Director of Finance

Overview

This role is a leadership position responsible for building and owning the full finance function for a remote-first organization focused on managing specialty and high-cost medications. You will lead accounting and finance operations end-to-end, drive planning and forecasting, and turn pharmacy benefit economics into actionable decisions across clients, products, pricing, guarantees, and capital allocation.

Responsibilities

• Lead and manage the accounting team; oversee day-to-day operations across general ledger, accounts payable, payroll, and financial reporting
• Own a clean, timely monthly, quarterly, and annual close with accurate and reliable financials
• Develop and manage annual planning, budgeting, sales planning, and rolling forecasts to guide business decisions
• Make unit economics visible through contribution margin by client and product line, running KPIs and maintaining a leadership dashboard as a single source of truth
• Partner with Sales and Client Success on pricing for new business and renewals, including modeling and true-up of pricing and performance guarantees
• Manage cash and capital, including treasury, pharmacy claims payment cycles, client billing and collections, float and working capital, banking relationships, and the framework for capital allocation (including headcount)
• Build scalable controls, reporting infrastructure, and financial systems required for a fast-growing organization
• Lead tax compliance and filings; manage financial, client, and plan sponsor audits and SOC examinations; plan for state licensing fees and surety bonds
• Prepare board-grade, diligence-ready financial packages in partnership with the CEO and CFO
• Collaborate across the business on contracts and agreements, leases and facilities, HR policy and compliance, and strategic and operating model decisions

Success Metrics

• First 90 days: Assess accounting, close, and controls; build strong relationships with the CEO, CFO, and accounting team; deliver a consistent monthly close; produce a first rolling forecast and KPI dashboard
• First 6 months: Publish contribution margin reporting by client and product line; co-prepare a board package with the CFO; establish a capital-allocation framework and a finance team plan

Qualifications

• Bachelor’s degree in Finance, Accounting, or Economics; MBA or CPA preferred
• 10+ years in finance, including forecasting and FP&A, with experience in fast-paced or high-growth companies
• Deep corporate accounting expertise with a track record of clean financial audits
• Proven ability to lead and develop teams
• Finance experience in a PBM, health plan, specialty pharmacy, or other healthcare benefits organization
• Advanced Excel skills for financial modeling and scenario analysis; experience with QuickBooks and BI or other reporting tools
• Demonstrated ability implementing or improving financial systems and controls
• Executive presence and comfort presenting to boards and investors
• Strong ownership, direct communication, and sound judgment in fast-moving, high-change environments

Preferred Qualifications

• Working knowledge of PBM economics: AWP- and NADAC-based pricing, rebates, and client pricing and performance guarantees
• Familiarity with HIPAA, ERISA, and the federal and state regulatory landscape for PBMs
• Experience supporting client or plan sponsor audits and SOC 2 examinations

Compensation & Benefits

• Anticipated salary range: $120K–150K per year
• Bonus eligible
• Comprehensive benefits package:
  • Medical, Pharmacy, Dental, Vision
  • Life Insurance
  • Stock Options
  • 401(k) with Company Match
  • PTO
• Full-time position

Location

Remote role.

This role does not provide employer support or sponsorship for any immigration-related employment benefit.
Applicants must be currently authorized to work in the United States on a full-time basis without the need for employer support, visa transfer support, DSO documentation, or sponsorship now or in the future. This includes having the legal right to work in the United States without the need for employer support or sponsorship for any immigration-related employment authorization (e.g., H1B, O1, E3, H1B1, TN, F1 OPT, F1 STEM OPT, F1 CPT, E-2, E-3 etc.) now or in the future.

Occasional travel to company events and site meetings is expected.