Strategic Finance Associate

Business Overview:

As the first and largest specialty pharmacy integrator and accelerator, Shields Health Solutions (SHS) is the industry leader in providing innovative and comprehensive care for the nation's chronically ill patient population. Shields creates and manages hospital-owned specialty pharmacy programs for hospitals and health systems who want to offer coordinated care services for patients with chronic illnesses. Using an integrated approach to patient care through our purpose-built software platform, TelemetryRx, our Patient Liaison model, and our centralized clinical support team, Shields is redefining what it means to provide superior, fully integrated patient care from clinic to pharmacy to patient's homes. Our innovative model and proven results in such a unique industry have led us to be one of the fastest growing healthcare companies in the nation with an immense impact on patients' lives.

Position Overview:

The Strategic Finance team works directly our CFO and all other executive, regional, and functional leaders on cross functional finance, strategy, and business projects. The team is charged with building and supporting the financial, analytical, and strategic infrastructure to scale the rapidly growing company. The team functions as the go-to leaders for cross-functional analysis and business case building, as leading subject matter experts in both company and partner-level finance and accounting. Given its unique position within the company, team members are provided opportunities to gain direct experience working with the core executive team and help make a lasting impact on the Company. Members of the strategic finance team are provided distinct visibility into the operational model and growth-engine of one of the fastest-growing, nationally scaled healthcare enterprises. These experiences will provide the foundations of success for the future finance, strategy, growth, and business leadership of the Company.

The Strategic Finance Associate will report to the Senior Director of Strategic Finance. This role is focused on hands-on analytical work. The Associate will be expected to focus real-time on the highest-priority business issues and be plugged into every facet of the business. You can expect to define and create detailed analyses to derive insights that will drive key business decisions, help define and track key performance metrics for the company, and act as a strategic partner to our leadership teams. You’ll focus real-time on high-priority business issues and see your insights turned into impactful initiatives on a regular basis. The ideal teammates will be great communicators with outstanding interpersonal skills, exceptional analytical horsepower, have a growth-mindset, and possess the ability to work comfortably inside a highly entrepreneurial environment that is very results-oriented. 

Representative Job Responsibilities and Duties:

• Work directly with the C-Suite and other Company Leaders to execute and support key business priorities
• Own the company’s operating model – refinement, updating, evaluating, and be the subject matter expert
• Develop board materials to advise key stakeholders on overall company financials, initiatives, strategy, and operational results
• Handle all investor communications, reporting, capital markets and related activities
• Produce company level financials (budgets, monthly P&Ls) and a significant share of site-level financials (baseline analyses, gross margin analyses, monthly P&Ls, QBR support as needed, etc.) in a cadenced manner
• Partner with site operators and other key stakeholders in evaluation of ongoing contract renewals, analyzing future contract value and pricing, and providing support throughout the negotiation process
• Collaborate cross-functionally, to identify, scope and monitor innovative growth opportunities and initiatives (organic and inorganic)
• Develop data-driven investment theses, business cases, and evaluation criteria for growth and efficiency-oriented initiatives
• Interact with leaders across the organization as thought partners to enhance understanding and enable a more proactive value-creation orientation
• Identify and lead site-level and company-level value creation strategies
• Partner with business development and other key stakeholders in evaluating and pricing new business opportunities
• Optimize operating expenses and corporate purchasing, along with enhancing the company’s abilities/understanding related to capital allocation and efficiency
• Build financial and operational metrics dashboards to report key insights
• Support other FP&A workstreams as needed (examples: ERP proficiency, annual financial audit, month-end close process, balance sheet optimization)

Skills and Position Requirements (continued):

• Entrepreneurial attitude - willingness to roll up his/her sleeves and work alongside team members to make things happen quickly and create value
• Must be highly motivated, results-driven professional who can thrive in a team-oriented environment
• Deliver highly accurate and detail-oriented work
• 2+ years of investment banking, transaction services, deal advisory, financial due diligence, corporate development, corporate finance experience
• Outstanding leadership skills and potential; previous people management experience preferred
• Strong understanding of business models
• Growth-mindset
• Highly analytical with strong attention to detail
• Exceptional Excel and Microsoft Office skills; including financial modeling and business visualization
• Capable of solving complex business problems
• Values-oriented, data-driven decision-making style
• Ability to distill complex issues into structured frameworks and concrete action plans
• Experience in summarizing and presenting Company results in formal Management or Board of Director settings, preferably in investment banking, private equity or venture-backed environments
• Ambitious, reliable, and self-starter who is able to work independently, with limited oversight from managers
• Effective at multi-tasking; someone who enjoys and thrives wearing multiple hats at once
• Outstanding written and verbal communication skills
• Enthusiastic and service-oriented
• Cultural Fit – one with sincere appreciation for the Company’s past and will work hard to earn the respect of those that came before him/her

Education:

• Bachelor’s Degree
• Advanced degree a plus