Finance Lead & Enterprise Transformation Partner - Remote

Overview

The Finance Lead & Transformation Partner is a key contributor to organizational and technology modernization and is responsible for orchestrating financial oversight and value realization across transformation initiatives. This role ensures that every project delivers measurable impact on cost optimization, EBITDA improvement, and strategic value creation.

In Short

• Support initiatives tied to the Board-approved plan, including financial assessment and tracking of each initiative.
• Establish standardized reporting and frameworks to evaluate costs, benefits and ROI for transformation programs.
• Develop KPIs and dashboards to monitor value delivery, including cost savings and margin improvements.
• Maintain line-of-sight from investment to EBITDA impact, run-rate, and closing the “benefit realization gap”.
• Proactively prepare reports and analysis, forecast initiative results, and make recommendations.
• Own budgeting oversight, monthly forecasting, and variance analysis for transformation initiatives.
• Challenge initiative teams on effort estimates, vendor quotes, and resourcing plans.
• Provide financial leadership and analytics to guide decisions on resource allocation.
• Ensure alignment between program milestones and financial outcomes.
• Collaborate with Legal, Compliance, and other teams to ensure adherence to regulatory requirements.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or Business or related Field required.
• Master’s degree in Finance preferred.
• CPA is preferred.
• PMP or Lean Six Sigma preferred.
• 8+ years in finance leadership roles.
• 5+ years experience in PBM or related experience preferred.
• Broad-based Finance experience in larger organizations preferred.
• Proven ability to lead through cross-functional teams.
• Participate in compliance program objectives.
• Ability to interact cooperatively and respectfully with other employees.

Benefits

• Top of the industry benefits for Health, Dental, and Vision insurance.
• 20 days paid time off.
• 4 weeks paid parental leave.
• 9 paid holidays.
• 401K company match of up to 5%.
• Adoption Assistance Program.
• Flexible Spending Account.
• Educational Assistance Plan.
• Referral Bonus Program – up to $750!