Director, FP&A Business Partner

Valeris, Inc.; Morrisville, Jeffersonville (NC, IN); Remote; USD 150,000 - 210,000; Full time

Benefits offered by this job

Health benefits (Medical/Dental/Vision

401(k) with match

Paid time off + holidays

Career growth opportunities

Job summary

Valeris, Inc. is seeking a senior FP&A leader to own the PSS business unit's financials, partnering with senior leaders to drive revenue, cost and margin decisions.

The role emphasizes hands-on analysis, forecasting, and building scalable FP&A processes in a fast-paced, equity-backed environment. You will translate operational drivers into clear financial outcomes, own the income statement, and lead forecasting, budgeting and performance reviews with a focus on improving margins and decision

Responsibilities

• Own the Business Financials and translate drivers into revenue, cost and margin outcomes.
• Lead end-to-end financial oversight for PSS (Hub & Copay).
• Build and update forecast models with client-level assumptions and roll-ups.
• Manage Budget vs. Actual analysis with root-cause investigation and clear drivers.
• Improve forecasting accuracy and transparency while driving automation and efficiency.

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 RoleYou 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 DoOwn the Business FinancialsLead end-to-end financial oversight for PSS (Hub & Copay)Translate operational drivers into revenue, cost, and margin outcomesProvide clear insights on performance, risks, and opportunitiesMaintain direct ownership of the business unit income statement and underlying drivers (volume, pricing, cost structure)Drive Forecasting & PerformancePersonally build and update forecast models, including key client-level assumptions and roll-upsLead monthly Budget vs. Actual (BvA) analysis, including root cause investigation and clear articulation of driversImprove forecast accuracy and transparency across the businessInfluence Decisions & Improve MarginsRegularly review and explain margin performance at both aggregate and program/client levelsIdentify and drive opportunities to improve financial performancePartner with leadership on pricing, volume, and cost decisionsBuild and support business cases to support investment initiatives proposed by the BUBuild & Scale the FP&A FunctionEstablish structure and priorities for a growing FP&A teamDirectly manage an existing contractor supporting reporting and forecasting; an FP&A Analyst will be added after this role is onboardedInitially operate in a lean environment with limited leverage, requiring direct execution of core deliverablesImprove 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 PartnerWork directly with Directors and VPs to support decision-makingTranslate complex financial data into clear, actionable insightsBuild strong credibility and influence across the organizationServe as the primary source of truth for financial performance, with the ability to confidently explain results and assumptions in detailWhat You’ll Bring10+ years of experience in FP&A, corporate finance, or similarProven ownership of financials for a complex business unitStrong modeling, forecasting, and analytical skills (both standard and ad-hoc analysis)Ability to operate both strategically and in the detailsExperience building or managing small, high-impact teamsStrong communication and business partnership skillsDemonstrated willingness and ability to remain hands-on in a leadership rolePrior 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 performanceImproved forecast accuracy and clarity into key driversStrong partnership with business leaders (trusted advisor)Enhanced reporting and visibility into margins and profitabilityScalable FP&A processes with reduced manual effortClear, consistent ownership of BvA, forecasting, and margin explanationsWhy This Role is CompellingHigh visibility – direct partnership with senior leadershipMeaningful impact – influence revenue, cost, and margin decisionsGrowth opportunity – build and scale a critical finance functionPE-backed environment – fast-paced, results-driven, high accountabilityMission-driven work – improving access to life-changing therapiesPhysical Demands & Work EnvironmentWhile 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?We’re committed to supporting the well-being and success of our team members. As part of our organization, full-time employees can expect:Medical, dental, and vision plans, including HSA- and FSA-eligible options, with Valeris contributing toward premium costsAdditional health support, including telehealth and Employee Assistance Program (EAP) servicesCompany match on Health Savings Account contributionsFree Basic Life and AD&D coverage equal to your annual earnings, with a minimum of $50,000 and a maximum of $300,000Company-paid Short-Term Disability coverage, with the option to purchase Long-Term Disability401(k) Retirement Savings Plan with 100% match on the first 5% you contribute, with immediate vestingPaid Time Off (PTO) and Sick Leave to support work-life balanceTeam members receive nine paid holidays plus two floating holidaysOpportunities for advancement in a company that supports personal and professional growthA challenging, stimulating work environment that encourages new ideasWork for a company that values diversity and makes deliberate efforts to create an inclusive workplaceA mission-driven, inclusive culture where your work makes a meaningful impactAny 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 OpportunityAt 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.