Sr. Manager, Finance & Value Realization

Navitus; Madison (WI); On-site; USD 140,000 - 195,000; Full time

Benefits offered by this job

Health benefits

20 days PTO

Parental leave (4 weeks)

401K company match

Adoption Assistance

Flexible Spending Account

Job summary

Navitus is seeking a Sr. Manager, Finance & Value Realization to strengthen financial discipline and governance across transformation investments.

You will partner with finance, transformation, operations, and business leaders to evaluate economics, monitor performance, and deliver executive-ready insights for prioritization and investment decisions. The role focuses on financial impact and value realization, aligning FP&A forecasts with transformation outcomes, and providing portfolio

Qualifications

• 8+ years of progressive experience in FP&A, transformation finance, or related disciplines.
• 3+ years of progressive leadership experience, leading individual contributors or teams.
• Experience developing business cases, financial models, value realization frameworks, ROI analyses, and executive-level recommendations.

Responsibilities

• Evaluate transformation investment requests and business cases to inform funding decisions.
• Review financial assumptions, outcomes, timing, risks, and return profiles.
• Develop financial models, ROI analyses, and scenario assessments for investments.
• Partner with FP&A and business teams to reflect transformation impacts in forecasts and budgets.
• Monitor spend, forecasts, variance drivers, and performance against funding.

Skills

Strategic finance

FP&A

Business case development

Executive communication

Cross-functional collaboration

Education

MBA preferred

Bachelor’s in Finance/Accounting

Tools

Excel

Financial modeling

Power BI

Job description

Overview

Due to growth, we are adding a Sr. Manager, Finance & Value Realization to our team!

The Sr. Manager, Finance & Value Realization serves as a strategic finance partner responsible for strengthening financial discipline, business case governance, portfolio performance, and value realization across enterprise transformation investments. This position partners with finance, transformation, technology, operations, legal, compliance, and business leaders to evaluate initiative economics, monitor financial performance, and provide executive-ready insights that support prioritization, investment decisions, and accountable delivery of transformation value.

The Sr. Manager, Finance & Value Realization owns the financial discipline and value realization routines for transformation investments; it does not replace business owner accountability for achieving operational outcomes. The Sr. Manager partners with FP&A to ensure transformation impacts are reflected in forecasts, financial plans, and enterprise performance reporting. This role partners with Transformation Operations on portfolio visibility, path-to-green planning, and executive reporting, with a specific focus on financial impact and value realization. From time to time, this role may take on additional finance, transformation, or enterprise initiatives at the direction of the Director of FP&A.

Is this you? Find out more below!

Responsibilities

How do I make an impact on my team?

• Evaluate transformation investment requests, business cases, funding proposals, and Board-approved initiatives.
• Review financial assumptions, expected outcomes, timing, dependencies, risks, and return profiles.
• Establish standardized financial governance routines for transformation funding, performance monitoring, and investment tradeoff decisions.
• Develop financial models, ROI analyses, and scenario assessments for transformation investments and enterprise initiatives.
• Quantify costs, benefits, risks, dependencies, and expected financial returns to support investment decisions.
• Partner with FP&A and business teams to reflect transformation impacts in forecasts, budgets, and enterprise performance reporting.
• Challenge effort estimates, vendor quotes, and resourcing plans to ensure costs reflect delivery complexity and support informed tradeoff decisions.
• Monitor transformation spend, forecasts, variance drivers, milestone timing, and financial performance against approved funding.
• Support path-to-green planning when initiative outcomes, timing, or investment performance are at risk.
• Develop portfolio financial reporting, dashboards, and executive summaries that highlight performance, risks, and decision points.
• Serve as the finance partner to transformation governance, portfolio reviews, and value stream financial discussions.
• Partner with FP&A, Accounting, Treasury, Strategy, Transformation Operations, and business leaders to ensure financial consistency and transparency.
• Serve as a bridge between Finance, Operations, Technology, Legal, and Compliance to integrate financial oversight, risk management, and regulatory considerations into transformation strategy.
• Other duties as assigned.

Qualifications

What our team expects from you?

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field required. MBA, master’s degree in Finance preferred.
• CPA, PMP, or Lean Six Sigma certification preferred.
• 8+ years of progressive experience in FP&A, transformation finance, strategic finance, finance leadership, management consulting, investment analysis, enterprise portfolio management, or related disciplines required.
• 3+ years of progressive leadership experience, which may include leading individual contributors or teams, required.
• Experience developing business cases, financial models, value realization frameworks, ROI analyses, and executive-level financial recommendations required.
• Experience supporting transformation programs, enterprise investments, portfolio governance, or large-scale strategic initiatives preferred.
• Experience partnering with senior leaders and cross-functional teams in a matrixed organization required.
• Healthcare, pharmacy benefit management, managed care, specialty pharmacy, financial services, or regulated industry experience preferred.
• Participate in, adhere to, and support compliance program objectives.
• The ability to consistently interact cooperatively and respectfully with other employees.

What can you expect from Navitus?

• Top of the industry benefits for Health, Dental, and Vision insurance
• 20 days paid time off
• 4 weeks paid parental leave
• 9 paid holidays
• 401K company match of up to 5% - No vesting requirement
• Adoption Assistance Program
• Flexible Spending Account
• Educational Assistance Plan and Professional Membership assistance
• Referral Bonus Program – up to $750!

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Navitus Health Solutions is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by law.

Equal employment opportunity, including veterans and individuals with disabilities.