Talent.com
Manager, Value Creation & Investments (Private Equity)
Manager, Value Creation & Investments (Private Equity)AssistRx • US
Manager, Value Creation & Investments (Private Equity)

Manager, Value Creation & Investments (Private Equity)

AssistRx • US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
  • serp_jobs.filters.remote
  • serp_jobs.filters_job_card.quick_apply
job_description.job_card.job_description

About AssistRx

AssistRx is a market leader in specialty medication access technology and services. Through a combination of advanced software, data intelligence, and end-to-end patient support solutions, we accelerate therapy initiation and improve patient outcomes for pharmaceutical and biotech partners.

As a high-growth, tech-enabled healthcare company, we operate with the rigor of a top-tier investment firm and the agility of a fast-scaling operator—where data, insights, and disciplined capital deployment drive meaningful impact.

About the Role

The Senior Manager, Strategic Finance & Investments is a high-impact, analytical powerhouse role for someone who thrives at the intersection of strategic finance, investment analysis, and value creation .

You will act as a trusted strategic partner to senior executives , owning the models, insights, and investment frameworks that shape the company’s long-term strategy, pricing, operational performance, and allocation of capital.

This is an individual contributor role with outsized influence —ideal for top performers from investment banking, private equity, management consulting, or corporate development who want meaningful ownership, exposure to senior leadership, and the ability to directly influence decision-making.

What You’ll Lead

Strategic Modeling & Investment Analysis

  • Build and maintain dynamic, multi-scenario financial models to evaluate new initiatives, pricing strategies, product expansion opportunities, and value creation initiatives.
  • Lead ROI analysis and capital allocation recommendations for strategic investments, new offerings, and operational improvements.
  • Partner with executives to quantify strategic options and define the financial implications of key decisions.

Performance Analytics & Value Creation

  • Develop and maintain KPI frameworks, dashboards, and portfolio-like performance reporting across service lines.
  • Identify operational levers that drive margin expansion, throughput gains, and long-term EBITDA growth.
  • Provide recurring performance insights to leadership and partner teams to drive accountability and execution.
  • Executive & Board-Level Communication

  • Craft high-quality materials for board meetings, investor discussions, and executive leadership sessions.
  • Distill complex analysis into clear, strategic recommendations to influence senior decision-makers.
  • Support CEO, CFO, and SVP-level requests with rapid analyses and strategic insights.
  • Cross-Functional Partnership

  • Collaborate with Operations, Product, Sales, Data, and Commercial teams to ensure alignment between financial goals and execution plans.
  • Serve as a strategic finance thought partner to business leaders in evaluating performance and scaling opportunities.
  • Mentor junior team members, raising the bar on analysis, modeling, and strategic rigor.
  • Requirements

    Who You Are

  • Investment-Minded Strategist
  • You bring 4–6+ years of experience in :
  • Investment banking (preferred)
  • Private equity
  • Management consulting
  • Strategic finance at a high-growth, tech-enabled company
  • You think in terms of value creation , return on invested capital, and strategic risk-adjusted decision-making.
  • Analytical Athlete
  • You are fluent in valuation, scenario modeling, and financial architecture.
  • Excel is your primary toolkit for structuring ambiguity and building decision frameworks.
  • You can pressure-test assumptions and build models that withstand executive scrutiny.
  • Executive-Ready Communicator
  • You synthesize complex data into clear narratives and strategic insights.
  • You influence decisions with confidence and credibility.
  • You can operate at high speed without sacrificing accuracy.
  • Builder With an Operator’s Mindset
  • You work with urgency, precision, and ownership.
  • You thrive in environments that scale quickly and expect high performance.
  • You enjoy turning ambiguous problems into structured solutions.
  • Required

  • Bachelor’s degree in Finance, Economics, Accounting, or related field (MBA / CPA a plus).
  • 4+ years of post-graduate experience in IB, PE, consulting, corporate development, or strategic finance.
  • Deep experience building complex models (3-statement, scenario, valuation, KPI-driven).
  • Advanced Excel and PowerPoint skills.
  • Experience producing materials for C-suite or board audiences.
  • Strong understanding of P&L management, unit economics, ROI frameworks, and capital allocation.
  • Proven ability to influence senior leadership in high-stakes environments.
  • Preferred

  • Experience in healthcare, life sciences, or tech-enabled services.
  • Experience with systems such as NetSuite, Adaptive Insights, or Power BI.
  • Exposure to portfolio operations, commercial strategy, or transformation initiatives.
  • Track record of driving performance improvement in high-growth environments.
  • Travel

  • Occasional travel to Orlando, FL (position is remote-friendly).
  • Why This Role Is Exceptional

  • Strategic visibility — direct partnership with CEO, CFO, COO, and senior executives.
  • PE-caliber work — investment modeling, performance analytics, value creation, and financial strategy.
  • Operator impact — unlike IB / PE roles, you see your analysis turn into real execution.
  • High-growth environment — meaningful influence in a scaling, industry-leading organization.
  • Benefits

  • Meaningful work that improves access to critical therapies and enhances patient outcomes.
  • Collaborative culture where finance is a true strategic partner, not a back-office function.
  • Exposure to executive leadership and high-impact decision-making.
  • Competitive compensation, performance bonuses, and comprehensive benefits.
  • Supportive, progressive, fast-paced environment
  • Competitive pay structure
  • Matching 401(k) with immediate vesting
  • Medical, dental, vision, life, & short-term disability insurance
  • AssistRx, Inc. is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, religion, color, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, or other non-merit based factors, or any other protected categories protected by federal, state, or local laws.

    All offers of employment with AssistRx are conditional on the successful completion of a pre-employment background check.

    In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. Sponsorship and / or work authorization are not available for this position.

    AssistRx does not accept unsolicited resumes from search firms or any other vendor services. Any unsolicited resumes will be considered the property of AssistRx, and no fee will be paid in the event of a hire

    serp_jobs.job_alerts.create_a_job

    Private Equity Value • US

    Job_description.internal_linking.related_jobs
    Director - Finance Transformation (IPO Readiness)

    Director - Finance Transformation (IPO Readiness)

    Jobot • US
    serp_jobs.job_card.full_time
    Come and join a leader in the Glass & Custom Metal Manufacturing seeking an experienced Drafter / Designer to join our team!. This Jobot Job is hosted by : Matt Desiderio.Are you a fit? Easy Apply now ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Accounting Manager (Real Estate)

    Accounting Manager (Real Estate)

    Jobot • US
    serp_jobs.job_card.full_time
    Growing Real Estate Investor / / Great team + Benefits.This Jobot Job is hosted by : Henry Chung.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary : $1...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    FP&A Manager - Manufacturing

    FP&A Manager - Manufacturing

    Jobot • US
    serp_jobs.job_card.full_time
    International Tax Manager (Hybrid) / $$$ / only 1400 billable hours / Growth Path / Multiple office locations.This Jobot Job is hosted by : Joseph Sipocz. Are you a fit? Easy Apply now by clicking th...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Tax Manager / Director

    Senior Tax Manager / Director

    Jobot • US
    serp_jobs.job_card.permanent
    Senior Tax Manager / Director - Outstanding tenure at this boutique firm, Great comp, profit sharing, 401K, generous weeks PTO and full benefits. This Jobot Job is hosted by : Jeffrey Skarvan.Are you a...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Fraud Manager

    Fraud Manager

    Jobot • US
    serp_jobs.job_card.full_time
    This Jobot Job is hosted by : Melanie Courtney.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary : $95,000 - $115,000 per year.Our client is a pioneer...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Audit Manager

    Audit Manager

    Jobot • US
    serp_jobs.job_card.full_time
    Top Pay, Competitive BONUS, Full Benefits, 401K, Profit Sharing, Unlimited Career Growth, Incredible Team & Culture!.This Jobot Job is hosted by : Doug Goldman. Are you a fit? Easy Apply now by click...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    VP of Finance and Accounting (Real Estate)

    VP of Finance and Accounting (Real Estate)

    Jobot • US
    serp_jobs.job_card.permanent
    Senior JIB Accountant for Large E&P Oil and Gas Investment Group! Hybrid Remote.This Jobot Job is hosted by : Jade Greenlee. Are you a fit? Easy Apply now by clicking the "Apply" button and sendi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    International Tax Manager (Hybrid)

    International Tax Manager (Hybrid)

    Jobot • US
    serp_jobs.job_card.full_time
    International Tax Manager (Hybrid) / $$$ / only 1400 billable hours / Growth Path / Multiple office locations.This Jobot Job is hosted by : Joseph Sipocz. Are you a fit? Easy Apply now by clicking th...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Audit Manager ( Hybrid)

    Senior Audit Manager ( Hybrid)

    Jobot • US
    serp_jobs.job_card.full_time
    Senior Audit Manager ( Hybrid ).This Jobot Job is hosted by : Jerry Sipocz.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary : $140,000 - $200,000 per...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Compliance Audit Manager

    Compliance Audit Manager

    Jobot • US
    serp_jobs.job_card.full_time
    Compliance Audit Manager - Hybrid.This Jobot Job is hosted by : Melanie Courtney.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary : $100,000 - $120,0...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Tax Manager

    Tax Manager

    Jobot • US
    serp_jobs.job_card.full_time
    Highly Reputable Plaintiff Law Firm in LA seeks a Paralegal and Attorney in Employment Law!.This Jobot Job is hosted by : Ron Calhoun. Are you a fit? Easy Apply now by clicking the "Apply" button ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Treasury Manager

    Treasury Manager

    Jobot • US
    serp_jobs.job_card.full_time
    This Jobot Job is hosted by : Merwan Zattam.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary : $135,000 - $175,000 per year.We are the prime manufact...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Remote Tax Senior (International Tax) - Top 100 firm

    Remote Tax Senior (International Tax) - Top 100 firm

    Jobot • US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Remote Tax Senior (International Tax) - 100% Remote - Multiple locations / $$$ / Top 100 firm + Great benefits.This Jobot Job is hosted by : Joseph Sipocz. Are you a fit? Easy Apply now by clicking t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Fund Accountant – Tax Allocations (Investment Partnerships)

    Fund Accountant – Tax Allocations (Investment Partnerships)

    Jobot • US
    serp_jobs.job_card.full_time
    Litigation Partner opportunity at top Boston-based firm representing start-ups / emerging companies to Fortune 500s incredible reputation and strong financials and client loyalty!.This Jobot Job i...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Tax Senior - Manager

    Tax Senior - Manager

    Jobot • US
    serp_jobs.job_card.full_time
    Seeking a Tax Senior for growing CPA firm!.This Jobot Job is hosted by : Emily Bohanon.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary : $85,000 - $...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    International Tax Manager

    International Tax Manager

    Jobot • US
    serp_jobs.job_card.full_time
    International Tax Manager role - Top 100 CPA firm, Los Angeles / hybrid.This Jobot Job is hosted by : Jeffrey Skarvan.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Tech / VC / Private Equity - Partner (REMOTE possible)

    Tech / VC / Private Equity - Partner (REMOTE possible)

    Jobot • US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Partner with a book of business to join the team and help create and expand the practice!.This Jobot Job is hosted by : Monica Feltz. Are you a fit? Easy Apply now by clicking the "Apply" button ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    FP&A Manager

    FP&A Manager

    Jobot • US
    serp_jobs.job_card.permanent
    A great company to work for to make an impact in your local community.This Jobot Job is hosted by : Kirk Morgan.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your r...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted