Advisor, Finance Systems & Process Automation

Responsibilities

• Serve as a trusted advisor on finance operations, PBM workflows, and financial systems, providing guidance on process design, controls, and automation strategies.
• Drive cross-functional initiatives from intake through delivery, including managing structured request intake, prioritization, and workflow tracking to ensure alignment with business goals and governance standards.
• Afford finance with oversight of the end-to-end pharmacy payment operations, including 835 file generation, validation, reconciliation, and issue resolution; ensure accuracy, compliance, and effective controls across the payment lifecycle.
• Deliver advanced support for financial systems (e.g., ERP, billing, payment platforms), serve as an escalation point for complex issues, and support system enhancements, integrations, and releases.
• Design and implement automated workflows using tools such as Alteryx to streamline data processing, reconciliation, and reporting; monitor and govern automation to ensure reliability and data integrity.
• Conduct root cause analysis (e.g., 5 Whys) and redesign processes to reduce manual effort, eliminate defects, and prevent financial leakage while improving scalability and efficiency.
• Develop and govern SOPs, work instructions, and job aids to ensure standardized, audit-ready processes; support training and knowledge transfer across the organization.
• Other duties as assigned.

Qualifications

• Bachelor’s degree in Finance, Accounting, Information Systems, or a related discipline, or equivalent work experience, required.
• 10+ years of experience in finance, accounting, or similar operations within a PBM or healthcare environment required.
• Strong working knowledge of pharmacy payments and 835 remittance processes required.
• Hands-on experience with Alteryx and workflow automation required.
• Experience supporting enterprise financial systems (e.g., ERP, billing, payment platforms) required.
• Participate in, adhere to, and support compliance program objectives.
• The ability to consistently interact cooperatively and respectfully with other employees.