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Sr. Director, Financial Planning & Analysis


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Job Details

Location: Columbus, Franklin County, Ohio, USA Posted: May 13, 2021

Job Description

We are looking for a Sr. Director, Financial Planning & Analysis to join our rapidly growing organization. Reporting to our VP of Finance, this individual will lead a team committed to ensuring the channel and its leaders have the partnership, financial insights and discipline needed as they strive to achieve the strategic priorities and deliver the aggressive growth targets. Success in this role requires an influential, inquisitive, impactful, and high-integrity professional who enjoys working with high-performing, creative entrepreneurs in a high-growth environment and an individual committed to developing and growing its team members.

What You'll Do

CoverMyMeds is looking for a seasoned director for its Access & Adherence finance team. The role will work closely with the leaders of this high growth channel and the segment’s finance team to deliver insightful and actionable reporting. The position is responsible for:

Strategic leadership:

  • Lead a matrix organization to ensure the financial health of CoverMyMeds’ Access and Adherence channel.
  • Contribute to the development of company strategy across all areas of the business. Challenge assumptions, support decision-making, and provide financial analysis and guidance.
  • Ensure the finance organization and its systems optimizes its resources.
  • Elevate insights and analysis through continued development of analytics capabilities and market awareness.
  • Deliver executive level presentations and written commentary to share findings including strategy recommendations.
  • Member of McKesson Prescription Technology Solution (RxTS) Finance extended leadership team responsible for evolving and transforming the finance team to deliver best in class financial support to the businesses in the segment.

Operational leadership:

  • Ownership of rolling forecast, annual budget, and Long-Range Planning process.
  • Ensure accurate and timely completion of monthly management reports – segment and product level. Identify trends in financial performance and provide insight & recommendations.
  • Ensure Business Units and Product leadership have the tools and support needed to understand financial performance, variances to budget/forecast and implications of performance to past performance and future projections.
  • Increase productivity of finance team through financial system capabilities and process refinement.
  • Ensure team supports senior leaders financial needs, including, but not limited to reporting and analysis, ad hoc request, business case development, financial performance, and metrics.
  • Drive key operations initiatives, financial modeling, and ROI analysis,
  • Lead cross-functional efforts within finance to improve reporting, planning, and analysis capabilities.
  • Serve as a mentor to direct reports in the Finance team, including coaching, developing, and holding the team accountable for results. Fostering an environment that encourages teamwork and communication.
  • Proactively and effectively collaborate with various stakeholders across the business to support business initiatives.
  • Work closely with the Segment FP&A and accounting teams to meet monthly, quarterly & annual finance reporting and compliance requirements.
  • Navigate and build relationships with key stakeholders. Be a team player and a positive influence on others.

About You

The ideal candidate is self-motivated and has strong analytical skills, finance, and accounting expertise. Success in this role requires a proactive, self-motivated, and hands-on professional who thrives in a high-growth, entrepreneurial, and team-oriented environment.

  • Bachelor's degree in Finance or Accounting required. Advanced degree a plus.
  • 10 + years’ experience in Financial Planning Analysis roles
  • 5+ years in leadership role
  • Business Intelligence tool experience preferred, but not required.
  • Advanced Excel, Power Point.
  • ERP and Planning tool experience (Adaptive Insights, Hyperion, NetSuite, and SAP a plus).
  • Experience with high growth and/or technology companies preferred.
  • Experience in healthcare industry plus.


  • Build Relationships: Establish and maintain positive working relationships with others, internally and externally.
  • Communicate Effectively: Speak, listen, and write in a clear, thorough and timely manner using appropriate and effective communication tools and techniques.
  • Influence Appropriately: Leverage communication and influencing skills to work with leaders across multiple functions to make strong business decisions. Confident.
  • Be Analytical: Use analytic and critical thinking in support of structured and unstructured business initiatives. Ability to identify and interpret key business drivers.
  • Focus on Client Needs: Anticipate, understand, and respond to the needs of internal and external clients to meet or exceed their expectations within the organizational parameters. Deliver high quality work product and measurable impact.
  • Foster Teamwork: Work cooperatively and effectively with others to set goals, resolve problem, and make decisions that enhance organizational effectiveness.
  • Lead: Positively influence others to achieve results that are in the best interest of the organization. Comfortable in a fast-paced environment, managing tight deadlines and effectively delegating to team members.
  • Coach: Ability to attract, coach, and grow top talent resulting in expanded skillsets, business impact, and careers with goal of continually enhancing team effectiveness.
  • Adaptable: Extremely flexible able to shift priorities easily and balance multiple complex projects simultaneously. Comfortable working in a geographically diverse company and in a matrix reporting environment.
  • Make Decisions: Assess situations to determine the importance, urgency, and risks, and make clear decisions which are timely and in the best interests of the organization
  • Plan: Set priorities. Determine strategies to move the organization forward, set goals, create, and implement actions plans, and evaluate the process and results. Organize.
  • Solve Problems: Assess problem situations to identify causes, gather and process relevant information, generate possible solutions, and make recommendations and/or resolve the problem.
  • Behave Ethically: Understand ethical behavior and business practices and ensure own behavior and the behavior of others is consistent with these standards and aligns with the values of the organization

Position located in Columbus, Ohio. Travel up to 10% to other locations/Hubs.

About Us

CoverMyMeds, part of McKesson’s Prescription Technology Solutions, is a fast-growing healthcare technology company. Our mission: Help patients get the medications they need to live healthy lives. Our solutions seamlessly connect the health care network to improve medication access, increasing speed to therapy and reducing prescription abandonment for patients like you and me.

We hire ambitious people and make it a priority to invest in them by providing opportunities to grow their careers and connections within the community. On-site culinary team, flexible hours and paid benefits? Yeah, we have those too. But don’t take our word for it. We’ve been recognized as a “Best Place to Work” by Glassdoor, a “Best Company to Work For” by FORTUNE, and our employees have great things to say, too.

CoverMyMeds is an equal opportunity and affirmative action employer. We embrace diversity and are committed to creating an inclusive environment for all employees. Qualified applicants will be considered for employment without regard to race, religion, gender, gender identity, sexual orientation, national origin, age, disability or veteran status.

About CoverMyMeds

CoverMyMeds is a healthcare tech platform helping doctors and pharmacists complete PA and insurance coverage determination forms for drugs.

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