Finance Lead & Transformation Partner

Due to growth, we are adding a Finance Lead & Transformation Partner to our team! Candidates with experience working at a PBM are encouraged to apply.

The Finance Lead & Transformation Partner is a key contributor to organizational 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. This role will also promote critical advisory and financial guidance to ensure support for business initiatives ensuring operational efficiency, scalability, and innovation

Is this you? Find out more below!

How do I make an impact on my team?

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" often seen in large-scale transformations.
• Proactively prepare reports and analysis, forecast initiative results, and make recommendations to keep initiatives on or ahead of track.
• Own budgeting oversight, monthly forecasting, and variance analysis for transformation initiatives.
• Challenge initiative teams on effort estimates, vendor quotes, and resourcing plans to ensure costs reflect true delivery complexity
• Provide financial leadership and analytics to guide decisions on resource allocation and cost-benefit trade-offs.
• Ensure alignment between program milestones and financial outcomes, not just "on time/on budget" but "value realized".
• Collaborate with Legal, Compliance, and other teams to ensure adherence to regulatory requirements and adherence to GAAP, AICPA, and other standards reflective of best practices.
• Support Strategic Transformation Officer and collaborate with value stream owners to integrate finance into transformation strategy.
• Act as a bridge between finance, operations, and technology, ensuring compliance and risk management.
• Other duties as assigned.

What our team expects from you?

• Bachelor's degree in Finance, Accounting, Economics, or Business or related Field or equivalent work experience required. Master's degree in Finance preferred.
• CPA is preferred.
• PMP, or Lean Six Sigma preferred.
• 8+ years in finance leadership roles, with exposure to transformation programs.
• 5+ years experience in PBM or related experience preferred.
• Broad-based Finance experience with oversight and leadership progression in larger more complex organizations preferred.
• Proven ability to lead through cross-functional teams and influence senior stakeholders.
• Participate in, adhere to, and support compliance program objectives.
• The ability to consistently interact cooperatively and respectfully with other employees.

What can you expect from Navitus?

• 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% - No vesting requirement
• Adoption Assistance Program
• Flexible Spending Account
• Educational Assistance Plan and Professional Membership assistance
• Referral Bonus Program - up to $750!

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