Financial Analyst, Account Management

Job Summary

As a Financial Analyst on the Account Management team, you will serve as the primary data subject matter expert (SME) and the strategic bridge between our client-facing teams and the Data Analysis/Reporting department. Your mission is to translate complex pharmacy benefit data into actionable financial insights for our clients. You will be a trusted advisor to both internal Account Management leadership and client financial teams, ensuring that every strategic decision is backed by rigorous analysis and a deep understanding of SmithRx financial components.

What you will do

• Support the resolution of complex client scenarios by conducting deep-dive data research and root-cause analysis.
• Partner with the account team to identify cost drivers, utilization shifts, and clinical opportunities within a client’s portfolio to recommend plan design changes that mitigate spend.
• Serve as the primary liaison between Account Management and the Reporting/Data Analyst teams to ensure client reporting needs are technically feasible and strategically sound.
• Interpret pharmacy claims data, trend analysis, and rebate projections to provide "the story behind the numbers" for client presentations and Quarterly Business Reviews (QBRs).
• Oversee the integrity of client-facing financial reports, ensuring data aligns with contractual obligations and client expectations.
• Work on behalf of the Account Management team, collaborating with internal technical teams to improve automated reporting tools and identify product gaps based on client feedback and data limitations.
• Assess financial data for indicators of client attrition risk and work with Account Managers to develop data-driven mitigation strategies.
• Act as a data mentor to Account Managers, coaching them on how to interpret financial metrics and present data-heavy slides effectively.
• Participate in existing and prospective client meetings.

What you will bring to SmithRx

• Deep fluency in the pharmacy benefits space, including an understanding of AWP, NADAC, rebates, formulary impact, and pharmacy network modeling.
• 5+ years of experience in data analysis, financial underwriting, or actuarial support within the healthcare and