Sr. Financial Analyst, Commercial Finance

Join iA – Transforming Pharmacy Fulfillment with Innovation and Care

Are you ready to revolutionize pharmacy with cutting-edge automation technology? At iA® (Innovation Associates®), we are at the forefront of transforming how pharmacies manage prescription fulfillment. With over 30 years of experience and innovation, iA leads the industry with advanced pharmacy automation solutions and the NEXiA® Enterprise Software Suite, enabling pharmacists to focus more on patient care while improving operational efficiency. Whether it's in commercial retail, health systems, or government pharmacy settings, we empower our partners to do more with less. We’re looking for passionate and driven individuals like YOU to help shape the future of healthcare. Join us and be part of a team that's changing the way pharmacy works—for the better.

Your Role & It's Purpose:

The Senior Financial Analyst, Revenue & Commercial Finance is the embedded finance partner to Sales, Marketing, and Commercial leadership — owning the revenue forecast, bookings and pipeline analytics, and the metrics that define iA's recurring-revenue business. This role translates deal-level and pipeline detail into the forecasts, margin insight, and board-ready commentary that inform iA's growth strategy, and works in close partnership with the Sr. Director, FP&A on the quarterly reforecast and investor reporting cycle.

How you'll contribute:

Bookings & Pipeline

• Maintain a rolling view of new bookings, renewals, and expansion vs. plan; partner with Sales Operations on pipeline hygiene, stage-conversion rates, and coverage ratios by segment and rep.
• Flag revenue risk and upside early by reconciling pipeline movement against the current-quarter and next-quarter forecast; escalate material gaps to the Sr. Director, FP&A.

Revenue Forecasting

• Build and maintain the monthly revenue forecast model, bridging bookings, implementation/go-live timing, contract escalators, and churn assumptions.
• Own the actual-vs-forecast variance narrative for revenue; identify root causes (timing, mix, pricing, volume) and present findings to Commercial and FP&A leadership.
• Support the quarterly reforecast and annual operating plan with revenue build-ups by product line, customer segment, and channel.

ARR/CARR & Recurring Revenue

• Track and report Annual Recurring Revenue (ARR) and Contracted ARR (CARR); maintain the underlying contract-level data model.
• Build cohort and logo-retention analyses to support board and investor reporting; partner with the Sr. Director, FP&A to ensure KPI definitions are consistent, defensible, and audit-ready.
• Monitor recurring-revenue waterfalls (new, expansion, contraction, churn) month over month.

Pricing Support (Consumables Program)

• Support the Consumables program's pricing strategy with financial analysis — margin impact, elasticity, and competitive positioning — as the program partners with Sales, Legal, and Procurement.
• Quantify the revenue and margin impact of proposed pricing or contract-term changes ahead of Consumables/Sales/Legal/Procurement decisions.
• Maintain visibility into consumables revenue and margin trends tied to the installed automation base.

Sales Compensation & GTM Partnership

• Serve as the embedded finance voice in weekly pipeline and forecast reviews with Sales leadership.
• Support commission calculations and payout accuracy in partnership with Sales Ops/HR/Payroll.
• Provide financial input on quota-setting, territory design, and comp plan design; model the cost and behavioral impact of proposed plan changes before rollout.
• Analyze marketing spend efficiency (CAC, payback period, funnel conversion) and partner with Marketing on ROI reporting.

Gross Margin Analysis

• Analyze gross margin by product line, customer segment, and contract type; identify cost-to-serve drivers and margin erosion.
• Partner with Operations and Product finance counterparts on cost inputs affecting deal-level and portfolio profitability.

What you'll bring to the Table:

• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CFA a plus.
• 3–5 years of experience in FP&A, commercial/sales finance, revenue accounting, or investment banking; SaaS, subscription, or recurring-revenue business experience strongly preferred.
• Advanced Excel and financial modeling skills; hands-on experience with Workday Adaptive Planning or a comparable EPM/planning tool.
• Comfort working with CRM data (Salesforce or similar) to translate pipeline detail into financial forecasts.
• Strong business partnering skills — able to translate financial concepts for Sales and Marketing stakeholders and hold a credible point of view in cross-functional discussions.
• Demonstrated ability to operate with speed and precision, metrics-driven environment; comfort with ambiguity and evolving reporting requirements.

Even Better If You Bring:

• Excellent written and verbal communication skills; experience preparing content for senior leadership or board-level audiences.

Applicants must be authorized to work for ANY employer in the U.S. Employer will not sponsor applicants for work visas.

Compensation:

The estimated base annual salary range for this position is $97,381 to $ 131,751, though a candidate’s base annual salary shall be determined on a range of factors, including, but not limited to, qualifications and experience. This position may additionally be eligible for an annual discretionary bonus.

Environmental Conditions:

iA adheres to a thorough Job Safety Assessment (JSA) to maintain OSHA compliance in finance and accounting roles. The work environment emphasizes ergonomics, proper lighting, and safe workspaces to mitigate risks. Regular reviews of safety protocols are conducted to ensure a safe and compliant workspace.

Safety Protocols:

Safety protocols include ensuring workstations are ergonomically designed, implementing stress management programs and providing mental health support, maintaining clear communication channels for reporting issues, and providing regular training on financial tools and safety protocols.

Who We Are:

iA is not just a technology company – we're a pharmacy fulfillment partner that provides software-enabled solutions and modular hardware to improve operational efficiency, reduce costs, and enhance the patient-pharmacist relationship. Our products and solutions streamline the prescription process from start to finish, allowing pharmacists to focus on what matters most: their patients.

At iA, we don’t just follow industry trends – we lead them. Our integrated platform supports a wide range of pharmacy settings from centralized to community fulfillment, and our vision is to make pharmacy better for everyone involved.

What Drives Us:

• Customer Centric – Be bold with calculated decisions to drive value for our partners.
• Champion Diversity – Seek diversity within our team, our partners, and our community to strengthen who we are and what we will accomplish, together.
• Empower Ownership – Take ownership at every level and within every action to achieve excellence.
• Solutions Driven – Understand the problem and anticipate challenges, with a resolve to provide innovative solutions for our partners.
• Trust Daringly – Operate with trust of our team, our partners, and our strategy from day one.

Benefits that Matter:

• Work-Life Balance – Generous time-off, paid volunteer days, and wellness programs to support your well-being.
• Comprehensive Benefits – Medical, dental, vision insurance, 401(k) with match, up to 12 weeks of 100% paid parental leave, pet insurance, and more.
• Career Growth – Invest in your future through iA University, tuition reimbursement for eligible degree programs and certifications, professional development funding, and ongoing opportunities to learn and grow.
• Culture of Ownership – At iA, we empower our employees to take charge and drive change.
• Impactful Work – Be part of a team that is transforming the pharmacy industry and improving patient care every day.
• Collaborative Environment – Work alongside passionate, like-minded individuals in a company that values teamwork and creativity.

Not the right fit? Explore other opportunities at https://iarx.com/careers

Want to learn more about iA's innovative products, talented people, and culture? Visit us at iARx.com or connect with us on LinkedIn, Facebook, or YouTube. We’d love to share our story with you!

iA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

iA is committed to providing reasonable accommodation for individuals with disabilities throughout the job application process. If you require assistance or accommodation due to a disability, please reach out to us at iatalent@iarx.com .

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