Director Client Financial Strategy - Remote

Overview

The Director of Client Financial Strategy leads a team responsible for delivering financial consulting, strategic analysis, and financial insights that help clients achieve business objectives while supporting the organization’s financial performance and growth strategy. This role provides senior leadership across client financial strategy, team performance, consulting methodology, and stakeholder management, serving as a trusted advisor to clients and internal partners including Account Management, Underwriting, Finance, Product, Clinical, and executive stakeholders.

Responsibilities

• Lead, develop, and manage a team of Client Financial Strategy Consultants, Senior Consultants, and Principals, including setting priorities, performance expectations, talent strategies, and professional development plans.
• Provide executive-level financial consultation to key client stakeholders, serving as a senior escalation point for complex financial, contractual, pricing, profitability, and strategic business matters.
• Oversee the development and execution of client financial strategies, including performance reporting, forecasting, financial modeling, and value realization initiatives.
• Lead financial strategy support for major renewals, market checks, RFPs, retention efforts, performance guarantee discussions, and other high-impact client initiatives; represent Client Financial Strategy in executive, client, and cross-functional forums.
• Partner with Account Management, Underwriting, Finance, Analytics, Clinical, Product, and Operations to align financial recommendations, client strategies, and organizational priorities.
• Establish and advance financial consulting methodologies, dashboards, reporting standards, analytical frameworks, and best practices to improve scalability, consistency, quality, and efficiency.
• Oversee complex financial analyses, including profitability assessments, trend evaluations, pricing analyses, and scenario modeling to identify risks, opportunities, and strategic recommendations for clients and leadership.
• Drive organizational effectiveness through workforce planning, resource allocation, process improvement, technology adoption, and operating model enhancements.
• Other duties as assigned.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Healthcare Administration, or related area of study, or equivalent combination of education and relevant work experience; HS diploma from an accredited school or equivalent GED required.
• 8 years of work experience in strategic finance, healthcare finance, underwriting, pricing, financial consulting, client financial management, analytics, or related disciplines.
• 5 years of leadership, supervisory, or people management experience.
• Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Preferred Qualifications

• Experience in pharmacy benefit management, healthcare, managed care, health plan, employer benefits, specialty pharmacy, pharmaceutical, or healthcare consulting.
• Experience leading client financial strategy, strategic account consulting, underwriting, pricing, healthcare economics, or similar client-facing financial functions.
• Experience supporting large, complex, or strategic client portfolios and executive client relationships.
• Experience with pharmacy trend management, rebate economics, pricing strategies, healthcare contract structures, performance guarantees, and value-based financial arrangements.
• Master’s degree in Business Administration, Finance, Economics, Healthcare Administration, or related field.
• CPA, CFA, or other relevant professional designation.

Security, Compliance, and Accommodation

• Every employee must understand, comply with, and attest to the security responsibilities and security controls unique to their job, and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.
• Every employee must be able to perform the essential functions of the job and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions, absent undue hardship. The employer retains the right to change or assign other duties to the job.

Compensation & Benefits

• Potential pay for this position ranges from $124,000.00 - $211,000.00 based on experience and skills.
• Benefits, incentives, and additional compensation details are available through the organization’s benefits materials.

Location

• Remote

Equal Opportunity

• Equal opportunity and affirmative action employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, sex (including pregnancy), national origin, disability, age, veteran status, or any other legally protected class under federal, state, or local law.
• Encourages diverse candidates to apply, including qualified applicants with arrest and conviction records and qualified applicants requiring reasonable accommodations in accordance with the law.
• Tobacco-Free Workplace employer.

Posting Duration

• Positions will be posted for a minimum of five consecutive workdays.