Manager, Strategic Finance & Investments (Private Equity)

About AssistRx

AssistRx is a market leader in specialty medication access technology and services. Through a combination of advanced software, data intelligence, and end-to-end patient support solutions, we accelerate therapy initiation and improve patient outcomes for pharmaceutical and biotech partners.

As a high-growth, tech-enabled healthcare company, we operate with the rigor of a top-tier investment firm and the agility of a fast-scaling operator—where data, insights, and disciplined capital deployment drive meaningful impact.

About the Role

The Senior Manager, Strategic Finance & Investments is a high-impact, analytical powerhouse role for someone who thrives at the intersection of strategic finance, investment analysis, and value creation.

You will act as a trusted strategic partner to senior executives, owning the models, insights, and investment frameworks that shape the company’s long-term strategy, pricing, operational performance, and allocation of capital.

This is an individual contributor role with outsized influence—ideal for top performers from investment banking, private equity, management consulting, or corporate development who want meaningful ownership, exposure to senior leadership, and the ability to directly influence decision-making.

What You’ll Lead

Strategic Modeling & Investment Analysis

• Build and maintain dynamic, multi-scenario financial models to evaluate new initiatives, pricing strategies, product expansion opportunities, and value creation initiatives.
• Lead ROI analysis and capital allocation recommendations for strategic investments, new offerings, and operational improvements.
• Partner with executives to quantify strategic options and define the financial implications of key decisions.

Performance Analytics & Value Creation

• Develop and maintain KPI frameworks, dashboards, and portfolio-like performance reporting across service lines.
• Identify operational levers that drive margin expansion, throughput gains, and long-term EBITDA growth.
• Provide recurring performance insights to leadership and partner teams to drive accountability and execution.

Executive & Board-Level Communication

• Craft high-quality materials for board meetings, investor discussions, and executive leadership sessions.
• Distill complex analysis into clear, strategic recommendations to influence senior decision-makers.
• Support CEO, CFO, and SVP-level requests with rapid analyses and strategic insights.

Cross-Functional Partnership

• Collaborate with Operations, Product, Sales, Data, and Commercial teams to ensure alignment between financial goals and execution plans.
• Serve as a strategic finance thought partner to business leaders in evaluating performance and scaling opportunities.
• Mentor junior team members, raising the bar on analysis, modeling, and strategic rigor.

Requirements:
Who You Are

• Investment-Minded Strategist
• You bring 4–6+ years of experience in:
• Investment banking (preferred)
• Private equity
• Management consulting
• Strategic finance at a high-growth, tech-enabled company

• You think in terms of value creation, return on invested capital, and strategic risk-adjusted decision-making.
• Analytical Athlete
• You are fluent in valuation, scenario modeling, and financial architecture.
• Excel is your primary toolkit for structuring ambiguity and building decision frameworks.
• You can pressure-test assumptions and build models that withstand executive scrutiny.

• Executive-Ready Communicator
• You synthesize complex data into clear narratives and strategic insights.
• You influence decisions with confidence and credibility.
• You can operate at high speed without sacrificing accuracy.

• Builder With an Operator’s Mindset
• You work with urgency, precision, and ownership.
• You thrive in environments that scale quickly and expect high performance.
• You enjoy turning ambiguous problems into structured solutions.

Required

• Bachelor’s degree in Finance, Economics, Accounting, or related field (MBA/CPA a plus).
• 4+ years of post-graduate experience in IB, PE, consulting, corporate development, or strategic finance.
• Deep experience building complex models (3-statement, scenario, valuation, KPI-driven).
• Advanced Excel and PowerPoint skills.
• Experience producing materials for C-suite or board audiences.
• Strong understanding of P&L management, unit economics, ROI frameworks, and capital allocation.
• Proven ability to influence senior leadership in high-stakes environments.

Preferred

• Experience in healthcare, life sciences, or tech-enabled services.
• Experience with systems such as NetSuite, Adaptive Insights, or Power BI.
• Exposure to portfolio operations, commercial strategy, or transformation initiatives.
• Track record of driving performance improvement in high-growth environments.

Travel

• Occasional travel to Orlando, FL (position is remote-friendly).

Why This Role Is Exceptional

• Strategic visibility — direct partnership with CEO, CFO, COO, and senior executives.
• PE-caliber work — investment modeling, performance analytics, value creation, and financial strategy.
• Operator impact — unlike IB/PE roles, you see your analysis turn into real execution.
• High-growth environment — meaningful influence in a scaling, industry-leading organization.

Benefits:
• Meaningful work that improves access to critical therapies and enhances patient outcomes.
• Collaborative culture where finance is a true strategic partner, not a back-office function.
• Exposure to executive leadership and high-impact decision-making.
• Competitive compensation, performance bonuses, and comprehensive benefits.
• Supportive, progressive, fast-paced environment
• Competitive pay structure
• Matching 401(k) with immediate vesting
• Medical, dental, vision, life, & short-term disability insurance

AssistRx, Inc. is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, religion, color, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, or other non-merit based factors, or any other protected categories protected by federal, state, or local laws.

All offers of employment with AssistRx are conditional on the successful completion of a pre-employment background check.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. Sponsorship and/or work authorization are not available for this position.

AssistRx does not accept unsolicited resumes from search firms or any other vendor services. Any unsolicited resumes will be considered the property of AssistRx, and no fee will be paid in the event of a hire