Sr. Manager or Director, Corporate FP&A

TrialCard•Morrisville, NC

About The Position

Overview Valeris is a fully integrated life sciences commercialization partner that provides comprehensive solutions that span the entire healthcare value chain. Formed by the merger of PharmaCord and Mercalis, Valeris™ revolutionizes the path from life sciences innovation to real-life impact to build a world in which every patient gets the care they need. Valeris works on behalf of life sciences companies to improve the patient experience so that patients can access and adhere to critical medications. Backed by proven industry expertise, a deep commitment to patient care, the latest technology, and exceptionally talented team members, Valeris provides the data and strategic insights, patient support services and healthcare provider engagement tools to help life sciences companies successfully commercialize new products. Valeris provides commercialization solutions to more than 500 life sciences customers and has provided access and affordability support to millions of patients. The company is headquartered in Morrisville, North Carolina and Jeffersonville, Indiana. To learn more about Valeris, please visit www.valeris.com . This role serves as the central owner of the company’s consolidated financial model, executive and Board of Directors (BOD) financial reporting, and budget/forecasting processes . The Corporate FP&A Lead will lead the company’s corporate financial planning, forecasting, and executive/BOD reporting processes. This role owns consolidated financial reporting, forecasting, and planning infrastructure, ensuring leadership, lenders, and the Board receive accurate and insightful financial information. Reporting to the Head of FP&A, this role will partner closely with business unit finance leaders, accounting, and executive leadership to drive consistency in financial reporting, improve forecasting quality, consolidate and ensure quality financial insights, ensure reporting quality/accuracy and build scalable FP&A infrastructure as the company grows. The role will also lead the implementation and ongoing ownership of the company’s future FP&A planning system.

Requirements

7+ years of experience in FP&A, corporate finance, or accounting
Strong experience leading corporate financial reporting and forecasting processes, including developing and maintaining all three financial statements
Demonstrated experience preparing Board, executive, and investor-level financial presentations
Proven experience building and maintaining three-statement financial models and Free Cash Flow forecasts
Strong understanding of working capital drivers and cash flow dynamics
Advanced Excel and financial modeling capabilities
Exceptional ability to translate financial analysis into clear executive presentations and business insights

Nice To Haves

CPA designation preferred
Experience implementing or managing FP&A planning tools (Anaplan, Adaptive, Planful, Pigment, etc.)
Experience with NetSuite
Experience in PE-backed or high-growth environments
Pharma services or healthcare services industry experience

Responsibilities

Corporate Reporting & Executive Materials Lead the monthly financial reporting process across the company
Produce the internal Financial Review Package (FRP) summarizing company financial performance and go beyond reporting to highlight margin expansion ideas
Prepare and maintain Monthly Operating Review (MOR) materials for executive leadership
Develop and maintain Board reporting materials , ensuring clear and actionable financial insights
Translate complex financial results into clear executive-level narratives and presentations
Provide departmental financial reporting and analysis for corporate OPEX and COGS functions not covered by BU finance leads
Own headcount reporting , including tracking, forecasting, and reconciliation with operating plans
Prepare financial reporting packages for lenders and financing partners and flag any covenant noncompliance concerns
Maintain single source of truth for actual results
Forecasting & Planning Lead the monthly forecast consolidation process across business units and corporate functions
Own development and maintenance of three-statement forecasting , including: Profit & Loss Balance Sheet Cash Flow Statement
Develop and maintain Free Cash Flow (FCF) forecasting , including working capital drivers, capital expenditures, and cash conversion dynamics
Own and maintain the company’s corporate financial model , ensuring accurate forecasting of operating performance, balance sheet impacts, and Free Cash Flow generation
Partner closely with accounting to ensure alignment between operational forecasts and financial statement projections
Coordinate the annual budgeting process , including timeline management, consolidation, and executive review materials
Keep a consolidated list of risks and opportunities from BU leads or others, and proactively flag them before they occur
Ad hoc reporting/ analysis at the request of the head of FP&A or CFO
FP&A Infrastructure & Systems Lead the evaluation, implementation, and ongoing management of the company’s FP&A planning system
Develop scalable planning and reporting frameworks that support the company’s growth
Drive consistency and standardization in reporting structures, forecasting methodologies, and financial definitions across business units
Improve the efficiency and automation of financial reporting processes
Financial Insight & Quality Control Consistently distil complex financial reporting outputs and deliver clear, decision-useful insights along with a concise narrative outlining what occurred, the underlying reasons, and the anticipated next steps for leadership.
Establish strong quality control processes to ensure reporting accuracy, timeliness, and reliability
Partner with BU FP&A leaders to ensure consistent and high-quality financial narratives
Identify opportunities to improve forecasting accuracy and reporting efficiency
Team Leadership This role is initially structured as an individual contributor , working closely with the Head of FP&A and business unit finance leads
Over time, this position is expected to build and lead elements of the Corporate FP&A team as the organization grows
Help establish scalable processes that support a growing FP&A organization