Manager, Strategic Finance & Investments (Private Equity)
About The Position
AssistRx is a market leader in specialty medication access technology and services. Through a combination of advanced software, data intelligence, and end-to-end patient support solutions, we accelerate therapy initiation and improve patient outcomes for pharmaceutical and biotech partners. As a high-growth, tech-enabled healthcare company, we operate with the rigor of a top-tier investment firm and the agility of a fast-scaling operator—where data, insights, and disciplined capital deployment drive meaningful impact. The Senior Manager, Strategic Finance & Investments is a high-impact, analytical powerhouse role for someone who thrives at the intersection of strategic finance, investment analysis, and value creation. You will act as a trusted strategic partner to senior executives, owning the models, insights, and investment frameworks that shape the company’s long-term strategy, pricing, operational performance, and allocation of capital. This is an individual contributor role with outsized influence—ideal for top performers from investment banking, private equity, management consulting, or corporate development who want meaningful ownership, exposure to senior leadership, and the ability to directly influence decision-making.
Requirements
- Bachelor’s degree in Finance, Economics, Accounting, or related field (MBA/CPA a plus).
- 4+ years of post-graduate experience in IB, PE, consulting, corporate development, or strategic finance.
- Deep experience building complex models (3-statement, scenario, valuation, KPI-driven).
- 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.
Nice To Haves
- Experience in healthcare, life sciences, or tech-enabled services.
- Experience with systems such as NetSuite, Adaptive Insights, or Power BI.
- Exposure to portfolio operations, commercial strategy, or transformation initiatives.
- Track record of driving performance improvement in high-growth environments.
Responsibilities
- 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 define the financial implications of key decisions.
- Develop and maintain KPI frameworks, dashboards, and portfolio-like performance reporting across service lines.
- Identify operational levers that drive margin expansion, throughput gains, and long-term EBITDA growth.
- Provide recurring performance insights to leadership and partner teams to drive accountability and execution.
- Craft high-quality materials for board meetings, investor discussions, and executive leadership sessions.
- Distill complex analysis into clear, strategic recommendations to influence senior decision-makers.
- Support CEO, CFO, and SVP-level requests with rapid analyses and strategic insights.
- Collaborate with Operations, Product, Sales, Data, and Commercial teams to ensure alignment between financial goals and execution plans.
- Serve as a strategic finance thought partner to business leaders in evaluating performance and scaling opportunities.
- Mentor junior team members, raising the bar on analysis, modeling, and strategic rigor.
Benefits
- Competitive pay structure
- Matching 401(k) with immediate vesting
- Medical, dental, vision, life, & short-term disability insurance
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
