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Associate Director, FP&A

Location: , United States

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Description

Clarest Health is a nationally recognized, technology driven provider of institutional pharmacy services operating in over 40 states. As a mission-driven pharmacy health expert, Clarest Health offers an end-to-end, patient-centered medication management solution to support patients in optimizing, accessing, and adhering to, their medication regimen. Our flexible, comprehensive services integrate technology, human engagement, and proven processes to advance patient health at every step while enabling our partners to achieve better business outcomes. 
We’re hiring an Associate Director of Financial Planning & Analysis (FP&A) to join the Clarest Health Finance team in a key leadership role. This position bridges tactical execution and strategic oversight, contributing directly to company-wide financial planning and decision-making. In this role, you’ll lead the budgeting, forecasting, and financial reporting processes across all departments. Responsibilities include building and refining complex financial models, analyzing key business initiatives, and presenting data-driven insights that support executive decisions. A focus on developing performance metrics will be essential to drive operational improvements and enhance financial outcomes. This is a highly visible role that works cross-functionally with senior leadership and plays a critical part in shaping the company’s financial strategy. 
 
Location: Remote
Salary: $130,000+ plus 10% Discretionary Bonus (based on company performance)
Reports To:  Senior Vice President, Finance 

What We Offer:

  • Comprehensive Medical, Dental and Vision Insurance (as low as $13.33/pay)

  • Paid Time Off

  • Free Virtual Care – Telemedicine

  • 401k with company match

  • Life Insurance

  • Make a difference in the lives of others!

  • We are growing and that means more opportunities

 Key Responsibilities:

  • Lead and manage the annual budgeting and forecasting processes across business units and departments

  • Perform detailed financial analysis and modeling to support strategic initiatives, business development, and profitability enhancement

  • Collaborate with business leaders to understand operational drivers and align financial planning accordingly

  • Develop and present monthly financial reporting packages to executive leadership, identifying risks, opportunities, and performance trends

  • Supervise the preparation of internal reports, pharmacy operations reviews, and presentations for the Board of Directors

  • Oversee capital expenditure tracking, project evaluation, and reporting

  • Design and implement FP&A tools, dashboards, and KPIs to enhance decision-making

  • Provide mentorship and oversight to the FP&A team and ensure team deliverables are accurate and timely

  • Support bank reporting, covenant compliance, and liquidity forecasting in collaboration with Treasury

  • Serve as a key liaison between FP&A and Accounting, ensuring data consistency and integrity

  • Drive process improvements to enhance accuracy, timeliness, and efficiency of financial outputs

  • Support ad-hoc projects, scenario planning, and executive-level analyses as needed

 Qualifications:

  • Bachelor’s degree in Finance, Accounting, Economics, or related field required MBA, CPA, or equivalent advanced degree/certification strongly preferred

  • 5+ years of progressive experience in FP&A or corporate finance, with at least 2 years in a supervisory role

  • Healthcare or pharmacy industry experience

  • Demonstrated expertise in budgeting, forecasting, financial modeling, and variance analysis

  • Strong understanding of financial reporting, GAAP, and operational performance metrics

  • Advanced Excel and PowerPoint skills required; experience with ERP and EHR systems (Epic a plus) preferred

  • Exceptional analytical, organizational, and communication skills

  • Proven ability to manage multiple priorities and stakeholders in a dynamic environment

  Clarest is an Equal Opportunity Employer. Reasonable accommodation will be made to enable individuals with disabilities to apply for a job or to perform the essential functions of their job. Please advise us if you require reasonable accommodation.  

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