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Overview

FP&A Business Partner – PSS (Hub & Copay)

Finance | High-Impact | PE-Backed Growth Environment

Why This Role Matters

This is ahigh-visibility FP&A leadership role supporting Valeris’ largest and most complex business unit (Patient Support Services – Hub & Copay).

You will sit at the center of the business—partnering directly with senior leaders to drive financial performance, improve margins, and shape decision‑making in a fast‑growing, PE‑backed environment.

This is atrue business partner role with both strategic influence and deep ownership of financial outcomes.

About Valeris

Valeris is a fully integrated life sciences commercialization partner formed through the merger of PharmaCord and Mercalis. We help life sciences companies bring therapies to market and ensure patients can access and afford critical medications.

Supporting more than 500 life sciences customers and millions of patients, Valeris combines data, technology, and deep industry expertise to improve the patient experience and drive better outcomes.

To learn more about Valeris, please visit www.valeris.com.

The Role

You willown the financial performance of the PSS business unit and serve as theprimary finance partner to senior operational leaders.

This is abuild‑and‑scale opportunity—you’ll not only manage forecasting and reporting, but also improve processes, enhance visibility, and help shape how the business makes decisions.

• This role is intentionally hands‑on, but withsignificant strategic influence and growth potential.
• This is not a purely managerial role—this leader is expected to personally own the financials and deliver the core analyses that drive the business.

Responsibilities

What You’ll Do

Own the Business Financials

• Lead end‑to‑end financial oversight for PSS (Hub & Copay)
• Translate operational drivers into revenue, cost, and margin outcomes
• Provide clear insights on performance, risks, and opportunities
• Maintain direct ownership of the business unit income statement and underlying drivers (volume, pricing, cost structure)

Drive Forecasting & Performance

• Personally build and update forecast models, including key client‑level assumptions and roll‑ups
• Lead monthly Budget vs. Actual (BvA) analysis, including root cause investigation and clear articulation of drivers
• Improve forecast accuracy and transparency across the business

Influence Decisions & Improve Margins

• Regularly review and explain margin performance at both aggregate and program/client levels
• Identify and drive opportunities to improve financial performance
• Partner with leadership on pricing, volume, and cost decisions
• Build and support business cases to support investment initiatives proposed by the BU

Build & Scale the FP&A Function

• Establish structure and priorities for a growing FP&A team
• Directly manage an existing contractor supporting reporting and forecasting; an FP&A Analyst will be added after this role is onboarded
• Initially operate in a lean environment with limited leverage, requiring direct execution of core deliverables
• Improve reporting, reduce manual work, and drive automation by partnering with FP&A team to build out future FP&A tools (planning tools, AI, etc.)

Be a True Business Partner

• Work directly with Directors and VPs to support decision‑making
• Translate complex financial data into clear, actionable insights
• Build strong credibility and influence across the organization
• Serve as the primary source of truth for financial performance, with the ability to confidently explain results and assumptions in detail

Qualifications

What You’ll Bring

• 10+ years of experience in FP&A, corporate finance, or similar
• Proven ownership of financials for a complex business unit
• Strong modeling, forecasting, and analytical skills (both standard and ad‑hoc analysis)
• Ability to operate both strategically and in the details
• Experience building or managing small, high‑impact teams
• Strong communication and business partnership skills
• Demonstrated willingness and ability to remain hands‑on in a leadership role
• Prior experience implementing FP&A tools or AI solutions (nice to have)

What Success Looks Like (First 6–12 Months)

• Deep ownership and understanding of PSS financial performance
• Improved forecast accuracy and clarity into key drivers
• Strong partnership with business leaders (trusted advisor)
• Enhanced reporting and visibility into margins and profitability
• Scalable FP&A processes with reduced manual effort

• Clear, consistent ownership of BvA, forecasting, and margin explanations

Why This Role is Compelling

• High visibility – direct partnership with senior leadership
• Meaningful impact – influence revenue, cost, and margin decisions
• Growth opportunity – build and scale a critical finance function
• PE‑backed environment – fast‑paced, results‑driven, high accountability
• Mission‑driven work – improving access to life‑changing therapies