Vice President, FP&A and Business Performance

Valeris, Inc.; North Carolina; Hybrid; USD 180,000 - 320,000; Full time

Benefits offered by this job

Medical, dental, and vision plans

401(k) matching

Paid Time Off (PTO) and holidays

Job summary

Valeris, Inc. is seeking a Vice President, FP&A and Business Performance to lead budgeting, rolling forecasts, and P&L accountability across the enterprise. You will run monthly reviews, perform variance analysis, and deliver executive reporting packages with clear actions.

You’ll partner with business units to drive forecasting rigor and KPI governance. You will supervise the FP&A team, advance automation and AI-driven insights, and ensure timely close processes while aligning with Valeris’

Qualifications

• BA/BS in Finance, Accounting, Economics, or a related field required.
• MBA, CFA, or CMA a plus.

Responsibilities

• Own the annual budget process and rolling monthly/ full-year forecast.
• Lead monthly business review meetings and close-review cadence.
• Drive variance analysis and corrective action plans.
• Develop executive/Board reporting packages detailing performance, risks, opportunities and actions.
• Partner with leaders to institutionalize P&L ownership.
• Maintain enterprise KPI reporting and management dashboards.
• Improve forecast accuracy and link operational drivers to financial outcomes.
• Collaborate with Accounting on close calendar and with Strategic Finance on planning.
• Identify automation/AI-enabled forecasting improvements.
• Lead and develop the FP&A team and align with Valeris values.

Skills

Financial modeling

Executive reporting

Analytical skills

ERP systems

EPM tools

Stakeholder engagement

Executive communication

Life sciences industry

Automation

AI in forecasting

Education

BA/BS in Finance or related

MBA/CFA/CMA desired

Tools

Adaptive

Anaplan

Hyperion

Job description

Valeris is a fully integrated life sciences commercialization partner that provides comprehensive solutions that span the entire healthcare value chain. Formed by the merger of PharmaCord and Mercalis, Valeris™ revolutionizes the path from life sciences innovation to real-life impact to build a world in which every patient gets the care they need. Valeris works on behalf of life sciences companies to improve the patient experience so that patients can access and adhere to critical medications. Backed by proven industry expertise, a deep commitment to patient care, the latest technology, and exceptionally talented team members, Valeris provides the data and strategic insights, patient support services and healthcare provider engagement tools to help life sciences companies successfully commercialize new products. Valeris provides commercialization solutions to more than 500 life sciences customers and has provided access and affordability support to millions of patients. The company is headquartered in Morrisville, North Carolina and Jeffersonville, Indiana. To learn more about Valeris, please visit www.valeris.com.

As a Vice President, FP&A and Business Performance, you will join our team on a journey to help eliminate barriers for patients, increase their access to medications, and help them receive lifesaving treatments while working in an environment that nurtures you. You will own the forecasting and business accountability pillar of the Finance organization. You will be responsible for the budget, the monthly and full-year forecast, monthly P&L reviews, variance analysis, KPI and executive reporting, and finance partnering with department and business-unit leaders. You will institutionalize a recurring forecast and close-review cadence and drive monthly P&L accountability across the enterprise. This position reports directly to the Chief Financial Officer.

Key Responsibilities

• Own the annual budget process and the rolling monthly and full-year forecast.
• Run the monthly business review meetings and monthly close-review cadence with clear owners and outputs.
• Lead variance analysis against budget, forecast, and prior period, and drive corrective action plans to closure.
• Institutionalize the variance standard, including explanations and action plans for SG&A variances over the agreed threshold.
• Build executive and Board reporting packages that clearly state performance, risks, opportunities, and actions.
• Partner with department and business-unit leaders to institutionalize P&L ownership and accountability.
• Develop and maintain enterprise KPI reporting and management dashboards.
• Drive forecast accuracy improvement and strengthen the link between operational drivers and financial outcomes.
• Partner with Accounting on the close calendar and with Strategic Finance on capital and scenario planning.
• Support business cases and financial modeling for material investments and strategic initiatives.
• Identify and apply automation and AI-enabled approaches to forecasting, variance analysis, and reporting, continuing to progress on automation already initiated.
• Lead, mentor, and develop the FP&A team and finance business partners.
• Utilize Valeris’ values as the driving force behind the team’s success.
• Maintain on-time adherence to training deadlines for all corporate policies and procedures.
• Ensure all SOPs are followed with consistency.
• Perform additional tasks or projects as assigned.

Qualifications

• BA or BS in Finance, Accounting, Economics, or a related field required.
• MBA, CFA, or CMA a plus.
• 10+ years of FP&A or corporate finance experience, including 5+ years in a leadership role.
• Advanced financial modeling and analytical skills; expert in building executive-grade reporting.
• Hands-on experience with ERP and EPM/planning tools (e.g., Adaptive, Anaplan, Hyperion, or similar).
• Demonstrated success institutionalizing a forecast and close-review cadence and driving P&L accountability.
• Strong business partnering, influence, and executive communication skills.
• Experience in life sciences, healthcare services, or another complex, multi-business-unit environment preferred.
• Comfort applying automation and AI tools to improve cycle time and forecast accuracy a plus.

Physical Demands & Work Environment

While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit for long periods of time, use hands to type, handle or feel; and reach with hands and arms. Prefer candidates who can type at least 35 words per minute with 97% accuracy. Although very minimal, flexibility to travel as needed is preferred. This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, etc.

Why Work for Valeris?

We’re committed to supporting the well‑being and success of our team members. As part of our organization, full‑time employees can expect:

• Medical, dental, and vision plans, including HSA- and FSA-eligible options, with Valeris contributing toward premium costs.
• Additional health support, including telehealth and Employee Assistance Program (EAP) services.
• Company match on Health Savings Account contributions.
• Free Basic Life and AD&D coverage equal to your annual earnings, with a minimum of $50,000 and a maximum of $300,000.
• Company-paid Short-Term Disability coverage, with the option to purchase Long-Term Disability.
• 401(k) Retirement Savings Plan with 100% match on the first 5% you contribute, with immediate vesting.
• Paid Time Off (PTO) and Sick Leave to support work‑life balance.
• Team members receive nine paid holidays plus two floating holidays.
• Opportunities for advancement in a company that supports personal and professional growth.
• A challenging, stimulating work environment that encourages new ideas.
• Work for a company that values diversity and makes deliberate efforts to create an inclusive workplace.
• A mission‑driven, inclusive culture where your work makes a meaningful impact.

Any offer of employment is contingent upon the successful completion of a background check and, depending on the position, a drug screen in accordance with company standards.

Please note that this job description is not intended to be an exhaustive list of all duties, responsibilities, or activities associated with the position. Responsibilities and tasks may be modified at any time, with or without notice.

Our Commitment to Equal Opportunity

Valeris is proud to be an equal opportunity employer.

At Valeris, we don’t just accept difference - we celebrate it, support it and we thrive on it for the benefit of our employees, our products and our community.

Valeris merges its purpose with vision and an intention to redefine value at every step in the patient journey. We honor the science. We unlock the value. We do it with vision.

Purpose: Valeris represents measurable business impact through healthcare innovation that transforms lives. We combine cutting-edge technology with healthcare expertise to tackle challenges in access, affordability, and quality of care. Success means improving patient outcomes - everything we do is anchored in the value of improving human lives.