Job Description

Our Company

Amerita

The Sr. Finance Manager is responsible for leading key areas of Amerita's FP&A function across enterprise forecasting, regional and branch-level financial support, OpEx management, capital and ROI analysis, monthly and quarterly reporting, and strategic planning support. This role serves as a senior finance business partner to Amerita leadership, Operations, Sales, HR, Accounting, IT / EDS, Margin Optimization, and field leadership, translating financial results and operating KPIs into clear commentary, forecast assumptions, risks / opportunities, and action plans. The role is expected to operate with a high degree of independence, lead recurring finance processes, improve reporting tools and cadence, coach Pharmacy Directors and Regional Directors on P&L ownership, and help develop analyst and finance support resources. Depending on team structure, assigned focus areas may include enterprise FP&A consolidation, one or more regional portfolios, OpEx / labor management, branch-level reporting, capital projects, and cross-functional financial initiatives.

We Offer:

• Medical, Dental & Vision Benefits plus, HSA & FSA Savings Accounts• Supplemental Coverage – Accident, Critical Illness and Hospital Indemnity Insurance• 401(k) Retirement Plan • Company paid Life and AD&D Insurance, Short-Term and Long-Term Disability• Employee Discounts• Tuition Reimbursement• Paid Time Off & Holidays

Responsibilities

• Leads recurring FP&A cadence across assigned enterprise and / or regional responsibilities, including monthly close analysis, forecast cycles, annual budget, strategic plan, long-range plan, MOR / QOR / Board support, and ad hoc leadership requests
• Owns or supports monthly and quarterly forecasting across Amerita, partnering with regional, branch, and functional leaders to translate volume, census, referrals, admits, conversion, retention, payer mix, therapy mix, labor, and OpEx assumptions into accurate financial forecasts
• Prepares and delivers financial reporting packages and executive commentary for Amerita leadership, including revenue, COGS, gross profit, labor, OpEx, EBITDA, KPI trends, variance drivers, risks / opportunities, and recommended actions
• Serves as a finance business partner to Regional Directors, Pharmacy Directors, Operations, Sales, HR, Accounting, IT / EDS, Margin Optimization, and parent company FP&A to ensure reporting and forecasts reflect current operating realities and known business changes
• Leads branch and regional P&L review for assigned portfolio(s), coaching leaders on P&L ownership, variance analysis, MOR preparation, financial storylining, KPI interpretation, and action planning
• Analyzes performance by branch, region, therapy, payer / channel, labor category, operating area, and key business driver to identify root causes, quantify financial impacts, and surface actionable recommendations
• Supports enterprise OpEx management, including payroll, nursing, variable labor, support costs, branch expenses, productivity, cost control opportunities, and operating leverage
• Builds and maintains financial and ROI models for branch relocations, renovations, de novos, cleanroom / capital investments, strategic initiatives, labor models, and other business cases; integrate model outputs into forecasts and track post-investment performance
• Supports revenue through gross profit and margin analysis where needed, partnering with Margin Optimization and payer / drug analytics resources to understand impacts from payer mix, therapy mix, reimbursement, drug cost trends, and operational actions
• Partners with Accounting throughout monthly close to identify variances, accrual needs, reclassifications, allocation issues, hierarchy / reporting issues, and process improvement opportunities; provide close support under short-staffed conditions when needed
• Manages and improves recurring reporting views, Oracle hierarchy and reporting structures, forecast templates, KPI dashboards, action trackers, and financial processes to drive consistency, efficiency, and accountability
• Partners with operations and other departments to identify, structure, execute, and track strategic initiatives, cost savings, margin improvement, productivity opportunities
• Supports annual budget and long-range planning by developing assumptions for volume, census, reimbursement / channel mix, therapy mix, labor productivity, wage rates, OpEx, capital, strategic initiatives, branch changes, and growth investments
• Leads, mentors, and develops analyst and / or finance support resources as assigned, including prioritization, work review, coaching, process improvement, standardization, and career development
• Provides clear, concise, and action-oriented financial recommendations to Amerita senior leadership, parent company stakeholders, and cross-functional partners
• Supervisory Responsibility: Yes

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics, or related field required; MBA, CPA, or CMA preferred
• 8-12+ years of progressive FP&A, operational finance, corporate finance, financial reporting, or related experience
• Experience leading budgeting, forecasting, OpEx management, variance analysis, management reporting, and executive-level commentary
• Experience supporting multi-site, regional, branch, field-based, or complex service operations with direct P&L partnership and accountability
• Experience building and maintaining financial models for forecasts, budgets, ROI / capital projects, labor models, operational scenarios, and strategic initiatives
• Prior people leadership experience preferred, including managing, coaching, or directing the work of analysts or finance support resources
• Healthcare, home infusion, specialty pharmacy, pharmacy, or complex healthcare services experience preferred
• Strong FP&A and operational finance acumen, including P&L management, forecasting, variance analysis, OpEx management, KPI reporting, and performance management
• Ability to connect enterprise financial targets to branch and regional operating plans, and to translate operating trends back into forecast risk / opportunity commentary
• Strong analytical and problem-solving skills, including the ability to identify root causes behind financial and operating variances
• Strong written and verbal communication skills, with the ability to tell a clear financial story and simplify complex issues for finance and non-finance leaders
• Executive presence and ability to build trusted relationships with field leadership while maintaining financial discipline, accountability, and appropriate challenge
• Advanced Excel and PowerPoint skills; experience with Oracle, Adaptive, OfficeConnect, Power BI, and financial reporting systems preferred
• Ability to manage multiple priorities, deadlines, stakeholders, and recurring reporting cycles in a fast-paced environment
• Strong leadership skills, including coaching, reviewing work product, setting priorities, developing analyst talent, and improving team processes
• Comfort working with imperfect data, operational complexity, and evolving processes while driving toward practical, actionable answers
• High degree of ownership, intellectual curiosity, and follow-through, with the ability to operate independently and escalate appropriately
• Strong system skills required, including Excel and PowerPoint; Oracle, Adaptive, OfficeConnect, Power BI, and / or similar financial planning and reporting tools preferred
• Demonstrated ability to influence operational leaders, simplify complex financial results, and present clear recommendations to senior leadership
• Percentage of Travel: 0-25%
• Driving Position: No

**To perform this role will require frequently sitting, walking, and typing on a keyboard with fingers, and occasionally standing, reaching, climbing (stairs/ladders). The physical requirements will be the ability to push/pull and lift/carry 21-30 lbs**

About our Line of Business

Amerita, an affiliate of BrightSpring Health Services, is a specialty infusion company focused on providing complex pharmaceutical products and clinical services to patients outside of the hospital. Committed to excellent service, our vision is to combine the administrative efficiencies of a large organization with the flexibility, responsiveness, and entrepreneurial spirit of a local provider. For more information, please visit www.ameritaiv.com. Follow us on Facebook, LinkedIn, and X.

Salary Range

USD $135,000.00 - $165,000.00 / Year