Financial Data Analyst, Account Management

The role

You will serve as the primary data subject matter expert and strategic bridge between client-facing teams and the Data Analysis/Reporting department. You will translate complex pharmacy benefit data into actionable financial insights for clients.

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.
• Serve as the primary liaison between Account Management and the Reporting/Data Analyst teams.
• Interpret pharmacy claims data, trend analysis, and rebate projections for client presentations and QBRs.
• Oversee the integrity of client-facing financial reports.
• Collaborate with internal technical teams to improve automated reporting tools and identify product gaps.
• Assess financial data for indicators of client attrition risk and develop mitigation strategies.
• Act as a data mentor to Account Managers.
• Participate in existing and prospective client meetings.

Required qualifications

• Deep fluency in the pharmacy benefits space, including 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/or PBM industry.
• Strong command of data visualization tools (e.g., Looker, Tableau, PowerBI).
• Advanced Excel skills (VLOOKUPs, Pivot Tables, modeling).
• Ability to translate data-speak into executive-level insights.
• Ability to observe scenarios from the client's financial point of view.
• Bachelor's degree in Finance, Healthcare Administration, or equivalent experience.

Benefits

• Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&D Insurance
• Flexible Spending Benefits
• 401(k) Retirement Savings Program
• Short-term and long-term disability
• Discretionary Paid Time Off
• Paid Company Holidays
• Wellness Benefits
• Commuter Benefits
• Paid Parental Leave benefits
• Employee Assistance Program (EAP)
• Well-stocked kitchen in office locations
• Professional development and training opportunities

About the company

SmithRx is a rapidly growing, venture-backed Health-Tech company. Their mission is to disrupt the Pharmacy Benefit Management (PBM) sector by building a next-generation drug acquisition platform.