Note: The job is a remote job and is open to candidates in USA. LucyRx is an independent, next-generation pharmacy benefits manager transforming healthcare through innovative, technology-powered solutions. The Director, FP&A will lead consolidated financial reporting, budgeting, forecasting, lender and Board reporting, M&A integration, and optimization of the Vena FP&A platform while managing a team of financial analysts.
Responsibilities
- Lead the monthly consolidation of financial statements (income statement, balance sheet, and statement of cash flows) across all acquired entities, ensuring accuracy, consistency, and timeliness
- Assist in monthly close and financial process integration of newly acquired companies, including chart of accounts mapping, reporting alignment, budget/forecast integration, and finance data warehouse consistency
- Support M&A activity as needed, including diligence support, Quality of Earnings analysis, synergy identification and tracking, and post-acquisition net working capital assessments
- Prepare monthly lender financials and compliance certificates, including covenant leverage ratio calculations and stress testing
- Prepare, document, and maintain EBITDA adjustments (add-backs, pro forma adjustments, and synergies) in accordance with credit agreement definitions and private equity reporting requirements
- Produce the monthly reporting package for the ELT and the Board, with high-level, decision-ready explanations of budget, forecast, and prior-year variances, supported by trend and KPI analysis
- Own the annual budget and rolling forecast processes for a consolidated, multi-entity P&L, including models, templates, timelines, and key assumptions
- Partner with department leaders across the organization to build and monitor their budgets, manage expenses, and explain variances, including SG&A and headcount planning
- Analyze trends in revenue, cost of revenue, SG&A, and other key performance indicators, highlighting drivers of unexpected variances and recommending corrective actions
- Serve as the FP&A lead for the implementation and ongoing optimization of Vena, designing templates, workflows, and data integrations to automate consolidation, reporting, budgeting, and forecasting
- Champion adoption of Vena across Finance and business users, maximizing the platform for all FP&A functions and continuously reducing manual, Excel-only processes
- Continuously improve FP&A processes, models, and deliverables for efficiency, scalability, and accuracy, including the use of AI tools where appropriate
- Manage, mentor, and develop a team of financial analysts, including reviewing deliverables, setting priorities, and building bench strength
- Support ad hoc analyses such as ROI evaluations, state compliance financial requirements, cash flow forecasting, and other strategic projects assigned by finance leadership
Skills
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- 8+ years of progressive FP&A or corporate finance experience, including 3+ years managing direct reports
- Hands-on experience consolidating financials across multiple entities, including multi-entity monthly close processes and intercompany considerations
- Working knowledge of EBITDA adjustments, credit agreements, debt covenants, and lender compliance reporting
- Strong understanding of GAAP and accounting principles, flows, and processes, with the ability to partner effectively with Accounting
- Advanced financial modeling skills and expert-level proficiency in Microsoft Excel and PowerPoint
- Experience with a modern FP&A/CPM platform (e.g., Vena, Adaptive, Anaplan, OneStream, Planful)
- Polished written and verbal communication skills, with demonstrated ability to present to executive leadership and distill complex financial data into clear, concise insights
- Ability to work independently in a fast-paced, rapidly changing environment, prioritizing and executing multiple deliverables against hard deadlines
- Exceptional attention to detail, work ethic, and business partnering skills, with a proactive, team-first attitude
- Experience at a private equity-backed and/or highly acquisitive company, including post-merger financial integration
- PBM, pharmacy, healthcare, or managed care industry experience
- Hands-on Vena implementation or administration experience strongly preferred
- Familiarity with data and BI tools such as SQL, Power BI, or similar for analyzing large claims/transactional datasets
Benefits
- LucyRx is a remote-first team.
Company Overview