Advisor, Finance Systems & Process Automation
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Role details
Tech stack
Job description
The Finance Systems & Process Automation Advisor is a senior individual contributor responsible for driving finance transformation, automation, and operational excellence across financial systems and PBM processes. This role serves as a trusted advisor to Finance, Technology, and Operations, combining deep functional expertise with hands-on execution to optimize workflows, strengthen controls, and enhance scalability. The Advisor plays a critical role in the design, support, and continuous improvement of all finance processing including pharmacy payment processes and 835 transaction flows and reconciliation. Is this you? Find out more below! Responsibilities: How do I make an impact on my team?
- Serve as a trusted advisor on finance operations, PBM workflows, and financial systems, providing guidance on process design, controls, and automation strategies.
- Drive cross-functional initiatives from intake through delivery, including managing structured request intake, prioritization, and workflow tracking to ensure alignment with business goals and governance standards.
- Assist finance with oversight of the end-to-end pharmacy payment operations, including 835 file generation, validation, reconciliation, and issue resolution; ensure accuracy, compliance, and effective controls across the payment lifecycle.
- Deliver advanced support for financial systems (e.g., ERP, billing, payment platforms), serve as an escalation point for complex issues, and support system enhancements, integrations, and releases.
- Design and implement automated workflows using tools such as Alteryx to streamline data processing, reconciliation, and reporting; monitor and govern automation to ensure reliability and data integrity.
- Conduct root cause analysis (e.g., 5 Whys) and redesign processes to reduce manual effort, eliminate defects, and prevent financial leakage while improving scalability and efficiency.
- Develop and govern SOPs, work instructions, and job aids to ensure standardized, audit-ready processes; support training and knowledge transfer across the organization.
- Other duties as assigned.
Requirements
- Bachelor’s degree in Finance, Accounting, Information Systems, or a related discipline, or equivalent work experience, required.
- 10+ years of experience in finance, accounting, or similar operations within a PBM or healthcare environment required.
- Strong working knowledge of pharmacy payments and 835 remittance processes required.
- Hands-on experience with Alteryx and workflow automation required.
- Experience supporting enterprise financial systems (e.g., ERP, billing, payment platforms) required.
- Participate in, adhere to, and support compliance program objectives.
- The ability to consistently interact cooperatively and respectfully with other employees.
Benefits & conditions
3.13.1 out of 5 stars United States Remote $108,249 - $135,536 a year - Full-time, Pulled from the full job description
- Referral program
- Tuition reimbursement
- Paid parental leave
- Parental leave
- Health insurance
- 401(k) matching
- Paid time off, * Top of the industry benefits for Health, Dental, and Vision insurance
- 20 days paid time off
- 4 weeks paid parental leave
- 9 paid holidays
- 401K company match of up to 5% - No vesting requirement
- Adoption Assistance Program
- Flexible Spending Account
- Educational Assistance Plan and Professional Membership assistance
- Referral Bonus Program - up to $750!
About the company
Company: Navitus About Us: Navitus - Putting People First in Pharmacy - Navitus was founded as an alternative to traditional pharmacy benefit manager (PBM) models. We are committed to removing cost from the drug supply chain to make medications more affordable for the people who need them. At Navitus, our team members work in an environment that celebrates diversity, fosters creativity and encourages growth. We welcome new ideas and share a passion for excellent service to our customers and each other.____________________________________________________________________. Current associates must use SSO login option at https://employees-navitus.icims.com/ to be considered for internal opportunities. ___________________We are committed to providing equal employment opportunity to all applicants and employees and comply with all
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