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Manager, Strategic Finance & Investments (Private Equity)

2 weeks, 5 days ago
United States
Full-time
Senior
Financial Analyst
Finance and Accounting
NetSuite Power BI
Apply Now
AssistRx

AssistRx

AssistRx is a technology solutions company that connects pharmaceutical and biotech manufacturers with prescribers, patients, and providers. Their flagship product, iAssist, simplifies the prescribing process for specialty therapies, focusing on accura...

Pharmaceuticals
251-1K
Founded 2009
View All Jobs 32

Description

  • Build and maintain dynamic multi-scenario financial models to evaluate new initiatives, pricing strategies, product expansion opportunities, and value-creation initiatives.
  • Lead ROI analysis and capital allocation recommendations for strategic investments, new offerings, and operational improvements.
  • Partner with executives to quantify strategic options and assess the financial implications of key decisions.
  • Develop KPI frameworks, dashboards, and portfolio-style performance reporting across service lines.
  • Identify operational levers that improve margin expansion, throughput, and long-term EBITDA growth.
  • Provide recurring performance insights to leadership and partner teams to support accountability and execution.
  • Create board, investor, and executive-level presentation materials that translate complex analysis into clear recommendations.
  • Support rapid analyses and strategic insights for the CEO, CFO, and SVP-level stakeholders.
  • Collaborate with Operations, Product, Sales, Data, and Commercial teams to align financial goals with execution plans.
  • Mentor junior team members and raise the bar for analysis, modeling, and strategic rigor.

Requirements

  • 4–6+ years of experience in investment banking, private equity, management consulting, or strategic finance at a high-growth, tech-enabled company.
  • Bachelor’s degree in Finance, Economics, Accounting, or a related field; MBA or CPA is a plus.
  • 4+ years of post-graduate experience in IB, PE, consulting, corporate development, or strategic finance.
  • Deep experience building complex financial models, including 3-statement, scenario, valuation, and KPI-driven models.
  • Advanced Excel and PowerPoint skills.
  • Experience producing materials for C-suite or board audiences.
  • Strong understanding of P&L management, unit economics, ROI frameworks, and capital allocation.
  • Proven ability to influence senior leadership in high-stakes environments.
  • Experience in healthcare, life sciences, or tech-enabled services is preferred.
  • Experience with NetSuite, Adaptive Insights, or Power BI is preferred.
  • Exposure to portfolio operations, commercial strategy, or transformation initiatives is preferred.
  • Track record of driving performance improvement in high-growth environments is preferred.
  • Occasional travel to Orlando, FL is required; the role is remote-friendly.
  • Must be authorized to work in the United States; sponsorship is not available for this position.

Benefits

  • Competitive compensation with performance bonuses.
  • Comprehensive benefits package.
  • Matching 401(k) with immediate vesting.
  • Medical, dental, vision, life, and short-term disability insurance.
  • Remote-friendly work arrangement.
  • Exposure to executive leadership and high-impact decision-making.
  • Collaborative, supportive, and fast-paced environment.
  • Meaningful work that improves access to critical therapies and patient outcomes.

Interested in this position?

Apply directly on the company website

Apply Now

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