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 advancing 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, establishing priorities, performance expectations, talent strategies, and professional development plans that support organizational objectives
• Provide executive-level financial consultation to key client stakeholders as a senior escalation point and trusted advisor for complex financial, contractual, pricing, profitability, and strategic business matters
• Oversee development and execution of client financial strategies, performance reporting, forecasting, financial modeling, and value realization initiatives that improve client outcomes and support business objectives
• 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 leadership forums while influencing enterprise decisions related to client financial performance and business growth
• Partner with Account Management, Underwriting, Finance, Analytics, Clinical, Product, and Operations leaders to align financial recommendations, client strategies, and business priorities
• Establish and advance financial consulting methodologies, dashboards, reporting standards, analytical frameworks, and best practices that improve scalability, consistency, quality, and efficiency
• Oversee complex financial analyses, 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 that improve team productivity and client service outcomes
• Other duties as assigned

Minimum Qualifications

• 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

• Pharmacy benefit management, healthcare, managed care, health plan, employer benefits, specialty pharmacy, pharmaceutical, or healthcare consulting experience
• 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

Compensation & Benefits

• Potential pay range: $124,000.00 - $211,000.00 based on experience and skills
• Benefits, incentives, and additional compensation available

Location

Remote