Senior Strategic Finance Manager
SmithRx
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San Francisco, CA
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0
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Not Applicable
Posted April 17, 2026
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Responsibilities
Responsibilities
- Own the Long Range Plan, aligning capital allocation and growth assumptions with the company's long-term vision.
- Build and maintain models to measure and improve unit economics across customers, customer segments, cohorts and channels.
- Deliver clear, executive-ready materials for monthly reviews and board discussions that distill data into clear and actional narratives.
- Serve as a key support lead for future fundraising efforts and other strategic projects and initiatives.
- Partner with cross functional leaders on scenario modeling and business case development, connecting financial discipline to operational outcomes.
- Define and track KPIs and leading indicators of business performance to drive operational improvements.
- Contribute to development of differentiated forecasting features or tools for the company and clients.
- Partner with GTM teams on pricing strategy and proposals.
- Stand up the systems, tooling, and frameworks the Strategic Finance team needs to influence the business, including automation, reporting, and operational rhythms.
- Partner closely with the FP&A team to ensure near-term budgets and forecasts are tightly aligned with long-term forecasting.
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Requirements
- 8+ years of experience in strategic finance, investment banking, private equity, strategy & operations, FP&A, or related finance roles with operational experience at a fast-paced, scaling company.
- Experience with subscription business models, including an understanding of ARR, revenue, retention, and unit economics.
- Experience partnering with Sales, Marketing, RevOps, Customer Success, and R&D teams, with a track record of influencing decisions through insight.
- Exceptionally strong analytical and financial modeling skills, with the ability to build models from scratch in a high growth, operationally complex environment.
- Ability to translate data and analysis into clear narratives for executives, and comfort presenting to senior leadership and board-level stakeholders.
- Strong communication skills and executive presence, with the judgment to challenge assumptions while maintaining strong relationships.
- High level of ownership, curiosity, and urgency, with the ability to operate independently and navigate ambiguity.
Preferred Skills
- Healthcare or health tech experience is a plus.
Education
- (Required) – Bachelor's degree required.
Who We Are:
SmithRx is a rapidly growing, venture-backed Health-Tech company. Our mission is to disrupt the expensive and inefficient Pharmacy Benefit Management (PBM) sector by building a next-generation drug acquisition platform driven by cutting edge technology, innovative cost saving tools, and best-in-class customer service. With hundreds of thousands of members onboarded since 2016, SmithRx has a solution that is resonating with clients all across the country.
We pride ourselves for our mission-driven and collaborative culture that inspires our employees to do their best work. We believe that the U.S healthcare system is in need of transformation, and we come to work each day dedicated to making that change a reality. At our core, we are guided by our company values:
Integrity: Our purpose guides our actions and gives us confidence in the path ahead. With unwavering honesty and dependability, we embrace the pressure of challenging the old and exemplify ethical leadership to create the new.
Courage: We face continuous challenges with grit and resilience. We embrace the discomfort of the unknown by balancing autonomy with empathy, and ownership with vulnerability. We boldly challenge the status quo to keep moving forward—always.
Together: The success of SmithRx reflects the strength of our partnerships and the commitment of our team. Our shared values bind us together and make us one. When one falls, we all fall; when one rises, we all rise.
Job Summary:
We are seeking a Senior Manager, Strategic Finance to lead the financial analysis and decision support that powers SmithRx's future growth and profitability initiatives. As a direct report to the Senior Director, Strategic Finance, this leader will operate as an athlete - building models, systems, and insights that help SmithRx make decisions with clarity. In partnership with the FP&A team, this role will help integrate financial analysis into the business and support data-driven decision making at scale.
This is a role for someone who is excited to build, move seamlessly between detail and strategy, and serve as a true thought partner to senior leadership. The right person will raise the bar for how we operate and help shape the next chapter of SmithRx's growth.
What you will do:
Own the Long Range Plan, aligning capital allocation and growth assumptions with the company's long-term vision.
Build and maintain models to measure and improve unit economics across customers, customer segments, cohorts and channels.
Deliver clear, executive-ready materials for monthly reviews and board discussions that distill data into clear and actional narratives.
Serve as a key support lead for future fundraising efforts and other strategic projects and initiatives.
Partner with cross functional leaders on scenario modeling and business case development, connecting financial discipline to operational outcomes.
Define and track KPIs and leading indicators of business performance to drive operational improvements.
Contribute to development of differentiated forecasting features or tools for the company and clients.
Partner with GTM teams on pricing strategy and proposals.
Stand up the systems, tooling, and frameworks the Strategic Finance team needs to influence the business, including automation, reporting, and operational rhythms.
Partner closely with the FP&A team to ensure near-term budgets and forecasts are tightly aligned with long-term forecasting.
What you will bring to SmithRx:
8+ years of experience in strategic finance, investment banking, private equity, strategy & operations, FP&A, or related finance roles with operational experience at a fast-paced, scaling company.
Experience with subscription business models, including an understanding of ARR, revenue, retention, and unit economics.
Experience partnering with Sales, Marketing, RevOps, Customer Success, and R&D teams, with a track record of influencing decisions through insight.
Exceptionally strong analytical and financial modeling skills, with the ability to build models from scratch in a high growth, operationally complex environment.
Ability to translate data and analysis into clear narratives for executives, and comfort presenting to senior leadership and board-level stakeholders.
Strong communication skills and executive presence, with the judgment to challenge assumptions while maintaining strong relationships.
High level of ownership, curiosity, and urgency, with the ability to operate independently and navigate ambiguity.
Bachelor's degree required.
Healthcare or health tech experience is a plus.
What SmithRx Offers You:
Highly competitive wellness benefits including 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
SmithRx is a rapidly growing, venture-backed Health-Tech company. Our mission is to disrupt the expensive and inefficient Pharmacy Benefit Management (PBM) sector by building a next-generation drug acquisition platform driven by cutting edge technology, innovative cost saving tools, and best-in-class customer service. With hundreds of thousands of members onboarded since 2016, SmithRx has a solution that is resonating with clients all across the country.
We pride ourselves for our mission-driven and collaborative culture that inspires our employees to do their best work. We believe that the U.S healthcare system is in need of transformation, and we come to work each day dedicated to making that change a reality. At our core, we are guided by our company values:
Integrity: Our purpose guides our actions and gives us confidence in the path ahead. With unwavering honesty and dependability, we embrace the pressure of challenging the old and exemplify ethical leadership to create the new.
Courage: We face continuous challenges with grit and resilience. We embrace the discomfort of the unknown by balancing autonomy with empathy, and ownership with vulnerability. We boldly challenge the status quo to keep moving forward—always.
Together: The success of SmithRx reflects the strength of our partnerships and the commitment of our team. Our shared values bind us together and make us one. When one falls, we all fall; when one rises, we all rise.
Job Summary:
We are seeking a Senior Manager, Strategic Finance to lead the financial analysis and decision support that powers SmithRx's future growth and profitability initiatives. As a direct report to the Senior Director, Strategic Finance, this leader will operate as an athlete - building models, systems, and insights that help SmithRx make decisions with clarity. In partnership with the FP&A team, this role will help integrate financial analysis into the business and support data-driven decision making at scale.
This is a role for someone who is excited to build, move seamlessly between detail and strategy, and serve as a true thought partner to senior leadership. The right person will raise the bar for how we operate and help shape the next chapter of SmithRx's growth.
What you will do:
Own the Long Range Plan, aligning capital allocation and growth assumptions with the company's long-term vision.
Build and maintain models to measure and improve unit economics across customers, customer segments, cohorts and channels.
Deliver clear, executive-ready materials for monthly reviews and board discussions that distill data into clear and actional narratives.
Serve as a key support lead for future fundraising efforts and other strategic projects and initiatives.
Partner with cross functional leaders on scenario modeling and business case development, connecting financial discipline to operational outcomes.
Define and track KPIs and leading indicators of business performance to drive operational improvements.
Contribute to development of differentiated forecasting features or tools for the company and clients.
Partner with GTM teams on pricing strategy and proposals.
Stand up the systems, tooling, and frameworks the Strategic Finance team needs to influence the business, including automation, reporting, and operational rhythms.
Partner closely with the FP&A team to ensure near-term budgets and forecasts are tightly aligned with long-term forecasting.
What you will bring to SmithRx:
8+ years of experience in strategic finance, investment banking, private equity, strategy & operations, FP&A, or related finance roles with operational experience at a fast-paced, scaling company.
Experience with subscription business models, including an understanding of ARR, revenue, retention, and unit economics.
Experience partnering with Sales, Marketing, RevOps, Customer Success, and R&D teams, with a track record of influencing decisions through insight.
Exceptionally strong analytical and financial modeling skills, with the ability to build models from scratch in a high growth, operationally complex environment.
Ability to translate data and analysis into clear narratives for executives, and comfort presenting to senior leadership and board-level stakeholders.
Strong communication skills and executive presence, with the judgment to challenge assumptions while maintaining strong relationships.
High level of ownership, curiosity, and urgency, with the ability to operate independently and navigate ambiguity.
Bachelor's degree required.
Healthcare or health tech experience is a plus.
What SmithRx Offers You:
Highly competitive wellness benefits including 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