Financial Consultant Manager/Lead

Elevance Health; Tampa (FL); Hybrid; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Financial Consultant Lead to drive impactful financial analysis and business process improvements. In this role, you will lead projects that enhance financial systems, consult with management on strategic initiatives, and ensure adherence to financial policies. This position offers a dynamic work environment that balances in-office collaboration with remote flexibility. Join a company dedicated to improving lives and communities while advancing your career in a culture that promotes personal and professional growth.

Benefits

Paid Time Off

Medical Benefits

Dental Benefits

Vision Benefits

401(k) with Match

Stock Purchase Plan

Incentive Bonus Programs

Wellness Programs

Financial Education Resources

Qualifications

• 6+ years of experience in budgeting, forecasting, and financial reporting.
• Strong knowledge of financial systems and internal business processes.

Responsibilities

• Lead financial analysis for Pharmacy Benefits Management lines.
• Consult with management and provide innovative financial solutions.

Skills

Budgeting

Forecasting

Financial Reporting

Business Process Improvement

Analytical Skills

Education

BA/BS in Accounting or Finance

MBA

Tools

Peoplesoft

Excel

Job description

Anticipated End Date:

2025-05-06

Position Title:

Financial Consultant Manager/Lead

Job Description:

Financial Consultant Lead

Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of remote work, promoting a dynamic and adaptable workplace. Alternate locations may be considered.

The Financial Consultant Lead is responsible for leading the process of preparation and interpretation of complex financial analysis for the Pharmacy Benefits Management lines of business. Has end to end ownership/management of business processes and works across functions and business departments to drive holistic and consistent solutions.

How you will make an impact:

• Leads projects and focuses on business process improvement initiatives and in some departments will help to create innovative financial system solutions to minimize manual or repetitive functions.
• Consults with and provides management with solutions and recommended actions. Provides guidance and training to less experienced team members.
• Conducts and documents complex financial and business-related analyses and research fields, including financial and expense performance, rate of return, depreciation, working capital and investment.
• Provides detailed analysis and reporting for leadership, working closely with company internal and external auditors.
• Works with business partners to identify and implement strategic projects that support company goals.
• Leads M&A and other system integration projects.
• Ensures adherence to capitalization and depreciation policies for supported functions across the enterprise.
• Responsible for enterprise or business unit processes related to business case development, ROI analysis, cost and benefit realization and other support of the company’s investments.

Minimum Requirements

Requires a BA/BS in Accounting or Finance and a minimum of 6 years budgeting, forecasting, and accounting financial reporting experience; or any combination of education and experience, which would provide an equivalent background.

Preferred Skills, Capabilities and Experiences:

• MBA preferred.
• CPA, CMA, FSA and/or CFA preferred.
• Strong knowledge of internal business processes, data flow, controls and our financial systems preferred.
• PBM and/or managed care insurance experience preferred.
• Peoplesoft and Excel experience preferred.

Job Level:

Non-Management Exempt

Workshift:

1st Shift (United States of America)

Job Family:

AFA > Financial Reporting, Planning & Analysis

Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.

Who We Are

Elevance Health is a health company dedicated to improving lives and communities – and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.

How We Work

At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.

We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.

Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.

The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.

Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact [e-mail] for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.