Overview:
Valeris is a fully integrated life sciences commercialization partner that provides comprehensive solutions that span the entire healthcare value chain. Formed by the merger of PharmaCord and Mercalis, Valeris™ revolutionizes the path from life sciences innovation to real-life impact to build a world in which 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 exceptionally talented team members, 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.
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:
Corporate Reporting & Executive Materials
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Lead the monthly financial reporting process across the company
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Produce the internal Financial Review Package (FRP) summarizing company financial performance and go beyond reporting to highlight margin expansion ideas
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Prepare and maintain Monthly Operating Review (MOR) materials for executive leadership
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Develop and maintain Board reporting materials, ensuring clear and actionable financial insights
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Translate complex financial results into clear executive-level narratives and presentations
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Provide departmental financial reporting and analysis for corporate OPEX and COGS functions not covered by BU finance leads
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Own headcount reporting, including tracking, forecasting, and reconciliation with operating plans
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Prepare financial reporting packages for lenders and financing partners and flag any covenant noncompliance concerns
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Maintain single source of truth for actual results
Forecasting & Planning
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Lead the monthly forecast consolidation process across business units and corporate functions
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Own development and maintenance of three-statement forecasting, including:
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Profit & Loss
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Balance Sheet
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Cash Flow Statement
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Develop and maintain Free Cash Flow (FCF) forecasting, including working capital drivers, capital expenditures, and cash conversion dynamics
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Own and maintain the company’s corporate financial model, ensuring accurate forecasting of operating performance, balance sheet impacts, and Free Cash Flow generation
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Partner closely with accounting to ensure alignment between operational forecasts and financial statement projections
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Coordinate the annual budgeting process, including timeline management, consolidation, and executive review materials
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Keep a consolidated list of risks and opportunities from BU leads or others, and proactively flag them before they occur
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Ad hoc reporting/ analysis at the request of the head of FP&A or CFO
FP&A Infrastructure & Systems
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Lead the evaluation, implementation, and ongoing management of the company’s FP&A planning system
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Develop scalable planning and reporting frameworks that support the company’s growth
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Drive consistency and standardization in reporting structures, forecasting methodologies, and financial definitions across business units
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Improve the efficiency and automation of financial reporting processes
Financial Insight & Quality Control
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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.
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Establish strong quality control processes to ensure reporting accuracy, timeliness, and reliability
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Partner with BU FP&A leaders to ensure consistent and high-quality financial narratives
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Identify opportunities to improve forecasting accuracy and reporting efficiency
Team Leadership
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This role is initially structured as an individual contributor, working closely with the Head of FP&A and business unit finance leads
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Over time, this position is expected to build and lead elements of the Corporate FP&A team as the organization grows
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Help establish scalable processes that support a growing FP&A organization
Qualifications:
Required
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7+ years of experience in FP&A, corporate finance, or accounting
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Strong experience leading corporate financial reporting and forecasting processes, including developing and maintaining all three financial statements
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Demonstrated experience preparing Board, executive, and investor-level financial presentations
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Proven experience building and maintaining three-statement financial models and Free Cash Flow forecasts
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Strong understanding of working capital drivers and cash flow dynamics
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Advanced Excel and financial modeling capabilities
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Exceptional ability to translate financial analysis into clear executive presentations and business insights
Preferred
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CPA designation preferred
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Experience implementing or managing FP&A planning tools (Anaplan, Adaptive, Planful, Pigment, etc.)
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Experience with NetSuite
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Experience in PE-backed or high-growth environments
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Pharma services or healthcare services industry experience
