Location: Remote (For Non-Local) or Hybrid (Local to NYC area)

Position Responsibilities:

• Lead and manage the pricing and underwriting processes for State and Public Sector opportunities as well as strategic commercial employer group cases.

• Coordinate with Sales, RFP response, and other business functions to submit timely and complete RFP responses

• Collaborate with Executive Team and other business functions to design, refine, and maintain internal underwriting, financial modeling, and financial reporting SOPs

• Support client contracting, including validation that contract terms align with proposal underwriting parameters

• Present final underwriting to Sales and Executive Team and be able to articulate any potential risk

• Collaborate with Sales and speak to final underwriting with brokers and clients as necessary

• Support continued development and maintenance of underwriting and financial reporting system infrastructure

• Mine external data to determine best underwriting practices for each business opportunity

• Manage multiple projects and deadlines as needed

• Work collaboratively across the organization to communicate and support ongoing financial analytics and reporting needs

• Support analysis and development of pricing models for new products

• Support general business needs, as required

• Responsible for adherence to the Capital Rx Code of Conduct including reporting of noncompliance

Minimum Qualifications:

• Bachelor’s degree, with record of strong academic performance in Accounting, Finance, Actuarial Science, Statistics, or Economics

• 4+ years of proven experience in financial analysis, actuarial services, accounting, pricing & underwriting

• 4+ years of Pharmacy, PBM, or Health Plan underwriting experience required

• Knowledge of risk management, statistics, financial modeling

• Data mining experience working with large structured and unstructured data sets

• Proficient in Excel and data visualization tools

• Experience in either SQL, SAS, or R is preferred

• Track record of leading cross-functional initiatives, driving high performance, meeting deadlines, and executing on deliverables

• Ability to balance multiple complex projects simultaneously

• Exceptional technical, analytical, and problem-solving skills

• Exceptional written and verbal communication skills

• Extremely flexible, highly organized, and able to shift priorities easily

• Attention to detail & commitment to delivering high-quality work product