Business Finance Senior Advisor, Sales Operations-Forsyth Health

Business Finance -Sr. Advisor Sales Operations

Overview

Forsyth Health is at the forefront of data management, business intelligence, and advanced analytics. Our innovative approach supports various functions within Pharmaceutical/ Life Science organizations, helping them meet their business needs around market access and patient support programs.

Role Summary:

We are seeking a Business Finance Senior Advisor, a dynamic position ideal for a critical thinker and innovative problem solver eager to thrive in a start-up environment.

In this pivotal role, you will partner with Forsyth’s CFO to harness the power of financial and sales analytics to drive business outcomes. Collaboration will be a key for success in your role as you work alongside Finance, Business Development, Client Services, and Product leadership to create status reports and communicate insights to inform the team about performance and strategy.

Additionally, you will take ownership of the CRM system for Forsyth's team, establishing yourself as the go-to expert for sales analytics and reporting needs.

Key Responsibilities:

Create tools and resources to report on the financial health of the organization:

• Summarizing raw data into actionable insights, comparing results to plan, and partnering with others to guide business decisions.
• Support the development of robust forecasting, variance analysis, and comprehensive financial reporting, including monthly cash flow projections
• Design and implement dynamic operational processes to ensure consistent, repeatable, and scalable reporting of business performance, encompassing management reporting, financial analysis, and sales metrics.

Establish reliable systems for collecting and summarizing sales data.

• Build and maintain Forsyth’s CRM system, and lead the design and implementation of Salesforce across the Sales team, ensuring a seamless experience.
• Uphold the high standards of data quality and completeness within the CRM, dedicating efforts to clean and organize contacts and accounts.
• Create compelling sales management reports that provide weekly updates on top opportunities, conduct thoughtful win/loss analyses, and prioritize other critical analytics as needed.
• Assist in the preparation of quarterly incentive compensation reports for the team, ensuring clarity and accuracy.
• Facilitate client invoicing and cash flow management by diligently tracking payments and following up on outstanding invoices, ensuring a smooth client experience

Drives financial discipline across all the teams

• Provide financial leadership on complex assignments/projects.
• Research and define the impact of broader business strategies on Forsyth's business.
• Handle multiple projects simultaneously while managing and supporting stakeholder
• Establish strong internal relationships with the Finance, Sales, and Client Service teams

Qualifications

Bachelor’s degree highly desired, Advanced degree or MBA preferred. At least 5 years of relevant experience in Healthcare or PBM Financial Analysis, Business Analytics, Actuarial, Underwriting or related field. Ability to translate complex data into concise and succinct stories for various levels of management. Demonstrated analytical and problem-solving capability –ability to source accurate data and use it to make strategic recommendations to drive the business forward Ability to work with a high level of independence or collaboratively with a team. Technical knowledge of relational database concepts, querying, data warehouses and decision support tools, including but not limited to: SQL, Excel and Tableau. Previous Salesforce experience is a plus Go getter, strong team player and inquisitive learner Adaptability to ambiguous or unfamiliar situations.

If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.

For this position, we anticipate offering an annual salary of 108,500 - 180,900 USD / yearly, depending on relevant factors, including experience and geographic location.

This role is also anticipated to be eligible to participate in an annual bonus plan.

We want you to be healthy, balanced, and feel secure. That’s why you’ll enjoy a comprehensive range of benefits, with a focus on supporting your whole health. Starting on day one of your employment, you’ll be offered several health-related benefits including medical, vision, dental, and well-being and behavioral health programs. We also offer 401(k) with company match, company paid life insurance,