FP&A Business Partner – PSS (Hub & Copay)

Mercalis•Morrisville, PA

About The Position

This is a high-visibility FP&A leadership role supporting Valeris’ largest and most complex business unit (Patient Support Services – Hub & Copay). You will sit at the center of the business—partnering directly with senior leaders to drive financial performance, improve margins, and shape decision-making in a fast-growing, PE-backed environment. This is a true business partner role with both strategic influence and deep ownership of financial outcomes. Valeris is a fully integrated life sciences commercialization partner formed through the merger of PharmaCord and Mercalis. We help life sciences companies bring therapies to market and ensure patients can access and afford critical medications. Supporting more than 500 life sciences customers and millions of patients, Valeris combines data, technology, and deep industry expertise to improve the patient experience and drive better outcomes. You will own the financial performance of the PSS business unit and serve as the primary finance partner to senior operational leaders. This is a build-and-scale opportunity—you’ll not only manage forecasting and reporting, but also improve processes, enhance visibility, and help shape how the business makes decisions. This role is intentionally hands-on, but with significant strategic influence and growth potential. This is not a purely managerial role—this leader is expected to personally own the financials and deliver the core analyses that drive the business.

Requirements

10+ years of experience in FP&A, corporate finance, or similar
Proven ownership of financials for a complex business unit
Strong modeling, forecasting, and analytical skills (both standard and ad-hoc analysis)
Ability to operate both strategically and in the details
Experience building or managing small, high-impact teams
Strong communication and business partnership skills
Demonstrated willingness and ability to remain hands-on in a leadership role

Nice To Haves

Prior experience implementing FP&A tools or AI solutions

Responsibilities

Lead end-to-end financial oversight for PSS (Hub & Copay)
Translate operational drivers into revenue, cost, and margin outcomes
Provide clear insights on performance, risks, and opportunities
Maintain direct ownership of the business unit income statement and underlying drivers (volume, pricing, cost structure)
Personally build and update forecast models, including key client-level assumptions and roll-ups
Lead monthly Budget vs. Actual (BvA) analysis, including root cause investigation and clear articulation of drivers
Improve forecast accuracy and transparency across the business
Regularly review and explain margin performance at both aggregate and program/client levels
Identify and drive opportunities to improve financial performance
Partner with leadership on pricing, volume, and cost decisions
Build and support business cases to support investment initiatives proposed by the BU
Establish structure and priorities for a growing FP&A team
Directly manage an existing contractor supporting reporting and forecasting; an FP&A Analyst will be added after this role is onboarded
Initially operate in a lean environment with limited leverage, requiring direct execution of core deliverables
Improve reporting, reduce manual work, and drive automation by partnering with FP&A team to build out future FP&A tools (planning tools, AI, etc.)
Work directly with Directors and VPs to support decision-making
Translate complex financial data into clear, actionable insights
Build strong credibility and influence across the organization
Serve as the primary source of truth for financial performance, with the ability to confidently explain results and assumptions in detail