support to millions of patients. The company is headquartered in Morrisville, North Carolina and Jeffersonville, Indiana. To learn more about Valeris, please visit www.valeris.com.

The Role

You will own the financial performance of the PSS business unit and serve as the primary finance partner to senior operational leaders. This is a build-and-scale opportunity—you’ll not only manage forecasting and reporting, but also improve processes, enhance visibility, and help shape how the business makes decisions.

• This role is intentionally hands-on, but with significant strategic influence and growth potential.
• This is not a purely managerial role—this leader is expected to personally own the financials and deliver the core analyses that drive the business.

What You’ll Do

Own the Business Financials

• Lead end-to-end financial oversight for PSS (Hub & Copay)
• Translate operational drivers into revenue, cost, and margin outcomes
• Provide clear insights on performance, risks, and opportunities
• Maintain direct ownership of the business unit income statement and underlying drivers (volume, pricing, cost structure)

Drive Forecasting & Performance

• Personally build and update forecast models, including key client-level assumptions and roll-ups
• Lead monthly Budget vs. Actual (BvA) analysis, including root cause investigation and clear articulation of drivers
• Improve forecast accuracy and transparency across the business

Influence Decisions & Improve Margins

• Regularly review and explain margin performance at both aggregate and program/client levels
• Identify and drive opportunities to improve financial performance
• Partner with leadership on pricing, volume, and cost decisions
• Build and support business cases to support investment initiatives proposed by the BU

Build & Scale the FP&A Function

• Establish structure and priorities for a growing FP&A team
• Directly manage an existing contractor supporting reporting and forecasting; an FP&A Analyst will be added after this role is onboarded
• Initially operate in a lean environment with limited leverage, requiring direct execution of core deliverables
• Improve reporting, reduce manual work, and drive automation by partnering with FP&A team to build out future FP&A tools (planning tools, AI, etc.)

Be a True Business Partner

• Work directly with Directors and VPs to support decision-making
• Translate complex financial data into clear, actionable insights
• Build strong credibility and influence across the organization
• Serve as the primary source of truth for financial performance, with the ability to confidently explain results and assumptions in detail

What You’ll Bring

• 10+ years of experience in FP&A, corporate finance, or similar
• Proven ownership of financials for a complex business unit
• Strong modeling, forecasting, and analytical skills (both standard and ad-hoc analysis)
• Ability to operate both strategically and in the details
• Experience building or managing small, high-impact teams
• Strong communication and business partnership skills
• Demonstrated willingness and ability to remain hands-on in a leadership role
• Prior experience implementing FP&A tools or AI solutions (nice to have)

What Success Looks Like (First 6–12 Months)

• Deep ownership and understanding of PSS financial performance
• Improved forecast accuracy and clarity into key drivers
• Strong partnership with business leaders (trusted advisor)
• Enhanced reporting and visibility into margins and profitability
• Scalable FP&A processes with reduced manual effort
• Clear, consistent ownership of BvA, forecasting, and margin explanations

Why This Role is Compelling

• High visibility – direct partnership with senior leadership
• Meaningful impact – influence revenue, cost, and margin decisions
• Growth opportunity – build and scale a critical finance function
• PE-backed environment – fast-paced, results-driven, high accountability
• Mission-driven work – improving access to life-changing therapies

Physical Demands & Work Environment

• While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit for long periods of time, use hands to type, handle or feel; and reach with hands and arms. Prefer candidates who can type at least 35 words per minute with 97% accuracy.
• Although very minimal, flexibility to travel as needed is preferred.
• This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, etc.

Why Work for Valeris?

• Medical, dental, and vision plans, including HSA- and FSA-eligible options, with Valeris contributing toward premium costs
• Additional health support, including telehealth and Employee Assistance Program (EAP) services
• Company match on Health Savings Account contributions
• Free Basic Life and AD&D coverage equal to your annual earnings, with a minimum of $50,000 and a maximum of $300,000
• Company-paid Short-Term Disability coverage, with the option to purchase Long-Term Disability
• 401(k) Retirement Savings Plan with 100% match on the first 5% you contribute, with immediate vesting
• Paid Time Off (PTO) and Sick Leave to support work-life balance
• Team members receive nine paid holidays plus two floating holidays
• Opportunities for advancement in a company that supports personal and professional growth
• A challenging, stimulating work environment that encourages new ideas
• Work for a company that values diversity and makes deliberate efforts to create an inclusive workplace
• A mission-driven, inclusive culture where your work makes a meaningful impact

Any offer of employment is contingent upon the successful completion of a background check and, depending on the position, a drug screen in accordance with company standards. Please note that this job description is not intended to be an exhaustive list of all duties, responsibilities, or activities associated with the position. Responsibilities and tasks may be modified at any time, with or without notice.

Our Commitment to Equal Opportunity

At Valeris, we don’t just accept difference – we celebrate it, support it and we thrive on it for the benefit of our employees, our products and our community. Valeris is proud to be an equal opportunity employer.