Synergy Financial Partners Jobs Near Me

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What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you.
CoverMyMeds (CMM), part of McKesson Corporation, is a fast-growing healthcare technology organization that has been recognized as a "Best Place to Work" by Glassdoor and a "Best Company to Work For" by FORTUNE. Through innovation and collaboration, CoverMyMeds' solutions help people get the medicine they need to live healthier lives by seamlessly connecting the healthcare network to improve medication access, thereby increasing speed to therapy and reducing prescription abandonment.
CMM is seeking a Sr. Financial Analyst, Strategic Finance to play a key role in evaluating, executing, and integrating strategic investments and acquisitions, partnering with business leaders to assess opportunities and drive inorganic value. This role works closely with the Product, Commercial, Corporate Finance, and Corporate Strategy and Business Development (CSBD) teams to:

• Support evaluation of growth investments and strategic opportunities
• Contribute to M&A diligence and synergy development
• Deliver high-quality long-range financial planning and performance insights for the segment

Our ideal candidate is highly analytical, detail-oriented, and intellectually curious, with strong financial modeling capabilities and a desire to build strategic finance expertise.
What You'll Do:
Your daily responsibilities may change depending upon business needs, but you can expect the following:
Strategic Investment Analysis:

• Support financial evaluation of acquisition targets and strategic investments for the segment
• Analyze standalone financials of target companies to identify trends, risks, and inconsistencies
• Build and update financial models (e.g., operating models, scenario and sensitivity analyses) to support deal evaluation
• Assess and recommend adjustments to seller financial models (e.g., revenue quality, cost structure, EBITDA normalization)
• Partner with Corporate Development and CMM business leaders to develop synergy cases, including:
  
  • Revenue synergies (cross-sell, pricing, network expansion)
  • Cost synergies (G&A efficiencies, platform leverage)
• Support diligence processes, including data room review, Q&A, and synthesis of findings
• Translate diligence findings into actionable insights for executive decision-making
• Support post-close integration planning and execution, partnering with business leaders to track synergy realization, monitor performance against deal assumptions, and identify risks to value delivery

Business Partnership & Strategic Insights:

• Translate complex financial, operational, and market data into actionable recommendations for senior leadership and executive decision-making
• Support acquisition integration and value realization efforts by tracking performance against deal assumptions, monitoring synergies, and identifying actions to improve outcomes
• Contribute to materials used for senior leadership reviews and investment discussions

Basic Requirements:

• Bachelor's Degree in Finance, Accounting, Economics or related field, or equivalent experience, and typically requires 7+ years of relative experience in FP&A, corporate finance, consulting, investment banking or related roles
• Experience with financial and business case modeling, with the ability to analyze and identify trends and provide recommendations for actions
• Advanced Excel / financial modeling skills, and experience with planning tools (e.g. SAC)

Preferred Skills/Experience:

• Ethical Behavior: Demonstrates a strong understanding of ethical practices and ensures own behavior and that of others aligns with organizational values
• Relationship Building: Establishes and maintains positive working relationships with internal and external stakeholders to achieve organizational goals
• Effective Communication: Communicates clearly and effectively through speaking, listening, and writing, using appropriate tools and techniques
• Client Focus: Anticipates, understands, and responds to the needs of both internal and external clients, striving to exceed their expectations within organizational parameters
• Teamwork: Demonstrates a track record of building and managing high-performing finance teams, working cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance organizational effectiveness
• Leadership: Positively influences others to achieve results that are in the best interest of the organization
• Decision Making: Assesses situations to determine importance, urgency, and risks, and makes clear, timely decisions that benefit the organization
• Organization: Sets priorities, develops work schedules, monitors progress towards goals, and effectively tracks details, data, information, and activities
• Planning: Determines strategies to move the organization forward, sets goals, creates and implements action plans, and evaluates the process and results
• Problem Solving: Assesses problem situations, identifies causes, gathers and processes relevant information, generates possible solutions, and makes recommendations to resolve problems.

We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here.
Our Base Pay Range for this position
$97,900 - $163,100
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McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application.
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McKesson is an Equal Opportunity Employer
McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page.
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