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Senior Financial Analyst, Transformation and Value Realization
McKesson Richmond, Virginia
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. We're seeking a Senior Financial Analyst to help shape and measure the financial impact of McKesson's AIM28 transformation program and other strategic initiatives. This highly visible role will lead value-realization methodology, investment business case governance, executive reporting, and financial performance transparency across a portfolio of strategic transformation initiatives. The ideal candidate brings deep experience in transformation finance, business case development, value realization, and executive stakeholder management. This individual will partner across Finance, Technology, and Business teams to ensure transformation investments deliver measurable outcomes while advancing AI-enabled finance capabilities and executive decision support. The Senior Financial Analyst Transformation & Value Realization for U.S. Pharmaceutical Distribution (USPD) will report directly to the Sr. Director, Finance (AIM28) and serve as the lead finance individual contributor responsible for AIM28 and other strategic initiatives value-realization methodology, investment business case discipline, and executive-ready financial performance transparency. This role will establish and govern the financial logic that connects program benefit realization to actual P&L impact by product, segment, and customer, ensuring transformation value is measurable, defensible, and integrated with the financial outcomes Business Finance teams own. This is a high-impact transformation finance role operating at the intersection of enterprise strategy, analytics, technology enablement, and financial governance. The position will act as a recognized Finance expert and trusted advisor to McKesson Technology, Big Bet business leads, Business Finance, and the AIM28 Modernization Office, shaping how value is defined, measured, reported, challenged, and sustained across the transformation lifecycle. The role requires both strategic advisory capability and hands-on execution. The successful candidate will lead complex, cross-functional finance workstreams without formal people-management responsibility, influence senior stakeholders through rigorous financial analysis, and champion AI-enabled finance workflows using tools such as Microsoft Copilot, Claude, Power BI, Power Automate, and other approved enterprise technologies. This is a lean team; the role is expected to lead through expertise, judgment, and influence while personally advancing critical work. What You'll Do Value-realization methodology & P&L governance Establish and govern AIM28 Finance value-realization methodology, including benefit definitions, measurement rules, financial validation standards, and decision-ready reporting logic. Lead financial benefit tracing from AIM28 Big Bet-level value claims to actual P&L impact by product, segment, and customer where applicable, ensuring alignment with the books owned by Business Finance teams. Serve as the Finance escalation point for complex discrepancies between reported AIM28 value and business-unit financial results, recommending resolution paths and governance improvements. Strategic business case leadership Lead development, refinement, and governance of investment business cases for new and in-flight AIM28 initiatives, partnering with McKesson Technology, Big Bet business leads, Business Finance, and the AIM28 Modernization Office. Independently pressure-test assumptions behind proposed investments, including cost, timing, benefit sizing, operational readiness, risk, and confidence of realization before recommendations reach Finance leadership. Translate complex technology and business proposals into financial narratives, investment recommendations, and executive decision materials that enable disciplined prioritization and funding decisions. Transformation analytics, reporting strategy & BIE partnership Define AIM28 financial reporting strategy and requirements in partnership with the AIM28 BIE resource, translating value methodology, metric definitions, and governance rules into scalable dashboards and automated reporting. Act as the senior finance bridge between Big Bet business teams, Technology, analytics partners, and Finance leadership, ensuring reporting solutions reflect the right financial logic, controls, and decision needs. Establish quality-control routines for validating dashboard output, benefit reporting, and executive materials before senior leadership review. AI-enabled finance transformation & workflow innovation Champion practical adoption of enterprise AI assistants and automation tools to improve Finance productivity, business case development, insight generation, reconciliation support, and executive narrative drafting. Identify, pilot, and scale AI-enabled workflows for recurring finance activities, including data pulls, reconciliations, variance explanations, initiative tracking, and first-draft leadership materials. Partner with Technology and analytics stakeholders to explore AI agents, automation patterns, and governed workflow solutions purpose-built for transformation finance use cases. Program governance, senior stakeholder influence & execution leadership Serve as the lead Finance IC and day-to-day strategic partner to the Sr. Director, Finance (AIM28), driving cross-functional workstreams, decision readiness, action tracking, and executive review preparation. Lead Finance support for the MBR cadence, four-gate sign-off process, investment prioritization discussions, and executive presentations with rigorous, well-sourced financial analysis. Proactively identify financial, operational, data-quality, and governance risks; recommend mitigation actions; and influence stakeholders to resolve issues before they affect leadership decisions or value commitments. What You Bring Recognized finance transformation expertise. You have deep experience translating enterprise transformation goals into financial methodology, measurable outcomes, governance routines, and executive-ready insights. Senior stakeholder influence. You can influence Finance, Technology, business, and transformation leaders through structured analysis, clear recommendations, and credible challenge. Advanced business case leadership. You have led business case development for complex investments, challenged assumptions, quantified financial impact, and supported funding or prioritization decisions. Practical AI and automation leadership. You use AI assistants and automation tools to improve finance workflows and can identify where governed AI-enabled processes can create measurable productivity or insight gains. Comfort partnering with a technical counterpart. You don't need to code yourself, but you can specify the "what" and the "why" clearly enough for a BIE or data engineer to build the "how." Executive presence and strategic communication. You can frame complex financial issues, defend assumptions, and present clear recommendations to senior Finance and business leadership. Lead-level ownership without direct reports. You lead by expertise and influence, driving complex work across teams while personally advancing critical analysis and deliverables. Technical Skills Advanced Excel: financial modeling, sensitivity analysis, and scenario planning. Executive tooling: advanced PowerPoint for business-case and executive storytelling. BI literacy: working knowledge of Power BI or a similar dashboarding tool, enough to read, question, and validate what a BIE builds, even if you're not building it yourself. AI assistants / LLM-based tools: hands-on, practical experience with enterprise AI assistants (e.g., Microsoft Copilot, Claude) for prompt-based analysis, drafting, and workflow automation. Workflow automation: familiarity with low-code tools (e.g., Power Automate) or comparable, and curiosity for AI agent-building. P&L fluency: understanding of P&L structure and how benefit or value metrics tie back to product, segment, and customer-level financials. Systems exposure: familiarity with ERP/financial systems (e.g., SAP) sufficient to trace data lineage back to source. Minimum Requirement Degree or equivalent and typically requires 7+ years of relevant experience. Education Bachelor's degree in Finance, Accounting, Business, Economics, or a related quantitative field, or equivalent experience. MBA or advanced degree preferred. Critical Skills 7+ years of relevant finance, transformation, analytics, value-realization, FP&A, business case development, or investment governance experience. Fewer years may be considered with a directly relevant Master's qualification and demonstrated lead-level experience. Experience should include ownership of complex . click apply for full job details
09/06/2026
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. We're seeking a Senior Financial Analyst to help shape and measure the financial impact of McKesson's AIM28 transformation program and other strategic initiatives. This highly visible role will lead value-realization methodology, investment business case governance, executive reporting, and financial performance transparency across a portfolio of strategic transformation initiatives. The ideal candidate brings deep experience in transformation finance, business case development, value realization, and executive stakeholder management. This individual will partner across Finance, Technology, and Business teams to ensure transformation investments deliver measurable outcomes while advancing AI-enabled finance capabilities and executive decision support. The Senior Financial Analyst Transformation & Value Realization for U.S. Pharmaceutical Distribution (USPD) will report directly to the Sr. Director, Finance (AIM28) and serve as the lead finance individual contributor responsible for AIM28 and other strategic initiatives value-realization methodology, investment business case discipline, and executive-ready financial performance transparency. This role will establish and govern the financial logic that connects program benefit realization to actual P&L impact by product, segment, and customer, ensuring transformation value is measurable, defensible, and integrated with the financial outcomes Business Finance teams own. This is a high-impact transformation finance role operating at the intersection of enterprise strategy, analytics, technology enablement, and financial governance. The position will act as a recognized Finance expert and trusted advisor to McKesson Technology, Big Bet business leads, Business Finance, and the AIM28 Modernization Office, shaping how value is defined, measured, reported, challenged, and sustained across the transformation lifecycle. The role requires both strategic advisory capability and hands-on execution. The successful candidate will lead complex, cross-functional finance workstreams without formal people-management responsibility, influence senior stakeholders through rigorous financial analysis, and champion AI-enabled finance workflows using tools such as Microsoft Copilot, Claude, Power BI, Power Automate, and other approved enterprise technologies. This is a lean team; the role is expected to lead through expertise, judgment, and influence while personally advancing critical work. What You'll Do Value-realization methodology & P&L governance Establish and govern AIM28 Finance value-realization methodology, including benefit definitions, measurement rules, financial validation standards, and decision-ready reporting logic. Lead financial benefit tracing from AIM28 Big Bet-level value claims to actual P&L impact by product, segment, and customer where applicable, ensuring alignment with the books owned by Business Finance teams. Serve as the Finance escalation point for complex discrepancies between reported AIM28 value and business-unit financial results, recommending resolution paths and governance improvements. Strategic business case leadership Lead development, refinement, and governance of investment business cases for new and in-flight AIM28 initiatives, partnering with McKesson Technology, Big Bet business leads, Business Finance, and the AIM28 Modernization Office. Independently pressure-test assumptions behind proposed investments, including cost, timing, benefit sizing, operational readiness, risk, and confidence of realization before recommendations reach Finance leadership. Translate complex technology and business proposals into financial narratives, investment recommendations, and executive decision materials that enable disciplined prioritization and funding decisions. Transformation analytics, reporting strategy & BIE partnership Define AIM28 financial reporting strategy and requirements in partnership with the AIM28 BIE resource, translating value methodology, metric definitions, and governance rules into scalable dashboards and automated reporting. Act as the senior finance bridge between Big Bet business teams, Technology, analytics partners, and Finance leadership, ensuring reporting solutions reflect the right financial logic, controls, and decision needs. Establish quality-control routines for validating dashboard output, benefit reporting, and executive materials before senior leadership review. AI-enabled finance transformation & workflow innovation Champion practical adoption of enterprise AI assistants and automation tools to improve Finance productivity, business case development, insight generation, reconciliation support, and executive narrative drafting. Identify, pilot, and scale AI-enabled workflows for recurring finance activities, including data pulls, reconciliations, variance explanations, initiative tracking, and first-draft leadership materials. Partner with Technology and analytics stakeholders to explore AI agents, automation patterns, and governed workflow solutions purpose-built for transformation finance use cases. Program governance, senior stakeholder influence & execution leadership Serve as the lead Finance IC and day-to-day strategic partner to the Sr. Director, Finance (AIM28), driving cross-functional workstreams, decision readiness, action tracking, and executive review preparation. Lead Finance support for the MBR cadence, four-gate sign-off process, investment prioritization discussions, and executive presentations with rigorous, well-sourced financial analysis. Proactively identify financial, operational, data-quality, and governance risks; recommend mitigation actions; and influence stakeholders to resolve issues before they affect leadership decisions or value commitments. What You Bring Recognized finance transformation expertise. You have deep experience translating enterprise transformation goals into financial methodology, measurable outcomes, governance routines, and executive-ready insights. Senior stakeholder influence. You can influence Finance, Technology, business, and transformation leaders through structured analysis, clear recommendations, and credible challenge. Advanced business case leadership. You have led business case development for complex investments, challenged assumptions, quantified financial impact, and supported funding or prioritization decisions. Practical AI and automation leadership. You use AI assistants and automation tools to improve finance workflows and can identify where governed AI-enabled processes can create measurable productivity or insight gains. Comfort partnering with a technical counterpart. You don't need to code yourself, but you can specify the "what" and the "why" clearly enough for a BIE or data engineer to build the "how." Executive presence and strategic communication. You can frame complex financial issues, defend assumptions, and present clear recommendations to senior Finance and business leadership. Lead-level ownership without direct reports. You lead by expertise and influence, driving complex work across teams while personally advancing critical analysis and deliverables. Technical Skills Advanced Excel: financial modeling, sensitivity analysis, and scenario planning. Executive tooling: advanced PowerPoint for business-case and executive storytelling. BI literacy: working knowledge of Power BI or a similar dashboarding tool, enough to read, question, and validate what a BIE builds, even if you're not building it yourself. AI assistants / LLM-based tools: hands-on, practical experience with enterprise AI assistants (e.g., Microsoft Copilot, Claude) for prompt-based analysis, drafting, and workflow automation. Workflow automation: familiarity with low-code tools (e.g., Power Automate) or comparable, and curiosity for AI agent-building. P&L fluency: understanding of P&L structure and how benefit or value metrics tie back to product, segment, and customer-level financials. Systems exposure: familiarity with ERP/financial systems (e.g., SAP) sufficient to trace data lineage back to source. Minimum Requirement Degree or equivalent and typically requires 7+ years of relevant experience. Education Bachelor's degree in Finance, Accounting, Business, Economics, or a related quantitative field, or equivalent experience. MBA or advanced degree preferred. Critical Skills 7+ years of relevant finance, transformation, analytics, value-realization, FP&A, business case development, or investment governance experience. Fewer years may be considered with a directly relevant Master's qualification and demonstrated lead-level experience. Experience should include ownership of complex . click apply for full job details
Senior Financial Analyst, Transformation and Value Realization
McKesson Spring, Texas
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. We're seeking a Senior Financial Analyst to help shape and measure the financial impact of McKesson's AIM28 transformation program and other strategic initiatives. This highly visible role will lead value-realization methodology, investment business case governance, executive reporting, and financial performance transparency across a portfolio of strategic transformation initiatives. The ideal candidate brings deep experience in transformation finance, business case development, value realization, and executive stakeholder management. This individual will partner across Finance, Technology, and Business teams to ensure transformation investments deliver measurable outcomes while advancing AI-enabled finance capabilities and executive decision support. The Senior Financial Analyst Transformation & Value Realization for U.S. Pharmaceutical Distribution (USPD) will report directly to the Sr. Director, Finance (AIM28) and serve as the lead finance individual contributor responsible for AIM28 and other strategic initiatives value-realization methodology, investment business case discipline, and executive-ready financial performance transparency. This role will establish and govern the financial logic that connects program benefit realization to actual P&L impact by product, segment, and customer, ensuring transformation value is measurable, defensible, and integrated with the financial outcomes Business Finance teams own. This is a high-impact transformation finance role operating at the intersection of enterprise strategy, analytics, technology enablement, and financial governance. The position will act as a recognized Finance expert and trusted advisor to McKesson Technology, Big Bet business leads, Business Finance, and the AIM28 Modernization Office, shaping how value is defined, measured, reported, challenged, and sustained across the transformation lifecycle. The role requires both strategic advisory capability and hands-on execution. The successful candidate will lead complex, cross-functional finance workstreams without formal people-management responsibility, influence senior stakeholders through rigorous financial analysis, and champion AI-enabled finance workflows using tools such as Microsoft Copilot, Claude, Power BI, Power Automate, and other approved enterprise technologies. This is a lean team; the role is expected to lead through expertise, judgment, and influence while personally advancing critical work. What You'll Do Value-realization methodology & P&L governance Establish and govern AIM28 Finance value-realization methodology, including benefit definitions, measurement rules, financial validation standards, and decision-ready reporting logic. Lead financial benefit tracing from AIM28 Big Bet-level value claims to actual P&L impact by product, segment, and customer where applicable, ensuring alignment with the books owned by Business Finance teams. Serve as the Finance escalation point for complex discrepancies between reported AIM28 value and business-unit financial results, recommending resolution paths and governance improvements. Strategic business case leadership Lead development, refinement, and governance of investment business cases for new and in-flight AIM28 initiatives, partnering with McKesson Technology, Big Bet business leads, Business Finance, and the AIM28 Modernization Office. Independently pressure-test assumptions behind proposed investments, including cost, timing, benefit sizing, operational readiness, risk, and confidence of realization before recommendations reach Finance leadership. Translate complex technology and business proposals into financial narratives, investment recommendations, and executive decision materials that enable disciplined prioritization and funding decisions. Transformation analytics, reporting strategy & BIE partnership Define AIM28 financial reporting strategy and requirements in partnership with the AIM28 BIE resource, translating value methodology, metric definitions, and governance rules into scalable dashboards and automated reporting. Act as the senior finance bridge between Big Bet business teams, Technology, analytics partners, and Finance leadership, ensuring reporting solutions reflect the right financial logic, controls, and decision needs. Establish quality-control routines for validating dashboard output, benefit reporting, and executive materials before senior leadership review. AI-enabled finance transformation & workflow innovation Champion practical adoption of enterprise AI assistants and automation tools to improve Finance productivity, business case development, insight generation, reconciliation support, and executive narrative drafting. Identify, pilot, and scale AI-enabled workflows for recurring finance activities, including data pulls, reconciliations, variance explanations, initiative tracking, and first-draft leadership materials. Partner with Technology and analytics stakeholders to explore AI agents, automation patterns, and governed workflow solutions purpose-built for transformation finance use cases. Program governance, senior stakeholder influence & execution leadership Serve as the lead Finance IC and day-to-day strategic partner to the Sr. Director, Finance (AIM28), driving cross-functional workstreams, decision readiness, action tracking, and executive review preparation. Lead Finance support for the MBR cadence, four-gate sign-off process, investment prioritization discussions, and executive presentations with rigorous, well-sourced financial analysis. Proactively identify financial, operational, data-quality, and governance risks; recommend mitigation actions; and influence stakeholders to resolve issues before they affect leadership decisions or value commitments. What You Bring Recognized finance transformation expertise. You have deep experience translating enterprise transformation goals into financial methodology, measurable outcomes, governance routines, and executive-ready insights. Senior stakeholder influence. You can influence Finance, Technology, business, and transformation leaders through structured analysis, clear recommendations, and credible challenge. Advanced business case leadership. You have led business case development for complex investments, challenged assumptions, quantified financial impact, and supported funding or prioritization decisions. Practical AI and automation leadership. You use AI assistants and automation tools to improve finance workflows and can identify where governed AI-enabled processes can create measurable productivity or insight gains. Comfort partnering with a technical counterpart. You don't need to code yourself, but you can specify the "what" and the "why" clearly enough for a BIE or data engineer to build the "how." Executive presence and strategic communication. You can frame complex financial issues, defend assumptions, and present clear recommendations to senior Finance and business leadership. Lead-level ownership without direct reports. You lead by expertise and influence, driving complex work across teams while personally advancing critical analysis and deliverables. Technical Skills Advanced Excel: financial modeling, sensitivity analysis, and scenario planning. Executive tooling: advanced PowerPoint for business-case and executive storytelling. BI literacy: working knowledge of Power BI or a similar dashboarding tool, enough to read, question, and validate what a BIE builds, even if you're not building it yourself. AI assistants / LLM-based tools: hands-on, practical experience with enterprise AI assistants (e.g., Microsoft Copilot, Claude) for prompt-based analysis, drafting, and workflow automation. Workflow automation: familiarity with low-code tools (e.g., Power Automate) or comparable, and curiosity for AI agent-building. P&L fluency: understanding of P&L structure and how benefit or value metrics tie back to product, segment, and customer-level financials. Systems exposure: familiarity with ERP/financial systems (e.g., SAP) sufficient to trace data lineage back to source. Minimum Requirement Degree or equivalent and typically requires 7+ years of relevant experience. Education Bachelor's degree in Finance, Accounting, Business, Economics, or a related quantitative field, or equivalent experience. MBA or advanced degree preferred. Critical Skills 7+ years of relevant finance, transformation, analytics, value-realization, FP&A, business case development, or investment governance experience. Fewer years may be considered with a directly relevant Master's qualification and demonstrated lead-level experience. Experience should include ownership of complex . click apply for full job details
09/06/2026
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. We're seeking a Senior Financial Analyst to help shape and measure the financial impact of McKesson's AIM28 transformation program and other strategic initiatives. This highly visible role will lead value-realization methodology, investment business case governance, executive reporting, and financial performance transparency across a portfolio of strategic transformation initiatives. The ideal candidate brings deep experience in transformation finance, business case development, value realization, and executive stakeholder management. This individual will partner across Finance, Technology, and Business teams to ensure transformation investments deliver measurable outcomes while advancing AI-enabled finance capabilities and executive decision support. The Senior Financial Analyst Transformation & Value Realization for U.S. Pharmaceutical Distribution (USPD) will report directly to the Sr. Director, Finance (AIM28) and serve as the lead finance individual contributor responsible for AIM28 and other strategic initiatives value-realization methodology, investment business case discipline, and executive-ready financial performance transparency. This role will establish and govern the financial logic that connects program benefit realization to actual P&L impact by product, segment, and customer, ensuring transformation value is measurable, defensible, and integrated with the financial outcomes Business Finance teams own. This is a high-impact transformation finance role operating at the intersection of enterprise strategy, analytics, technology enablement, and financial governance. The position will act as a recognized Finance expert and trusted advisor to McKesson Technology, Big Bet business leads, Business Finance, and the AIM28 Modernization Office, shaping how value is defined, measured, reported, challenged, and sustained across the transformation lifecycle. The role requires both strategic advisory capability and hands-on execution. The successful candidate will lead complex, cross-functional finance workstreams without formal people-management responsibility, influence senior stakeholders through rigorous financial analysis, and champion AI-enabled finance workflows using tools such as Microsoft Copilot, Claude, Power BI, Power Automate, and other approved enterprise technologies. This is a lean team; the role is expected to lead through expertise, judgment, and influence while personally advancing critical work. What You'll Do Value-realization methodology & P&L governance Establish and govern AIM28 Finance value-realization methodology, including benefit definitions, measurement rules, financial validation standards, and decision-ready reporting logic. Lead financial benefit tracing from AIM28 Big Bet-level value claims to actual P&L impact by product, segment, and customer where applicable, ensuring alignment with the books owned by Business Finance teams. Serve as the Finance escalation point for complex discrepancies between reported AIM28 value and business-unit financial results, recommending resolution paths and governance improvements. Strategic business case leadership Lead development, refinement, and governance of investment business cases for new and in-flight AIM28 initiatives, partnering with McKesson Technology, Big Bet business leads, Business Finance, and the AIM28 Modernization Office. Independently pressure-test assumptions behind proposed investments, including cost, timing, benefit sizing, operational readiness, risk, and confidence of realization before recommendations reach Finance leadership. Translate complex technology and business proposals into financial narratives, investment recommendations, and executive decision materials that enable disciplined prioritization and funding decisions. Transformation analytics, reporting strategy & BIE partnership Define AIM28 financial reporting strategy and requirements in partnership with the AIM28 BIE resource, translating value methodology, metric definitions, and governance rules into scalable dashboards and automated reporting. Act as the senior finance bridge between Big Bet business teams, Technology, analytics partners, and Finance leadership, ensuring reporting solutions reflect the right financial logic, controls, and decision needs. Establish quality-control routines for validating dashboard output, benefit reporting, and executive materials before senior leadership review. AI-enabled finance transformation & workflow innovation Champion practical adoption of enterprise AI assistants and automation tools to improve Finance productivity, business case development, insight generation, reconciliation support, and executive narrative drafting. Identify, pilot, and scale AI-enabled workflows for recurring finance activities, including data pulls, reconciliations, variance explanations, initiative tracking, and first-draft leadership materials. Partner with Technology and analytics stakeholders to explore AI agents, automation patterns, and governed workflow solutions purpose-built for transformation finance use cases. Program governance, senior stakeholder influence & execution leadership Serve as the lead Finance IC and day-to-day strategic partner to the Sr. Director, Finance (AIM28), driving cross-functional workstreams, decision readiness, action tracking, and executive review preparation. Lead Finance support for the MBR cadence, four-gate sign-off process, investment prioritization discussions, and executive presentations with rigorous, well-sourced financial analysis. Proactively identify financial, operational, data-quality, and governance risks; recommend mitigation actions; and influence stakeholders to resolve issues before they affect leadership decisions or value commitments. What You Bring Recognized finance transformation expertise. You have deep experience translating enterprise transformation goals into financial methodology, measurable outcomes, governance routines, and executive-ready insights. Senior stakeholder influence. You can influence Finance, Technology, business, and transformation leaders through structured analysis, clear recommendations, and credible challenge. Advanced business case leadership. You have led business case development for complex investments, challenged assumptions, quantified financial impact, and supported funding or prioritization decisions. Practical AI and automation leadership. You use AI assistants and automation tools to improve finance workflows and can identify where governed AI-enabled processes can create measurable productivity or insight gains. Comfort partnering with a technical counterpart. You don't need to code yourself, but you can specify the "what" and the "why" clearly enough for a BIE or data engineer to build the "how." Executive presence and strategic communication. You can frame complex financial issues, defend assumptions, and present clear recommendations to senior Finance and business leadership. Lead-level ownership without direct reports. You lead by expertise and influence, driving complex work across teams while personally advancing critical analysis and deliverables. Technical Skills Advanced Excel: financial modeling, sensitivity analysis, and scenario planning. Executive tooling: advanced PowerPoint for business-case and executive storytelling. BI literacy: working knowledge of Power BI or a similar dashboarding tool, enough to read, question, and validate what a BIE builds, even if you're not building it yourself. AI assistants / LLM-based tools: hands-on, practical experience with enterprise AI assistants (e.g., Microsoft Copilot, Claude) for prompt-based analysis, drafting, and workflow automation. Workflow automation: familiarity with low-code tools (e.g., Power Automate) or comparable, and curiosity for AI agent-building. P&L fluency: understanding of P&L structure and how benefit or value metrics tie back to product, segment, and customer-level financials. Systems exposure: familiarity with ERP/financial systems (e.g., SAP) sufficient to trace data lineage back to source. Minimum Requirement Degree or equivalent and typically requires 7+ years of relevant experience. Education Bachelor's degree in Finance, Accounting, Business, Economics, or a related quantitative field, or equivalent experience. MBA or advanced degree preferred. Critical Skills 7+ years of relevant finance, transformation, analytics, value-realization, FP&A, business case development, or investment governance experience. Fewer years may be considered with a directly relevant Master's qualification and demonstrated lead-level experience. Experience should include ownership of complex . click apply for full job details
Senior Financial Analyst, Transformation and Value Realization
McKesson Columbus, Ohio
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. We're seeking a Senior Financial Analyst to help shape and measure the financial impact of McKesson's AIM28 transformation program and other strategic initiatives. This highly visible role will lead value-realization methodology, investment business case governance, executive reporting, and financial performance transparency across a portfolio of strategic transformation initiatives. The ideal candidate brings deep experience in transformation finance, business case development, value realization, and executive stakeholder management. This individual will partner across Finance, Technology, and Business teams to ensure transformation investments deliver measurable outcomes while advancing AI-enabled finance capabilities and executive decision support. The Senior Financial Analyst Transformation & Value Realization for U.S. Pharmaceutical Distribution (USPD) will report directly to the Sr. Director, Finance (AIM28) and serve as the lead finance individual contributor responsible for AIM28 and other strategic initiatives value-realization methodology, investment business case discipline, and executive-ready financial performance transparency. This role will establish and govern the financial logic that connects program benefit realization to actual P&L impact by product, segment, and customer, ensuring transformation value is measurable, defensible, and integrated with the financial outcomes Business Finance teams own. This is a high-impact transformation finance role operating at the intersection of enterprise strategy, analytics, technology enablement, and financial governance. The position will act as a recognized Finance expert and trusted advisor to McKesson Technology, Big Bet business leads, Business Finance, and the AIM28 Modernization Office, shaping how value is defined, measured, reported, challenged, and sustained across the transformation lifecycle. The role requires both strategic advisory capability and hands-on execution. The successful candidate will lead complex, cross-functional finance workstreams without formal people-management responsibility, influence senior stakeholders through rigorous financial analysis, and champion AI-enabled finance workflows using tools such as Microsoft Copilot, Claude, Power BI, Power Automate, and other approved enterprise technologies. This is a lean team; the role is expected to lead through expertise, judgment, and influence while personally advancing critical work. What You'll Do Value-realization methodology & P&L governance Establish and govern AIM28 Finance value-realization methodology, including benefit definitions, measurement rules, financial validation standards, and decision-ready reporting logic. Lead financial benefit tracing from AIM28 Big Bet-level value claims to actual P&L impact by product, segment, and customer where applicable, ensuring alignment with the books owned by Business Finance teams. Serve as the Finance escalation point for complex discrepancies between reported AIM28 value and business-unit financial results, recommending resolution paths and governance improvements. Strategic business case leadership Lead development, refinement, and governance of investment business cases for new and in-flight AIM28 initiatives, partnering with McKesson Technology, Big Bet business leads, Business Finance, and the AIM28 Modernization Office. Independently pressure-test assumptions behind proposed investments, including cost, timing, benefit sizing, operational readiness, risk, and confidence of realization before recommendations reach Finance leadership. Translate complex technology and business proposals into financial narratives, investment recommendations, and executive decision materials that enable disciplined prioritization and funding decisions. Transformation analytics, reporting strategy & BIE partnership Define AIM28 financial reporting strategy and requirements in partnership with the AIM28 BIE resource, translating value methodology, metric definitions, and governance rules into scalable dashboards and automated reporting. Act as the senior finance bridge between Big Bet business teams, Technology, analytics partners, and Finance leadership, ensuring reporting solutions reflect the right financial logic, controls, and decision needs. Establish quality-control routines for validating dashboard output, benefit reporting, and executive materials before senior leadership review. AI-enabled finance transformation & workflow innovation Champion practical adoption of enterprise AI assistants and automation tools to improve Finance productivity, business case development, insight generation, reconciliation support, and executive narrative drafting. Identify, pilot, and scale AI-enabled workflows for recurring finance activities, including data pulls, reconciliations, variance explanations, initiative tracking, and first-draft leadership materials. Partner with Technology and analytics stakeholders to explore AI agents, automation patterns, and governed workflow solutions purpose-built for transformation finance use cases. Program governance, senior stakeholder influence & execution leadership Serve as the lead Finance IC and day-to-day strategic partner to the Sr. Director, Finance (AIM28), driving cross-functional workstreams, decision readiness, action tracking, and executive review preparation. Lead Finance support for the MBR cadence, four-gate sign-off process, investment prioritization discussions, and executive presentations with rigorous, well-sourced financial analysis. Proactively identify financial, operational, data-quality, and governance risks; recommend mitigation actions; and influence stakeholders to resolve issues before they affect leadership decisions or value commitments. What You Bring Recognized finance transformation expertise. You have deep experience translating enterprise transformation goals into financial methodology, measurable outcomes, governance routines, and executive-ready insights. Senior stakeholder influence. You can influence Finance, Technology, business, and transformation leaders through structured analysis, clear recommendations, and credible challenge. Advanced business case leadership. You have led business case development for complex investments, challenged assumptions, quantified financial impact, and supported funding or prioritization decisions. Practical AI and automation leadership. You use AI assistants and automation tools to improve finance workflows and can identify where governed AI-enabled processes can create measurable productivity or insight gains. Comfort partnering with a technical counterpart. You don't need to code yourself, but you can specify the "what" and the "why" clearly enough for a BIE or data engineer to build the "how." Executive presence and strategic communication. You can frame complex financial issues, defend assumptions, and present clear recommendations to senior Finance and business leadership. Lead-level ownership without direct reports. You lead by expertise and influence, driving complex work across teams while personally advancing critical analysis and deliverables. Technical Skills Advanced Excel: financial modeling, sensitivity analysis, and scenario planning. Executive tooling: advanced PowerPoint for business-case and executive storytelling. BI literacy: working knowledge of Power BI or a similar dashboarding tool, enough to read, question, and validate what a BIE builds, even if you're not building it yourself. AI assistants / LLM-based tools: hands-on, practical experience with enterprise AI assistants (e.g., Microsoft Copilot, Claude) for prompt-based analysis, drafting, and workflow automation. Workflow automation: familiarity with low-code tools (e.g., Power Automate) or comparable, and curiosity for AI agent-building. P&L fluency: understanding of P&L structure and how benefit or value metrics tie back to product, segment, and customer-level financials. Systems exposure: familiarity with ERP/financial systems (e.g., SAP) sufficient to trace data lineage back to source. Minimum Requirement Degree or equivalent and typically requires 7+ years of relevant experience. Education Bachelor's degree in Finance, Accounting, Business, Economics, or a related quantitative field, or equivalent experience. MBA or advanced degree preferred. Critical Skills 7+ years of relevant finance, transformation, analytics, value-realization, FP&A, business case development, or investment governance experience. Fewer years may be considered with a directly relevant Master's qualification and demonstrated lead-level experience. Experience should include ownership of complex . click apply for full job details
09/06/2026
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. We're seeking a Senior Financial Analyst to help shape and measure the financial impact of McKesson's AIM28 transformation program and other strategic initiatives. This highly visible role will lead value-realization methodology, investment business case governance, executive reporting, and financial performance transparency across a portfolio of strategic transformation initiatives. The ideal candidate brings deep experience in transformation finance, business case development, value realization, and executive stakeholder management. This individual will partner across Finance, Technology, and Business teams to ensure transformation investments deliver measurable outcomes while advancing AI-enabled finance capabilities and executive decision support. The Senior Financial Analyst Transformation & Value Realization for U.S. Pharmaceutical Distribution (USPD) will report directly to the Sr. Director, Finance (AIM28) and serve as the lead finance individual contributor responsible for AIM28 and other strategic initiatives value-realization methodology, investment business case discipline, and executive-ready financial performance transparency. This role will establish and govern the financial logic that connects program benefit realization to actual P&L impact by product, segment, and customer, ensuring transformation value is measurable, defensible, and integrated with the financial outcomes Business Finance teams own. This is a high-impact transformation finance role operating at the intersection of enterprise strategy, analytics, technology enablement, and financial governance. The position will act as a recognized Finance expert and trusted advisor to McKesson Technology, Big Bet business leads, Business Finance, and the AIM28 Modernization Office, shaping how value is defined, measured, reported, challenged, and sustained across the transformation lifecycle. The role requires both strategic advisory capability and hands-on execution. The successful candidate will lead complex, cross-functional finance workstreams without formal people-management responsibility, influence senior stakeholders through rigorous financial analysis, and champion AI-enabled finance workflows using tools such as Microsoft Copilot, Claude, Power BI, Power Automate, and other approved enterprise technologies. This is a lean team; the role is expected to lead through expertise, judgment, and influence while personally advancing critical work. What You'll Do Value-realization methodology & P&L governance Establish and govern AIM28 Finance value-realization methodology, including benefit definitions, measurement rules, financial validation standards, and decision-ready reporting logic. Lead financial benefit tracing from AIM28 Big Bet-level value claims to actual P&L impact by product, segment, and customer where applicable, ensuring alignment with the books owned by Business Finance teams. Serve as the Finance escalation point for complex discrepancies between reported AIM28 value and business-unit financial results, recommending resolution paths and governance improvements. Strategic business case leadership Lead development, refinement, and governance of investment business cases for new and in-flight AIM28 initiatives, partnering with McKesson Technology, Big Bet business leads, Business Finance, and the AIM28 Modernization Office. Independently pressure-test assumptions behind proposed investments, including cost, timing, benefit sizing, operational readiness, risk, and confidence of realization before recommendations reach Finance leadership. Translate complex technology and business proposals into financial narratives, investment recommendations, and executive decision materials that enable disciplined prioritization and funding decisions. Transformation analytics, reporting strategy & BIE partnership Define AIM28 financial reporting strategy and requirements in partnership with the AIM28 BIE resource, translating value methodology, metric definitions, and governance rules into scalable dashboards and automated reporting. Act as the senior finance bridge between Big Bet business teams, Technology, analytics partners, and Finance leadership, ensuring reporting solutions reflect the right financial logic, controls, and decision needs. Establish quality-control routines for validating dashboard output, benefit reporting, and executive materials before senior leadership review. AI-enabled finance transformation & workflow innovation Champion practical adoption of enterprise AI assistants and automation tools to improve Finance productivity, business case development, insight generation, reconciliation support, and executive narrative drafting. Identify, pilot, and scale AI-enabled workflows for recurring finance activities, including data pulls, reconciliations, variance explanations, initiative tracking, and first-draft leadership materials. Partner with Technology and analytics stakeholders to explore AI agents, automation patterns, and governed workflow solutions purpose-built for transformation finance use cases. Program governance, senior stakeholder influence & execution leadership Serve as the lead Finance IC and day-to-day strategic partner to the Sr. Director, Finance (AIM28), driving cross-functional workstreams, decision readiness, action tracking, and executive review preparation. Lead Finance support for the MBR cadence, four-gate sign-off process, investment prioritization discussions, and executive presentations with rigorous, well-sourced financial analysis. Proactively identify financial, operational, data-quality, and governance risks; recommend mitigation actions; and influence stakeholders to resolve issues before they affect leadership decisions or value commitments. What You Bring Recognized finance transformation expertise. You have deep experience translating enterprise transformation goals into financial methodology, measurable outcomes, governance routines, and executive-ready insights. Senior stakeholder influence. You can influence Finance, Technology, business, and transformation leaders through structured analysis, clear recommendations, and credible challenge. Advanced business case leadership. You have led business case development for complex investments, challenged assumptions, quantified financial impact, and supported funding or prioritization decisions. Practical AI and automation leadership. You use AI assistants and automation tools to improve finance workflows and can identify where governed AI-enabled processes can create measurable productivity or insight gains. Comfort partnering with a technical counterpart. You don't need to code yourself, but you can specify the "what" and the "why" clearly enough for a BIE or data engineer to build the "how." Executive presence and strategic communication. You can frame complex financial issues, defend assumptions, and present clear recommendations to senior Finance and business leadership. Lead-level ownership without direct reports. You lead by expertise and influence, driving complex work across teams while personally advancing critical analysis and deliverables. Technical Skills Advanced Excel: financial modeling, sensitivity analysis, and scenario planning. Executive tooling: advanced PowerPoint for business-case and executive storytelling. BI literacy: working knowledge of Power BI or a similar dashboarding tool, enough to read, question, and validate what a BIE builds, even if you're not building it yourself. AI assistants / LLM-based tools: hands-on, practical experience with enterprise AI assistants (e.g., Microsoft Copilot, Claude) for prompt-based analysis, drafting, and workflow automation. Workflow automation: familiarity with low-code tools (e.g., Power Automate) or comparable, and curiosity for AI agent-building. P&L fluency: understanding of P&L structure and how benefit or value metrics tie back to product, segment, and customer-level financials. Systems exposure: familiarity with ERP/financial systems (e.g., SAP) sufficient to trace data lineage back to source. Minimum Requirement Degree or equivalent and typically requires 7+ years of relevant experience. Education Bachelor's degree in Finance, Accounting, Business, Economics, or a related quantitative field, or equivalent experience. MBA or advanced degree preferred. Critical Skills 7+ years of relevant finance, transformation, analytics, value-realization, FP&A, business case development, or investment governance experience. Fewer years may be considered with a directly relevant Master's qualification and demonstrated lead-level experience. Experience should include ownership of complex . click apply for full job details
Senior Financial Analyst, Transformation and Value Realization
McKesson Atlanta, Georgia
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. We're seeking a Senior Financial Analyst to help shape and measure the financial impact of McKesson's AIM28 transformation program and other strategic initiatives. This highly visible role will lead value-realization methodology, investment business case governance, executive reporting, and financial performance transparency across a portfolio of strategic transformation initiatives. The ideal candidate brings deep experience in transformation finance, business case development, value realization, and executive stakeholder management. This individual will partner across Finance, Technology, and Business teams to ensure transformation investments deliver measurable outcomes while advancing AI-enabled finance capabilities and executive decision support. The Senior Financial Analyst Transformation & Value Realization for U.S. Pharmaceutical Distribution (USPD) will report directly to the Sr. Director, Finance (AIM28) and serve as the lead finance individual contributor responsible for AIM28 and other strategic initiatives value-realization methodology, investment business case discipline, and executive-ready financial performance transparency. This role will establish and govern the financial logic that connects program benefit realization to actual P&L impact by product, segment, and customer, ensuring transformation value is measurable, defensible, and integrated with the financial outcomes Business Finance teams own. This is a high-impact transformation finance role operating at the intersection of enterprise strategy, analytics, technology enablement, and financial governance. The position will act as a recognized Finance expert and trusted advisor to McKesson Technology, Big Bet business leads, Business Finance, and the AIM28 Modernization Office, shaping how value is defined, measured, reported, challenged, and sustained across the transformation lifecycle. The role requires both strategic advisory capability and hands-on execution. The successful candidate will lead complex, cross-functional finance workstreams without formal people-management responsibility, influence senior stakeholders through rigorous financial analysis, and champion AI-enabled finance workflows using tools such as Microsoft Copilot, Claude, Power BI, Power Automate, and other approved enterprise technologies. This is a lean team; the role is expected to lead through expertise, judgment, and influence while personally advancing critical work. What You'll Do Value-realization methodology & P&L governance Establish and govern AIM28 Finance value-realization methodology, including benefit definitions, measurement rules, financial validation standards, and decision-ready reporting logic. Lead financial benefit tracing from AIM28 Big Bet-level value claims to actual P&L impact by product, segment, and customer where applicable, ensuring alignment with the books owned by Business Finance teams. Serve as the Finance escalation point for complex discrepancies between reported AIM28 value and business-unit financial results, recommending resolution paths and governance improvements. Strategic business case leadership Lead development, refinement, and governance of investment business cases for new and in-flight AIM28 initiatives, partnering with McKesson Technology, Big Bet business leads, Business Finance, and the AIM28 Modernization Office. Independently pressure-test assumptions behind proposed investments, including cost, timing, benefit sizing, operational readiness, risk, and confidence of realization before recommendations reach Finance leadership. Translate complex technology and business proposals into financial narratives, investment recommendations, and executive decision materials that enable disciplined prioritization and funding decisions. Transformation analytics, reporting strategy & BIE partnership Define AIM28 financial reporting strategy and requirements in partnership with the AIM28 BIE resource, translating value methodology, metric definitions, and governance rules into scalable dashboards and automated reporting. Act as the senior finance bridge between Big Bet business teams, Technology, analytics partners, and Finance leadership, ensuring reporting solutions reflect the right financial logic, controls, and decision needs. Establish quality-control routines for validating dashboard output, benefit reporting, and executive materials before senior leadership review. AI-enabled finance transformation & workflow innovation Champion practical adoption of enterprise AI assistants and automation tools to improve Finance productivity, business case development, insight generation, reconciliation support, and executive narrative drafting. Identify, pilot, and scale AI-enabled workflows for recurring finance activities, including data pulls, reconciliations, variance explanations, initiative tracking, and first-draft leadership materials. Partner with Technology and analytics stakeholders to explore AI agents, automation patterns, and governed workflow solutions purpose-built for transformation finance use cases. Program governance, senior stakeholder influence & execution leadership Serve as the lead Finance IC and day-to-day strategic partner to the Sr. Director, Finance (AIM28), driving cross-functional workstreams, decision readiness, action tracking, and executive review preparation. Lead Finance support for the MBR cadence, four-gate sign-off process, investment prioritization discussions, and executive presentations with rigorous, well-sourced financial analysis. Proactively identify financial, operational, data-quality, and governance risks; recommend mitigation actions; and influence stakeholders to resolve issues before they affect leadership decisions or value commitments. What You Bring Recognized finance transformation expertise. You have deep experience translating enterprise transformation goals into financial methodology, measurable outcomes, governance routines, and executive-ready insights. Senior stakeholder influence. You can influence Finance, Technology, business, and transformation leaders through structured analysis, clear recommendations, and credible challenge. Advanced business case leadership. You have led business case development for complex investments, challenged assumptions, quantified financial impact, and supported funding or prioritization decisions. Practical AI and automation leadership. You use AI assistants and automation tools to improve finance workflows and can identify where governed AI-enabled processes can create measurable productivity or insight gains. Comfort partnering with a technical counterpart. You don't need to code yourself, but you can specify the "what" and the "why" clearly enough for a BIE or data engineer to build the "how." Executive presence and strategic communication. You can frame complex financial issues, defend assumptions, and present clear recommendations to senior Finance and business leadership. Lead-level ownership without direct reports. You lead by expertise and influence, driving complex work across teams while personally advancing critical analysis and deliverables. Technical Skills Advanced Excel: financial modeling, sensitivity analysis, and scenario planning. Executive tooling: advanced PowerPoint for business-case and executive storytelling. BI literacy: working knowledge of Power BI or a similar dashboarding tool, enough to read, question, and validate what a BIE builds, even if you're not building it yourself. AI assistants / LLM-based tools: hands-on, practical experience with enterprise AI assistants (e.g., Microsoft Copilot, Claude) for prompt-based analysis, drafting, and workflow automation. Workflow automation: familiarity with low-code tools (e.g., Power Automate) or comparable, and curiosity for AI agent-building. P&L fluency: understanding of P&L structure and how benefit or value metrics tie back to product, segment, and customer-level financials. Systems exposure: familiarity with ERP/financial systems (e.g., SAP) sufficient to trace data lineage back to source. Minimum Requirement Degree or equivalent and typically requires 7+ years of relevant experience. Education Bachelor's degree in Finance, Accounting, Business, Economics, or a related quantitative field, or equivalent experience. MBA or advanced degree preferred. Critical Skills 7+ years of relevant finance, transformation, analytics, value-realization, FP&A, business case development, or investment governance experience. Fewer years may be considered with a directly relevant Master's qualification and demonstrated lead-level experience. Experience should include ownership of complex . click apply for full job details
09/06/2026
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. We're seeking a Senior Financial Analyst to help shape and measure the financial impact of McKesson's AIM28 transformation program and other strategic initiatives. This highly visible role will lead value-realization methodology, investment business case governance, executive reporting, and financial performance transparency across a portfolio of strategic transformation initiatives. The ideal candidate brings deep experience in transformation finance, business case development, value realization, and executive stakeholder management. This individual will partner across Finance, Technology, and Business teams to ensure transformation investments deliver measurable outcomes while advancing AI-enabled finance capabilities and executive decision support. The Senior Financial Analyst Transformation & Value Realization for U.S. Pharmaceutical Distribution (USPD) will report directly to the Sr. Director, Finance (AIM28) and serve as the lead finance individual contributor responsible for AIM28 and other strategic initiatives value-realization methodology, investment business case discipline, and executive-ready financial performance transparency. This role will establish and govern the financial logic that connects program benefit realization to actual P&L impact by product, segment, and customer, ensuring transformation value is measurable, defensible, and integrated with the financial outcomes Business Finance teams own. This is a high-impact transformation finance role operating at the intersection of enterprise strategy, analytics, technology enablement, and financial governance. The position will act as a recognized Finance expert and trusted advisor to McKesson Technology, Big Bet business leads, Business Finance, and the AIM28 Modernization Office, shaping how value is defined, measured, reported, challenged, and sustained across the transformation lifecycle. The role requires both strategic advisory capability and hands-on execution. The successful candidate will lead complex, cross-functional finance workstreams without formal people-management responsibility, influence senior stakeholders through rigorous financial analysis, and champion AI-enabled finance workflows using tools such as Microsoft Copilot, Claude, Power BI, Power Automate, and other approved enterprise technologies. This is a lean team; the role is expected to lead through expertise, judgment, and influence while personally advancing critical work. What You'll Do Value-realization methodology & P&L governance Establish and govern AIM28 Finance value-realization methodology, including benefit definitions, measurement rules, financial validation standards, and decision-ready reporting logic. Lead financial benefit tracing from AIM28 Big Bet-level value claims to actual P&L impact by product, segment, and customer where applicable, ensuring alignment with the books owned by Business Finance teams. Serve as the Finance escalation point for complex discrepancies between reported AIM28 value and business-unit financial results, recommending resolution paths and governance improvements. Strategic business case leadership Lead development, refinement, and governance of investment business cases for new and in-flight AIM28 initiatives, partnering with McKesson Technology, Big Bet business leads, Business Finance, and the AIM28 Modernization Office. Independently pressure-test assumptions behind proposed investments, including cost, timing, benefit sizing, operational readiness, risk, and confidence of realization before recommendations reach Finance leadership. Translate complex technology and business proposals into financial narratives, investment recommendations, and executive decision materials that enable disciplined prioritization and funding decisions. Transformation analytics, reporting strategy & BIE partnership Define AIM28 financial reporting strategy and requirements in partnership with the AIM28 BIE resource, translating value methodology, metric definitions, and governance rules into scalable dashboards and automated reporting. Act as the senior finance bridge between Big Bet business teams, Technology, analytics partners, and Finance leadership, ensuring reporting solutions reflect the right financial logic, controls, and decision needs. Establish quality-control routines for validating dashboard output, benefit reporting, and executive materials before senior leadership review. AI-enabled finance transformation & workflow innovation Champion practical adoption of enterprise AI assistants and automation tools to improve Finance productivity, business case development, insight generation, reconciliation support, and executive narrative drafting. Identify, pilot, and scale AI-enabled workflows for recurring finance activities, including data pulls, reconciliations, variance explanations, initiative tracking, and first-draft leadership materials. Partner with Technology and analytics stakeholders to explore AI agents, automation patterns, and governed workflow solutions purpose-built for transformation finance use cases. Program governance, senior stakeholder influence & execution leadership Serve as the lead Finance IC and day-to-day strategic partner to the Sr. Director, Finance (AIM28), driving cross-functional workstreams, decision readiness, action tracking, and executive review preparation. Lead Finance support for the MBR cadence, four-gate sign-off process, investment prioritization discussions, and executive presentations with rigorous, well-sourced financial analysis. Proactively identify financial, operational, data-quality, and governance risks; recommend mitigation actions; and influence stakeholders to resolve issues before they affect leadership decisions or value commitments. What You Bring Recognized finance transformation expertise. You have deep experience translating enterprise transformation goals into financial methodology, measurable outcomes, governance routines, and executive-ready insights. Senior stakeholder influence. You can influence Finance, Technology, business, and transformation leaders through structured analysis, clear recommendations, and credible challenge. Advanced business case leadership. You have led business case development for complex investments, challenged assumptions, quantified financial impact, and supported funding or prioritization decisions. Practical AI and automation leadership. You use AI assistants and automation tools to improve finance workflows and can identify where governed AI-enabled processes can create measurable productivity or insight gains. Comfort partnering with a technical counterpart. You don't need to code yourself, but you can specify the "what" and the "why" clearly enough for a BIE or data engineer to build the "how." Executive presence and strategic communication. You can frame complex financial issues, defend assumptions, and present clear recommendations to senior Finance and business leadership. Lead-level ownership without direct reports. You lead by expertise and influence, driving complex work across teams while personally advancing critical analysis and deliverables. Technical Skills Advanced Excel: financial modeling, sensitivity analysis, and scenario planning. Executive tooling: advanced PowerPoint for business-case and executive storytelling. BI literacy: working knowledge of Power BI or a similar dashboarding tool, enough to read, question, and validate what a BIE builds, even if you're not building it yourself. AI assistants / LLM-based tools: hands-on, practical experience with enterprise AI assistants (e.g., Microsoft Copilot, Claude) for prompt-based analysis, drafting, and workflow automation. Workflow automation: familiarity with low-code tools (e.g., Power Automate) or comparable, and curiosity for AI agent-building. P&L fluency: understanding of P&L structure and how benefit or value metrics tie back to product, segment, and customer-level financials. Systems exposure: familiarity with ERP/financial systems (e.g., SAP) sufficient to trace data lineage back to source. Minimum Requirement Degree or equivalent and typically requires 7+ years of relevant experience. Education Bachelor's degree in Finance, Accounting, Business, Economics, or a related quantitative field, or equivalent experience. MBA or advanced degree preferred. Critical Skills 7+ years of relevant finance, transformation, analytics, value-realization, FP&A, business case development, or investment governance experience. Fewer years may be considered with a directly relevant Master's qualification and demonstrated lead-level experience. Experience should include ownership of complex . click apply for full job details
Senior Financial Analyst, Transformation and Value Realization
McKesson Irving, Texas
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. We're seeking a Senior Financial Analyst to help shape and measure the financial impact of McKesson's AIM28 transformation program and other strategic initiatives. This highly visible role will lead value-realization methodology, investment business case governance, executive reporting, and financial performance transparency across a portfolio of strategic transformation initiatives. The ideal candidate brings deep experience in transformation finance, business case development, value realization, and executive stakeholder management. This individual will partner across Finance, Technology, and Business teams to ensure transformation investments deliver measurable outcomes while advancing AI-enabled finance capabilities and executive decision support. The Senior Financial Analyst Transformation & Value Realization for U.S. Pharmaceutical Distribution (USPD) will report directly to the Sr. Director, Finance (AIM28) and serve as the lead finance individual contributor responsible for AIM28 and other strategic initiatives value-realization methodology, investment business case discipline, and executive-ready financial performance transparency. This role will establish and govern the financial logic that connects program benefit realization to actual P&L impact by product, segment, and customer, ensuring transformation value is measurable, defensible, and integrated with the financial outcomes Business Finance teams own. This is a high-impact transformation finance role operating at the intersection of enterprise strategy, analytics, technology enablement, and financial governance. The position will act as a recognized Finance expert and trusted advisor to McKesson Technology, Big Bet business leads, Business Finance, and the AIM28 Modernization Office, shaping how value is defined, measured, reported, challenged, and sustained across the transformation lifecycle. The role requires both strategic advisory capability and hands-on execution. The successful candidate will lead complex, cross-functional finance workstreams without formal people-management responsibility, influence senior stakeholders through rigorous financial analysis, and champion AI-enabled finance workflows using tools such as Microsoft Copilot, Claude, Power BI, Power Automate, and other approved enterprise technologies. This is a lean team; the role is expected to lead through expertise, judgment, and influence while personally advancing critical work. What You'll Do Value-realization methodology & P&L governance Establish and govern AIM28 Finance value-realization methodology, including benefit definitions, measurement rules, financial validation standards, and decision-ready reporting logic. Lead financial benefit tracing from AIM28 Big Bet-level value claims to actual P&L impact by product, segment, and customer where applicable, ensuring alignment with the books owned by Business Finance teams. Serve as the Finance escalation point for complex discrepancies between reported AIM28 value and business-unit financial results, recommending resolution paths and governance improvements. Strategic business case leadership Lead development, refinement, and governance of investment business cases for new and in-flight AIM28 initiatives, partnering with McKesson Technology, Big Bet business leads, Business Finance, and the AIM28 Modernization Office. Independently pressure-test assumptions behind proposed investments, including cost, timing, benefit sizing, operational readiness, risk, and confidence of realization before recommendations reach Finance leadership. Translate complex technology and business proposals into financial narratives, investment recommendations, and executive decision materials that enable disciplined prioritization and funding decisions. Transformation analytics, reporting strategy & BIE partnership Define AIM28 financial reporting strategy and requirements in partnership with the AIM28 BIE resource, translating value methodology, metric definitions, and governance rules into scalable dashboards and automated reporting. Act as the senior finance bridge between Big Bet business teams, Technology, analytics partners, and Finance leadership, ensuring reporting solutions reflect the right financial logic, controls, and decision needs. Establish quality-control routines for validating dashboard output, benefit reporting, and executive materials before senior leadership review. AI-enabled finance transformation & workflow innovation Champion practical adoption of enterprise AI assistants and automation tools to improve Finance productivity, business case development, insight generation, reconciliation support, and executive narrative drafting. Identify, pilot, and scale AI-enabled workflows for recurring finance activities, including data pulls, reconciliations, variance explanations, initiative tracking, and first-draft leadership materials. Partner with Technology and analytics stakeholders to explore AI agents, automation patterns, and governed workflow solutions purpose-built for transformation finance use cases. Program governance, senior stakeholder influence & execution leadership Serve as the lead Finance IC and day-to-day strategic partner to the Sr. Director, Finance (AIM28), driving cross-functional workstreams, decision readiness, action tracking, and executive review preparation. Lead Finance support for the MBR cadence, four-gate sign-off process, investment prioritization discussions, and executive presentations with rigorous, well-sourced financial analysis. Proactively identify financial, operational, data-quality, and governance risks; recommend mitigation actions; and influence stakeholders to resolve issues before they affect leadership decisions or value commitments. What You Bring Recognized finance transformation expertise. You have deep experience translating enterprise transformation goals into financial methodology, measurable outcomes, governance routines, and executive-ready insights. Senior stakeholder influence. You can influence Finance, Technology, business, and transformation leaders through structured analysis, clear recommendations, and credible challenge. Advanced business case leadership. You have led business case development for complex investments, challenged assumptions, quantified financial impact, and supported funding or prioritization decisions. Practical AI and automation leadership. You use AI assistants and automation tools to improve finance workflows and can identify where governed AI-enabled processes can create measurable productivity or insight gains. Comfort partnering with a technical counterpart. You don't need to code yourself, but you can specify the "what" and the "why" clearly enough for a BIE or data engineer to build the "how." Executive presence and strategic communication. You can frame complex financial issues, defend assumptions, and present clear recommendations to senior Finance and business leadership. Lead-level ownership without direct reports. You lead by expertise and influence, driving complex work across teams while personally advancing critical analysis and deliverables. Technical Skills Advanced Excel: financial modeling, sensitivity analysis, and scenario planning. Executive tooling: advanced PowerPoint for business-case and executive storytelling. BI literacy: working knowledge of Power BI or a similar dashboarding tool, enough to read, question, and validate what a BIE builds, even if you're not building it yourself. AI assistants / LLM-based tools: hands-on, practical experience with enterprise AI assistants (e.g., Microsoft Copilot, Claude) for prompt-based analysis, drafting, and workflow automation. Workflow automation: familiarity with low-code tools (e.g., Power Automate) or comparable, and curiosity for AI agent-building. P&L fluency: understanding of P&L structure and how benefit or value metrics tie back to product, segment, and customer-level financials. Systems exposure: familiarity with ERP/financial systems (e.g., SAP) sufficient to trace data lineage back to source. Minimum Requirement Degree or equivalent and typically requires 7+ years of relevant experience. Education Bachelor's degree in Finance, Accounting, Business, Economics, or a related quantitative field, or equivalent experience. MBA or advanced degree preferred. Critical Skills 7+ years of relevant finance, transformation, analytics, value-realization, FP&A, business case development, or investment governance experience. Fewer years may be considered with a directly relevant Master's qualification and demonstrated lead-level experience. Experience should include ownership of complex . click apply for full job details
09/06/2026
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. We're seeking a Senior Financial Analyst to help shape and measure the financial impact of McKesson's AIM28 transformation program and other strategic initiatives. This highly visible role will lead value-realization methodology, investment business case governance, executive reporting, and financial performance transparency across a portfolio of strategic transformation initiatives. The ideal candidate brings deep experience in transformation finance, business case development, value realization, and executive stakeholder management. This individual will partner across Finance, Technology, and Business teams to ensure transformation investments deliver measurable outcomes while advancing AI-enabled finance capabilities and executive decision support. The Senior Financial Analyst Transformation & Value Realization for U.S. Pharmaceutical Distribution (USPD) will report directly to the Sr. Director, Finance (AIM28) and serve as the lead finance individual contributor responsible for AIM28 and other strategic initiatives value-realization methodology, investment business case discipline, and executive-ready financial performance transparency. This role will establish and govern the financial logic that connects program benefit realization to actual P&L impact by product, segment, and customer, ensuring transformation value is measurable, defensible, and integrated with the financial outcomes Business Finance teams own. This is a high-impact transformation finance role operating at the intersection of enterprise strategy, analytics, technology enablement, and financial governance. The position will act as a recognized Finance expert and trusted advisor to McKesson Technology, Big Bet business leads, Business Finance, and the AIM28 Modernization Office, shaping how value is defined, measured, reported, challenged, and sustained across the transformation lifecycle. The role requires both strategic advisory capability and hands-on execution. The successful candidate will lead complex, cross-functional finance workstreams without formal people-management responsibility, influence senior stakeholders through rigorous financial analysis, and champion AI-enabled finance workflows using tools such as Microsoft Copilot, Claude, Power BI, Power Automate, and other approved enterprise technologies. This is a lean team; the role is expected to lead through expertise, judgment, and influence while personally advancing critical work. What You'll Do Value-realization methodology & P&L governance Establish and govern AIM28 Finance value-realization methodology, including benefit definitions, measurement rules, financial validation standards, and decision-ready reporting logic. Lead financial benefit tracing from AIM28 Big Bet-level value claims to actual P&L impact by product, segment, and customer where applicable, ensuring alignment with the books owned by Business Finance teams. Serve as the Finance escalation point for complex discrepancies between reported AIM28 value and business-unit financial results, recommending resolution paths and governance improvements. Strategic business case leadership Lead development, refinement, and governance of investment business cases for new and in-flight AIM28 initiatives, partnering with McKesson Technology, Big Bet business leads, Business Finance, and the AIM28 Modernization Office. Independently pressure-test assumptions behind proposed investments, including cost, timing, benefit sizing, operational readiness, risk, and confidence of realization before recommendations reach Finance leadership. Translate complex technology and business proposals into financial narratives, investment recommendations, and executive decision materials that enable disciplined prioritization and funding decisions. Transformation analytics, reporting strategy & BIE partnership Define AIM28 financial reporting strategy and requirements in partnership with the AIM28 BIE resource, translating value methodology, metric definitions, and governance rules into scalable dashboards and automated reporting. Act as the senior finance bridge between Big Bet business teams, Technology, analytics partners, and Finance leadership, ensuring reporting solutions reflect the right financial logic, controls, and decision needs. Establish quality-control routines for validating dashboard output, benefit reporting, and executive materials before senior leadership review. AI-enabled finance transformation & workflow innovation Champion practical adoption of enterprise AI assistants and automation tools to improve Finance productivity, business case development, insight generation, reconciliation support, and executive narrative drafting. Identify, pilot, and scale AI-enabled workflows for recurring finance activities, including data pulls, reconciliations, variance explanations, initiative tracking, and first-draft leadership materials. Partner with Technology and analytics stakeholders to explore AI agents, automation patterns, and governed workflow solutions purpose-built for transformation finance use cases. Program governance, senior stakeholder influence & execution leadership Serve as the lead Finance IC and day-to-day strategic partner to the Sr. Director, Finance (AIM28), driving cross-functional workstreams, decision readiness, action tracking, and executive review preparation. Lead Finance support for the MBR cadence, four-gate sign-off process, investment prioritization discussions, and executive presentations with rigorous, well-sourced financial analysis. Proactively identify financial, operational, data-quality, and governance risks; recommend mitigation actions; and influence stakeholders to resolve issues before they affect leadership decisions or value commitments. What You Bring Recognized finance transformation expertise. You have deep experience translating enterprise transformation goals into financial methodology, measurable outcomes, governance routines, and executive-ready insights. Senior stakeholder influence. You can influence Finance, Technology, business, and transformation leaders through structured analysis, clear recommendations, and credible challenge. Advanced business case leadership. You have led business case development for complex investments, challenged assumptions, quantified financial impact, and supported funding or prioritization decisions. Practical AI and automation leadership. You use AI assistants and automation tools to improve finance workflows and can identify where governed AI-enabled processes can create measurable productivity or insight gains. Comfort partnering with a technical counterpart. You don't need to code yourself, but you can specify the "what" and the "why" clearly enough for a BIE or data engineer to build the "how." Executive presence and strategic communication. You can frame complex financial issues, defend assumptions, and present clear recommendations to senior Finance and business leadership. Lead-level ownership without direct reports. You lead by expertise and influence, driving complex work across teams while personally advancing critical analysis and deliverables. Technical Skills Advanced Excel: financial modeling, sensitivity analysis, and scenario planning. Executive tooling: advanced PowerPoint for business-case and executive storytelling. BI literacy: working knowledge of Power BI or a similar dashboarding tool, enough to read, question, and validate what a BIE builds, even if you're not building it yourself. AI assistants / LLM-based tools: hands-on, practical experience with enterprise AI assistants (e.g., Microsoft Copilot, Claude) for prompt-based analysis, drafting, and workflow automation. Workflow automation: familiarity with low-code tools (e.g., Power Automate) or comparable, and curiosity for AI agent-building. P&L fluency: understanding of P&L structure and how benefit or value metrics tie back to product, segment, and customer-level financials. Systems exposure: familiarity with ERP/financial systems (e.g., SAP) sufficient to trace data lineage back to source. Minimum Requirement Degree or equivalent and typically requires 7+ years of relevant experience. Education Bachelor's degree in Finance, Accounting, Business, Economics, or a related quantitative field, or equivalent experience. MBA or advanced degree preferred. Critical Skills 7+ years of relevant finance, transformation, analytics, value-realization, FP&A, business case development, or investment governance experience. Fewer years may be considered with a directly relevant Master's qualification and demonstrated lead-level experience. Experience should include ownership of complex . click apply for full job details
Director of Purchasing
Roers Companies LLC Minneapolis, Minnesota
Description: Roers Companies is seeking an energetic, dedicated professional to join our team in Plymouth, MN as the Director of Purchasing. Not your typical Purchasing Director Role If you are a "Doer/Seller" that can get us in front of vendors/sources on a national level, we would love to talk with you! You must be someone that can leverage our buying power to create and solidify vendor partnerships, including pricing and negotiating contracts Construction/Building supply experience is a huge plus About Us Roers Companies is a multi-year USA Today Top Workplace and national leader in multifamily real estate, development, construction, and property management. Headquartered in Plymouth, Minnesota, we're on a mission to elevate multifamily housing by developing quality homes in high-demand neighborhoods. Since our founding in 2012, Roers Cos. has developed more than $4.5 billion in real estate, representing 16,000+ homes across the U.S. In 2026, the company is ranked nationally among the Inc. 5000 fastest-growing private companies (No. 218), NMHC top 25 multifamily builders (No. 25) and developers (No. 19) and the AHF top affordable housing developers (No. 5). Our team thrives on purpose-filled work, an entrepreneurial spirit, and unlimited growth potential. About You You're passionate about your work. You're driven to achieve ambitious goals. You step up when the team needs an extra hand and aren't afraid to ask for help when you need it. You act with integrity and empathy for the people around you. You make smart decisions because you get the big picture and ace the little details. In other words, you share our corporate values - passion, work ethic, teamwork, integrity, and ownership mindset. Job Summary The Director of Purchasing is responsible for driving procurement strategies that directly support Roers Companies' multifamily housing operations, including construction, property management, and maintenance. This position is tasked with leveraging the Roers Companies national pipeline and developing robust national supplier relationships to secure high-quality materials and services while optimizing costs, ensuring timely delivery, and maintaining consistency across the portfolio. As a key member of the construction services team, the Director of Purchasing will work closely with the Senior Director and cross-functional teams to align procurement activities with organizational goals. This role requires a deep understanding of supply chain management in the multifamily housing industry, as well as a strategic mindset to identify opportunities for improvement and innovation. The ideal candidate will excel in negotiating high-value national accounts, managing vendor relationships, and implementing procurement systems that streamline operations across the organization. The Director of Purchasing will develop and maintain systems for ensuring the full pipeline of Roers Companies portfolio is impacting our overall cost savings objectives. By leveraging economies of scale and creating strategic partnerships, the Director of Purchasing will play a pivotal role in ensuring Roers Companies remains competitive and efficient in delivering exceptional housing experiences. This position combines a strategic focus on long-term procurement initiatives with hands-on execution to support day-to-day operations across a diverse portfolio of multifamily properties. Responsibilities National Account Strategy Develop and execute a national accounts strategy tailored to Roers Companies' multifamily housing portfolio. Identify opportunities to consolidate vendor relationships and standardize procurement practices across all properties and regions. Lead efforts to secure long-term agreements with national suppliers that provide cost-effective, high-quality products and services. Supplier Partnerships and Negotiations Build and maintain strong relationships with national suppliers to secure favorable pricing, terms, and delivery commitments. Negotiate contracts that align with the organization's goals for construction, property management, and maintenance. Implement preferred vendor programs to streamline purchasing and drive consistent results. Collaboration Across Teams Partner with construction, property management, and maintenance teams to understand operational needs and align procurement activities. Work with project managers and site teams to implement national agreements and address unique challenges at individual properties. Act as the primary point of contact for national suppliers to resolve issues and improve service delivery Cost Control and Optimization Leverage national accounts to achieve cost savings and improve procurement efficiency. Monitor purchasing trends and supplier performance to identify additional opportunities for savings. Develop and maintain reporting systems to track financial and operational impacts of national supplier agreements. Standardization and Quality Assurance Collaborate with internal teams to establish and maintain product and service standards for construction, renovations, and operations. Ensure consistency in the quality and availability of materials, equipment, and services across all properties. Source specialized materials and equipment as required for multifamily housing projects, including finishes, fixtures, and appliances. Compliance and Risk Management Ensure all procurement activities adhere to local, state, and federal regulations, as well as Roers Companies' policies. Mitigate risks by diversifying the supplier base and establishing contingency plans for supply chain disruptions. Requirements: Bachelor's degree in Business Administration, Supply Chain Management, Construction Management, or a related field 5+ years of experience in procurement, with a focus on national account management in multifamily housing or construction Proven experience negotiating large-scale contracts and managing supplier relationships. Strong knowledge of procurement needs for multifamily construction, property management, and maintenance. Excellent negotiation, analytical, and problem-solving skills. Proficiency in procurement software, ERP systems, and Microsoft Office Suite. Strong interpersonal and communication skills for cross-departmental collaboration. Certified Purchasing Professional (CPP), Certified Professional in Supply Management (CPSM), or similar certification is a plus. Strategic Thinking and Vision Supplier Relationship and National Account Management Negotiation and Contract Development Cost Analysis and Budget Management Operational Alignment Across Departments Leadership and Team Collaboration Compensation and Benefits for Director of Purchasing: Pay Range: $133,700 - $179,400 Compensation is determined by several factors that vary depending on the position, including the individual's experience, skills, and the knowledge they bring to the specific role. Roers offers a comprehensive benefits & perks package to full-time employees which may include: • Health Plans - Medical, dental, vision, FSA, and HSA • Family Leave - Paid birth & bonding leave • Employer Paid Benefits - Basic life insurance, Accidental Death & Dismemberment (AD&D), and short-term disability • Additional Voluntary Benefits - Life Insurance, AD&D, long-term disability, critical illness, and accident insurance • 401(K) - 3% company contribution, 100% vested after 2 years of employment • Competitive PTO - 3 weeks of PTO with immediate accrual, 9 paid holidays, 1 floating holiday, and bereavement • Health and Wellness - fitness membership reimbursement program • Free stays in Roers' properties guest suites • Rent Discount - 20% discount for employees living in Roers Companies properties • Employee Referral Bonus Program - $2,500 referral bonus paid once referred candidate completes 60 days of employment • Charitable Match Program - Roers matches employee donations to charitable organizations • Professional Development Opportunities • Employee Assistance Programs Roers Companies is focused on building a workforce that is diverse and inclusive. We are an Equal Opportunity Employer and consider applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics, or any other basis forbidden under federal, provincial, or local law. Roers Companies participates in E-Verify to confirm the employment eligibility of all newly hired employees. For further information about the federal E-Verify program, please click to see the Right to Work and E-Verify Participation posters. Candidates will be required to pass a criminal background check and motor vehicle report (have a valid drivers license). In order to be considered for this position, applicants must complete a survey at this link: Compensation details: 00 Yearly Salary PI905e6bd064d3-0173
09/05/2026
Full time
Description: Roers Companies is seeking an energetic, dedicated professional to join our team in Plymouth, MN as the Director of Purchasing. Not your typical Purchasing Director Role If you are a "Doer/Seller" that can get us in front of vendors/sources on a national level, we would love to talk with you! You must be someone that can leverage our buying power to create and solidify vendor partnerships, including pricing and negotiating contracts Construction/Building supply experience is a huge plus About Us Roers Companies is a multi-year USA Today Top Workplace and national leader in multifamily real estate, development, construction, and property management. Headquartered in Plymouth, Minnesota, we're on a mission to elevate multifamily housing by developing quality homes in high-demand neighborhoods. Since our founding in 2012, Roers Cos. has developed more than $4.5 billion in real estate, representing 16,000+ homes across the U.S. In 2026, the company is ranked nationally among the Inc. 5000 fastest-growing private companies (No. 218), NMHC top 25 multifamily builders (No. 25) and developers (No. 19) and the AHF top affordable housing developers (No. 5). Our team thrives on purpose-filled work, an entrepreneurial spirit, and unlimited growth potential. About You You're passionate about your work. You're driven to achieve ambitious goals. You step up when the team needs an extra hand and aren't afraid to ask for help when you need it. You act with integrity and empathy for the people around you. You make smart decisions because you get the big picture and ace the little details. In other words, you share our corporate values - passion, work ethic, teamwork, integrity, and ownership mindset. Job Summary The Director of Purchasing is responsible for driving procurement strategies that directly support Roers Companies' multifamily housing operations, including construction, property management, and maintenance. This position is tasked with leveraging the Roers Companies national pipeline and developing robust national supplier relationships to secure high-quality materials and services while optimizing costs, ensuring timely delivery, and maintaining consistency across the portfolio. As a key member of the construction services team, the Director of Purchasing will work closely with the Senior Director and cross-functional teams to align procurement activities with organizational goals. This role requires a deep understanding of supply chain management in the multifamily housing industry, as well as a strategic mindset to identify opportunities for improvement and innovation. The ideal candidate will excel in negotiating high-value national accounts, managing vendor relationships, and implementing procurement systems that streamline operations across the organization. The Director of Purchasing will develop and maintain systems for ensuring the full pipeline of Roers Companies portfolio is impacting our overall cost savings objectives. By leveraging economies of scale and creating strategic partnerships, the Director of Purchasing will play a pivotal role in ensuring Roers Companies remains competitive and efficient in delivering exceptional housing experiences. This position combines a strategic focus on long-term procurement initiatives with hands-on execution to support day-to-day operations across a diverse portfolio of multifamily properties. Responsibilities National Account Strategy Develop and execute a national accounts strategy tailored to Roers Companies' multifamily housing portfolio. Identify opportunities to consolidate vendor relationships and standardize procurement practices across all properties and regions. Lead efforts to secure long-term agreements with national suppliers that provide cost-effective, high-quality products and services. Supplier Partnerships and Negotiations Build and maintain strong relationships with national suppliers to secure favorable pricing, terms, and delivery commitments. Negotiate contracts that align with the organization's goals for construction, property management, and maintenance. Implement preferred vendor programs to streamline purchasing and drive consistent results. Collaboration Across Teams Partner with construction, property management, and maintenance teams to understand operational needs and align procurement activities. Work with project managers and site teams to implement national agreements and address unique challenges at individual properties. Act as the primary point of contact for national suppliers to resolve issues and improve service delivery Cost Control and Optimization Leverage national accounts to achieve cost savings and improve procurement efficiency. Monitor purchasing trends and supplier performance to identify additional opportunities for savings. Develop and maintain reporting systems to track financial and operational impacts of national supplier agreements. Standardization and Quality Assurance Collaborate with internal teams to establish and maintain product and service standards for construction, renovations, and operations. Ensure consistency in the quality and availability of materials, equipment, and services across all properties. Source specialized materials and equipment as required for multifamily housing projects, including finishes, fixtures, and appliances. Compliance and Risk Management Ensure all procurement activities adhere to local, state, and federal regulations, as well as Roers Companies' policies. Mitigate risks by diversifying the supplier base and establishing contingency plans for supply chain disruptions. Requirements: Bachelor's degree in Business Administration, Supply Chain Management, Construction Management, or a related field 5+ years of experience in procurement, with a focus on national account management in multifamily housing or construction Proven experience negotiating large-scale contracts and managing supplier relationships. Strong knowledge of procurement needs for multifamily construction, property management, and maintenance. Excellent negotiation, analytical, and problem-solving skills. Proficiency in procurement software, ERP systems, and Microsoft Office Suite. Strong interpersonal and communication skills for cross-departmental collaboration. Certified Purchasing Professional (CPP), Certified Professional in Supply Management (CPSM), or similar certification is a plus. Strategic Thinking and Vision Supplier Relationship and National Account Management Negotiation and Contract Development Cost Analysis and Budget Management Operational Alignment Across Departments Leadership and Team Collaboration Compensation and Benefits for Director of Purchasing: Pay Range: $133,700 - $179,400 Compensation is determined by several factors that vary depending on the position, including the individual's experience, skills, and the knowledge they bring to the specific role. Roers offers a comprehensive benefits & perks package to full-time employees which may include: • Health Plans - Medical, dental, vision, FSA, and HSA • Family Leave - Paid birth & bonding leave • Employer Paid Benefits - Basic life insurance, Accidental Death & Dismemberment (AD&D), and short-term disability • Additional Voluntary Benefits - Life Insurance, AD&D, long-term disability, critical illness, and accident insurance • 401(K) - 3% company contribution, 100% vested after 2 years of employment • Competitive PTO - 3 weeks of PTO with immediate accrual, 9 paid holidays, 1 floating holiday, and bereavement • Health and Wellness - fitness membership reimbursement program • Free stays in Roers' properties guest suites • Rent Discount - 20% discount for employees living in Roers Companies properties • Employee Referral Bonus Program - $2,500 referral bonus paid once referred candidate completes 60 days of employment • Charitable Match Program - Roers matches employee donations to charitable organizations • Professional Development Opportunities • Employee Assistance Programs Roers Companies is focused on building a workforce that is diverse and inclusive. We are an Equal Opportunity Employer and consider applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics, or any other basis forbidden under federal, provincial, or local law. Roers Companies participates in E-Verify to confirm the employment eligibility of all newly hired employees. For further information about the federal E-Verify program, please click to see the Right to Work and E-Verify Participation posters. Candidates will be required to pass a criminal background check and motor vehicle report (have a valid drivers license). In order to be considered for this position, applicants must complete a survey at this link: Compensation details: 00 Yearly Salary PI905e6bd064d3-0173

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