Senior Financial Analyst, Transformation and Value Realization

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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, cross-functional finance workstreams, senior stakeholder influence, and measurable value-delivery accountability.

• 7+ years of demonstrated experience establishing financial benefit-tracking methodology, value-realization frameworks, and governance routines for complex transformation or investment portfolios.

• Proven ability to lead and defend complex business cases with cross-functional technology, business, finance, and transformation stakeholders.

• Experience defining executive reporting strategy and partnering with BI, data, or analytics resources to translate finance methodology into governed dashboards, automated reporting, and recurring leadership insights.

• Hands-on, demonstrable experience using AI assistants (e.g., Copilot, Claude) for real work, able to speak to specific prompting techniques and use cases, not just general awareness.

• Strong executive communication and consultative influencing skills, including experience shaping recommendations for senior Finance, Technology, and business leaders.

• Ability to operate with consultative direction, independently determine the approach to complex objectives, and drive outcomes across a lean, fast-paced transformation environment.

• Track record of navigating ambiguity and delivering independently, without a large supporting team.

• Recognized ability to lead complex projects or workstreams through influence, coordinate significant internal resources, and contribute to long-term transformation goals without formal people-management responsibility.

Additional Skills

• Experience leading transformation finance, value-realization, finance analytics, investment governance, or enterprise initiative performance management in a large, matrixed organization preferred.

• Experience in a transformation, PMO, or value-realization function.

• Exposure to building or piloting AI agents or workflows for finance-specific use cases.

• Healthcare, pharmaceutical distribution, or other regulated-industry finance experience.

• Familiarity with McKesson’s (or a comparable) financial systems and reporting cadence (MBR/QBR).

• Experience mentoring or informally developing junior finance analysts.

• Agile delivery experience and strong documentation habits.

This role is a hybrid position. The selected candidate is expected to work on-site at our Las Colinas office a minimum of two (2) days per week, with the remaining days worked remotely. Specific in-office days may be designated based on team needs and business priorities.

McKesson complies with all applicable U.S. immigration laws and regulations. The Company does not provide employer support or sponsorship for any immigration related employment benefit for this role.

Applicants must be currently authorized to work in the United States on a fulltime basis without the need for employer support or sponsorship now or in the future. This includes having the legal right to work in the United States without the need for McKesson support or sponsorship for any immigration related employment authorization (e.g., H1B, O1, E3, H1B1, TN, F1 OPT, F1 STEM OPT, F1 CPT, etc.) now or in the future.

If you will require McKesson to provide immigration support or sponsorship now or in the future, you should not apply for this position.

We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations.In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here.

Our Base Pay Range for this position

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