Value Management & Financial Operations Lead

Jobgether SRL; United States; Remote; USD 115,000 - 158,000; Full time

Benefits offered by this job

Competitive salary

Performance-based bonus

Remote work flexibility

Healthcare coverage

401(k) retirement plan

Paid time off

Parental and caregiver leave

Disability and life insurance

Professional development

Job summary

Partner Company in the United States seeks a Value Management & Financial Operations Lead to optimize financial performance and investment value across a diverse portfolio. You will oversee budgeting, forecasting, reporting, and business-case evaluation, partnering with business, technology, finance, and operations teams to quantify impact and drive value realization.

This fully remote role aligns core hours to Eastern Time and requires occasional travel for meetings or training.

Qualifications

• Bachelor's degree required or 7+ years of relevant experience.
• 5+ years in financial planning, budgeting, forecasting, or business operations.
• Experience developing business cases and evaluating investment opportunities.
• Ability to communicate metrics to guide business decisions.
• Experience leading cross-functional initiatives.

Responsibilities

• Lead financial operations across a portfolio of initiatives, budgeting, forecasting, invoicing, and expenditure tracking.
• Develop portfolio-level financial reports, dashboards, and scorecards for visibility into spending and forecast accuracy.
• Partner with leaders to develop business cases and funding recommendations.
• Quantify and monitor expected financial and operational value of initiatives.
• Establish processes for measuring benefits realization and reporting value delivered.
• Support portfolio governance, funding reviews, and strategic resource allocation.
• Analyze trends, identify risks, and suggest corrective actions to maximize returns.
• Communicate performance and forecasts to senior leadership with actionable presentations.

Skills

Financial modeling

Data analysis

Executive presentations

Stakeholder management

Cross-functional leadership

Problem solving

Independent work

Education

Bachelor's degree in finance, accounting, business administration, economics, operations, or a related field

Tools

Microsoft Excel

PowerPoint

Job description

This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Value Management & Financial Operations Lead based in the United States.

As a Value Management & Financial Operations Lead, you will play a key role in optimizing financial performance and maximizing the value of strategic investments across a complex portfolio of initiatives. You will oversee budgeting, forecasting, financial reporting, and investment evaluation while helping leadership make informed, data-driven decisions. Working closely with business, technology, finance, and operational teams, you will develop business cases and quantify the expected impact of strategic initiatives. You will also establish robust frameworks for tracking financial performance and measuring realized business value. This role offers the opportunity to influence portfolio priorities, strengthen financial governance, and drive continuous improvement in a collaborative, fast-paced environment. The position is fully remote, with core working hours aligned to the Eastern Time zone and occasional travel for meetings or training.

Accountabilities

• Lead financial operations across a portfolio of initiatives, overseeing operational budgets, financial planning, forecasting, invoicing, and expenditure tracking.
• Develop and maintain portfolio-level financial reports, performance scorecards, and analytical dashboards to provide clear visibility into spending, forecast accuracy, and investment outcomes.
• Partner with business, finance, technology, and operational leaders to develop business cases, assess investment opportunities, and formulate strategic funding recommendations.
• Identify, quantify, and monitor the expected financial and operational value of strategic initiatives, ensuring alignment between investment commitments and anticipated business outcomes.
• Establish and improve processes for measuring benefits realization, tracking expected versus actual results, and reporting on value delivered.
• Support portfolio governance activities, including investment prioritization, funding reviews, financial evaluations, and strategic resource allocation.
• Analyze financial and operational performance trends, identify risks and opportunities, and recommend corrective actions to improve efficiency and maximize returns.
• Communicate portfolio performance, investment assessments, financial forecasts, and realized value to senior leadership and key stakeholders through clear, actionable presentations.
• Exercise independent judgment when addressing complex financial and operational challenges, ensuring financial decisions support broader organizational priorities.
• Drive continuous improvement across financial operations, value management frameworks, reporting processes, and portfolio oversight practices.

Requirements

• Bachelor's degree in finance, accounting, business administration, economics, operations, or a related field, or at least seven years of relevant experience in healthcare, finance, operations, strategy, or portfolio management.
• Five or more years of experience in financial planning, budgeting, forecasting, or business operations.
• Demonstrated experience developing business cases, evaluating investment opportunities, and supporting strategic financial decisions.
• Proven ability to analyze, interpret, and communicate financial and operational performance metrics to guide business decisions.
• Experience leading complex, cross-functional initiatives and coordinating stakeholders across business, technology, finance, and operational teams.
• Advanced proficiency in Microsoft Excel and PowerPoint, including financial modeling, data analysis, and executive-level presentation development.
• Strong analytical and problem-solving abilities, with the capacity to translate complex financial information into practical recommendations.
• Excellent communication and stakeholder management skills, including the ability to present findings and recommendations confidently to senior leadership.
• Ability to work independently, exercise sound judgment, manage competing priorities, and operate effectively with minimal supervision.

Preferred Qualifications

• Experience supporting large-scale healthcare, technology, or business transformation portfolios.
• Background in value management, portfolio management, or benefits realization, including measuring and reporting on the outcomes of strategic investments.
• Experience preparing executive-level presentations, financial analyses, and recommendations for leadership reviews.
• Familiarity with healthcare payer operations, Stars programs, risk adjustment, clinical data exchange, or technology portfolios.
• An MBA, CPA, PMP, or comparable advanced degree or professional certification.

Remote Work Requirements

• Ability to work remotely from a dedicated, interruption-free workspace that safeguards confidential and protected health information.
• Reliable internet connectivity with a minimum download speed of 25 Mbps and upload speed of 10 Mbps.
• Availability to work primarily during Eastern Time business hours, with some flexibility depending on location and operational needs.
• Willingness to travel occasionally to designated offices for meetings, training, and collaboration.

Benefits

• Competitive annual salary: $115,200–$158,400, depending on experience, qualifications, skills, certifications, and geographic location.
• Performance-based bonus: Eligibility for an incentive plan based on individual and/or organizational performance.
• Remote work flexibility: Fully remote position with core working hours aligned to Eastern Time.
• Comprehensive healthcare coverage: Medical, dental, and vision insurance.
• Retirement benefits: Access to a 401(k) retirement savings plan.
• Paid time off: Paid leave, company holidays, and personal holidays.
• Family-friendly leave: Paid parental and caregiver leave.
• Insurance protection: Short-term and long-term disability coverage and life insurance.
• Professional development: Opportunities to strengthen expertise in financial strategy, portfolio governance, investment evaluation, and value realization.
• Strategic exposure: Direct collaboration with business and technology leaders, contributing to high-impact investment decisions and organizational priorities.
• Work-life well-being: Benefits and resources designed to support employees' overall health, financial wellness, and personal commitments.

Application deadline: October 17, 2026.