Sr. Manager or Director, Corporate FP&A

Overview
Valeris is a fully integrated life sciences commercialization partner that provides comprehensive solutions spanning the healthcare value chain. Formed by the merger of PharmaCord and Mercalis, Valeris revolutionizes the path from life sciences innovation to real-life impact to ensure every patient gets the care they need.

Valeris works on behalf of life sciences companies to improve the patient experience so that patients can access and adhere to critical medications. Backed by proven industry expertise, a deep commitment to patient care, the latest technology, and an exceptionally talented team, Valeris provides the data and strategic insights, patient support services, and healthcare provider engagement tools to help life sciences companies successfully commercialize new products.

Valeris provides commercialization solutions to more than 500 life sciences customers and has provided access and affordability support to millions of patients. The company is headquartered in Morrisville, North Carolina and Jeffersonville, Indiana. To learn more about Valeris, please visit www.valeris.com.

Role you will play
This role serves as the central owner of the company’s consolidated financial model, executive and Board of Directors (BOD) financial reporting, and budget/forecasting processes. The Corporate FP&A Lead will lead the company’s corporate financial planning, forecasting, and executive/BOD reporting processes. This role owns consolidated financial reporting, forecasting, and planning infrastructure, ensuring leadership, lenders, and the Board receive accurate and insightful financial information. Reporting to the Head of FP&A, this role will partner closely with business unit finance leaders, accounting, and executive leadership to drive consistency in financial reporting, improve forecasting quality, consolidate and ensure quality financial insights, ensure reporting quality/accuracy and build scalable FP&A infrastructure as the company grows. The role will also lead the implementation and ongoing ownership of the company’s future FP&A planning system.

Responsibilities

Lead the monthly financial reporting process across the company

Produce the internal Financial Review Package (FRP) summarizing company financial performance and go beyond reporting to highlight margin expansion ideas

Prepare and maintain Monthly Operating Review (MOR) materials for executive leadership

Develop and maintain Board reporting materials, ensuring clear and actionable financial insights

Translate complex financial results into clear executive-level narratives and presentations

Provide departmental financial reporting and analysis for corporate OPEX and COGS functions not covered by BU finance leads

Own headcount reporting, including tracking, forecasting, and reconciliation with operating plans

Prepare financial reporting packages for lenders and financing partners and flag any covenant noncompliance concerns

Maintain single source of truth for actual results

Forecasting & Planning

Lead the monthly forecast consolidation process across business units and corporate functions

Own development and maintenance of three-statement forecasting, including:

Profit & Loss

Balance Sheet

Cash Flow Statement

Develop and maintain Free Cash Flow (FCF) forecasting, including working capital drivers, capital expenditures, and cash conversion dynamics

Own and maintain the company’s corporate financial model, ensuring accurate forecasting of operating performance, balance sheet impacts, and Free Cash Flow generation

Partner closely with accounting to ensure alignment between operational forecasts and financial statement projections

Coordinate the annual budgeting process, including timeline management, consolidation, and executive review materials

Keep a consolidated list of risks and opportunities from BU leads or others, and proactively flag them before they occur

Ad hoc reporting/ analysis at the request of the head of FP&A or CFO

FP&A Infrastructure & Systems

Lead the evaluation, implementation, and ongoing management of the company’s FP&A planning system

Develop scalable planning and reporting frameworks that support the company’s growth

Drive consistency and standardization in reporting structures, forecasting methodologies, and financial definitions across business units

Improve the efficiency and automation of financial reporting processes

Financial Insight & Quality Control

Consistently distil complex financial reporting outputs and deliver clear, decision-useful insights along with a concise narrative outlining what occurred, the underlying reasons, and the anticipated next steps for leadership.

Establish strong quality control processes to ensure reporting accuracy, timeliness, and reliability

Partner with BU FP&A leaders to ensure consistent and high-quality financial narratives

Identify opportunities to improve forecasting accuracy and reporting efficiency

Team Leadership

This role is initially structured as an individual contributor, working closely with the Head of FP&A and business unit finance leads

Over time, this position is expected to build and lead elements of the Corporate FP&A team as the organization grows

Help establish scalable processes that support a growing FP&A organization

Required Qualifications

7+ years of experience in FP&A, corporate finance, or accounting

Strong experience leading corporate financial reporting and forecasting processes, including developing and maintaining all three financial statements

Demonstrated experience preparing Board, executive, and investor-level financial presentations

Proven experience building and maintaining three-statement financial models and Free Cash Flow forecasts

Strong understanding of working capital drivers and cash flow dynamics

Advanced Excel and financial modeling capabilities

Exceptional ability to translate financial analysis into clear executive presentations and business insights

Preferred Qualifications

CPA designation preferred

Experience implementing or managing FP&A planning tools (Anaplan, Adaptive, Planful, Pigment, etc.)

Experience with NetSuite

Experience in PE-backed or high-growth environments

Pharma services or healthcare services industry experience

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