CareerPlan

Senior Analyst, Financial Operations

Work At Home-Illinois, USFull-time$47k–$112k2026-11-11 → 2026-11-14
Based in United States

Core

Manage client contractual obligations, oversee rebate reporting/payment/reconciliation, and drive financial project resolution for PBM clients.

Role type

Senior Analyst, Financial Operations (Client Engagement)

Builds

Client contractual deliverables, financial reports, and project resolutions

Domain

PBM (Pharmacy Benefit Manager) / Healthcare Financial Operations

Required skills

Client contract management, rebate reporting, financial reconciliation, trend analysis, process improvement, project management, stakeholder facilitation, issue triage, Microsoft Excel (VLOOKUPs, pivot tables)

Preferred skills

Client-facing experience, advanced project management, Salesforce

Technologies

Microsoft Excel, Salesforce, CRAID

Responsibilities

Partner with Sales/Finance/Trade to meet client requirements; Review and analyze reporting for trends and quality; Solve opportunities via trend analysis and process improvement; Independently manage client issues and projects; Triage Finance requests; Support complex client escalations; Create and maintain issue/project tracking tools; Escalate risks appropriately; Conduct post-resolution feedback meetings.

Seniority

Senior, hands-on IC