Strategic Finance Manager — Investor-Grade Modeling & Growth

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

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.