Strategic Finance Manager

SmithRx; San Francisco (CA); On-site; USD 204,000 - 240,000; Full time

Benefits offered by this job

Medical, Pharmacy, Dental, Vision, and

Life Insurance

401(k) Retirement Savings Program

Discretionary Paid Time Off

Paid Company Holidays

Wellness Benefits

Commuter Benefits

Paid Parental Leave

Job summary

SmithRx, a rapidly growing Health-Tech company, seeks a Strategic Finance Manager to lead financial analysis powering strategic decisions. You will own the integrated 3-statement Long Range Plan, shape capital allocation, and drive investor-grade modeling while collaborating with the CFO and senior leaders.

The ideal candidate is a top-tier modeler with extensive Excel expertise, strong analytical skills, and the ability to translate data into clear narratives for executives.

Qualifications

• 5+ years of experience in investment banking, private equity, equity research, or similar environments.
• Experience analyzing healthcare or health tech companies.
• Best-in-class Excel modeler including integrated 3-statement models, valuations, sensitivities, scenario analyses, and unit economics.
• Exceptionally strong analytical skills and capable of tackling diverse, unstructured business problems.
• Ability to translate data and analysis into clear narratives for executives, and comfort presenting to senior leadership and board-level stakeholders.
• High level of ownership, curiosity, and urgency, with the ability to operate independently and navigate ambiguity.
• Bachelor’s degree required

Responsibilities

• Build and own the company’s strategic financial model.
• Own our fully integrated 3-statement Long Range Plan, aligning capital allocation and growth assumptions with the company’s long-term vision.
• Build valuation frameworks, sensitivities, and investor-grade outputs.
• Scale and digitize the modeling infrastructure to reduce manual modeling and increase clarity.
• Serve as a key support lead for future fundraising efforts and potential M&A including modeling, valuation, and diligence.
• Benchmark peers and build competitor profiles, KPI benchmarks, and market analyses.
• Develop a POV on unit economics, efficiency, scale, and profitability.
• Work directly with the CFO and Executive Leadership Team on forward-looking financial questions.
• Work with cross functional leaders on scenario modeling and business case development, connecting financial discipline to operational outcomes.
• Work with the FP&A team to ensure near-term forecasts are aligned with long-term forecasting.
• Lead rolling cash forecasts, modeling drug-related payment timing.
• Identify liquidity risks and opportunities, and shape capital allocation decisions.

Skills

Excel modeling

Investor mindset

Strategic finance

Analytical skills

Executive storytelling

Education

Bachelor's degree

Tools

Excel

Job description

Who We Are: SmithRx is a rapidly growing, venture-backed Health-Tech company. Our mission is to disrupt the expensive and inefficient Pharmacy Benefit Management (PBM) sector by building a next-generation drug acquisition platform driven by cutting edge technology, innovative cost saving tools, and best-in-class customer service. With hundreds of thousands of members onboarded since 2016, SmithRx has a solution that is resonating with clients all across the country.

Who We Are

SmithRx is a rapidly growing, venture-backed Health-Tech company. Our mission is to disrupt the expensive and inefficient Pharmacy Benefit Management (PBM) sector by building a next-generation drug acquisition platform driven by cutting edge technology, innovative cost saving tools, and best-in-class customer service. With hundreds of thousands of members onboarded since 2016, SmithRx has a solution that is resonating with clients all across the country.

We pride ourselves for our mission-driven and collaborative culture that inspires our employees to do their best work. We believe that the U.S healthcare system is in need of transformation, and we come to work each day dedicated to making that change a reality. At our core, we are guided by our company values:

• Integrity: Our purpose guides our actions and gives us confidence in the path ahead. With unwavering honesty and dependability, we embrace the pressure of challenging the old and exemplify ethical leadership to create the new.
• Courage: We face continuous challenges with grit and resilience. We embrace the discomfort of the unknown by balancing autonomy with empathy, and ownership with vulnerability. We boldly challenge the status quo to keep moving forward—always.
• Together: The success of SmithRx reflects the strength of our partnerships and the commitment of our team. Our shared values bind us together and make us one. When one falls, we all fall; when one rises, we all rise.

Job Summary

We are seeking a Strategic Finance Manager to lead the financial analysis that powers our most critical strategic decisions. You will analyze the business through the lens of an investor, owning our fully integrated 3-statement Long Range Plan, shaping capital allocation, and driving financial modeling for strategic initiatives. Reporting to the Senior Director, Finance, you will partner across the business in a highly visible role. The ideal candidate is a top-tier modeler who can move seamlessly between detail and strategy, and serve as a true thought partner to senior leadership.

What you will do

• Build and own the company’s strategic financial model
  • Own our fully integrated 3-statement Long Range Plan, aligning capital allocation and growth assumptions with the company’s long-term vision.
  • Build valuation frameworks, sensitivities, and investor‑grade outputs.
  • Scale and digitize the modeling infrastructure to reduce manual modeling and increase clarity.
• Analyze the business like an investor
  • Serve as a key support lead for future fundraising efforts and potential M&A including modeling, valuation, and diligence.
  • Benchmark peers and build competitor profiles, KPI benchmarks, and market analyses.
  • Develop a POV on unit economics, efficiency, scale, and profitability.
• Partner across the Company
  • Work directly with the CFO and Executive Leadership Team on forward-looking financial questions.
  • Work with cross functional leaders on scenario modeling and business case development, connecting financial discipline to operational outcomes.
  • Work with the FP&A team to ensure near‑term forecasts are aligned with long‑term forecasting.
• Lead cash flow and liquidity modeling
  • Build rolling cash forecasts, modeling drug‑related payment timing.
  • Identify liquidity risks and opportunities, and shape capital allocation decisions.

What you will bring to SmithRx

• 5+ years of experience in investment banking, private equity, equity research, or similar environments.
• Experience analyzing healthcare or health tech companies.
• Best-in-class Excel modeler including integrated 3‑statement models, valuations, sensitivities, scenario analyses, and unit economics.
• Exceptionally strong analytical skills and capable of tackling diverse, unstructured business problems.
• Ability to translate data and analysis into clear narratives for executives, and comfort presenting to senior leadership and board‑level stakeholders.
• High level of ownership, curiosity, and urgency, with the ability to operate independently and navigate ambiguity.
• Bachelor’s degree required

What SmithRx Offers You

• 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

Zone A includes the following locations:San Francisco Bay Area - CaliforniaMetro New York City - Connecticut, New Jersey, New York and Pennsylvania

Zone A Pay Range: $204,000 USD - $240,000 USD

Zone B includes the following locations:California - outside of San Francisco Bay AreaMetro Denver / Boulder - ColoradoMetro District of Columbia - District of Columbia, Maryland, Virginia and West VirginiaMetro Boston / Cambridge - Massachusetts and New HampshireMetro Austin - TexasMetro Seattle - Washington

Zone B Pay Range: $187,000 USD - $220,000 USD

Zone C includes all other locations not listed above, including:Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Rhode Island, South Carolina, South Dakota, Tennessee, Utah, Vermont, Wisconsin, WyomingNon metro Colorado, Connecticut, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Texas, Virginia, Washington, and West Virginia

Zone C Pay Range: $170,000 USD - $200,000 USD

Compensation & Benefits

• Base Salary: The range listed above reflects our standard pay scale and actual pay will vary based on work location, job level, job-related knowledge, skills, and experience.
• Total Rewards: In addition to base pay, this role may be eligible for bonuses, commissions, or equity. SmithRx offers a variety of benefits to help you live well, including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance and 401(k).

Individual offers are tailored to your geography, experience, skills, and education. Your recruiter can share more specific details during the hiring process. In the meantime, feel free to explore our comprehensive benefits here.