Description

At Headlands Research we are building the best clinical trial company in the world. We are an exceptional family of next-generation clinical trial sites, integrating innovative technology and high-quality support services, and significantly expanding participant outreach and participation. Founded in 2018, our company is in high growth mode; we operate fifteen clinical trial sites in the US and Canada and have rapid expansion plans.

This new Financial Planning & Analysis Manager will be based at our corporate office in Mill Valley, CA and will report to the CFO. 

The FP&A Manager will be a key member of the Finance Team responsible for utilizing both quantitative and qualitative analyses of all operational aspects of the company to evaluate the company’s progress toward achieving its financial and operational goals. The person filling this position will play a critical role in understanding the business results in relation to financial and non-financial metrics, reviewing past company performance, and anticipating obstacles and potential issues, and considering economic and business trends, all with an eye toward forecasting the company’s future financial results and identifying areas of opportunity. This person will work cross-functionally with other departments in the execution of the role’s duties.

Specifically, the Financial Planning & Analysis Manager will:

• Create, update, and maintain financial models and detailed forecasts
• Track and evaluate Key Performance Indicators (KPIs), financial metrics and benchmarks by site and project
• Determine gross margin and net margin contributions of individual sites, studies, and therapeutic areas 
• Build monthly and quarterly reporting packages for the senior management team and the Board of Directors
• Work with individual departments and sites to prepare budgets and consolidate into the overall company budget, as well as reforecast site and consolidated results on a quarterly, if not monthly, basis
• Alongside the accounting and operations teams, compare historical operating results against budgets and forecasts and perform variance analyses to explain differences in performance. Use learnings to recommend operational improvements and/or financial forecasting improvements
• Partner closely with accounting on the monthly close process, and other key finance elements to maintain and improve predictability of financial results
• Work directly with the Chief Financial Officer to drive the strategic financial planning process across the organization by partnering with business leaders and translating key strategic initiatives into the long-term financial plan for the company
• Develop data-driven analyses and evaluate business opportunities with goal of balancing growth and profitability, including evaluation of new business lines and revenue opportunities
• Prepare acquisition and valuation analyses as needed

Within 30 Days, the Financial Planning & Analysis Manager will:

• Establish relationships with colleagues in finance, accounting, and operations
• Develop an understanding of Headlands Research business processes
• Develop an understanding of the complex interrelationship between revenue drivers and spend, and determined how to capture those dynamics in an optimized model
• Understand the current forecast model and regular financial reporting needs

Within 60 Days, the Financial Planning & Analysis Manager will:

• Update and maintain current forecast model; establish reforecast process
• In partnership with Finance leadership, roll out site-level FP&A processes, including the tracking and reporting of KPIs 
• Develop monthly reporting package for internal management use

Within 90 Days, the Financial Planning & Analysis Manager will:

• Provide monthly financial updates to management on the company’s performance
• Conduct quarterly budget to actual reviews with the company’s various departments and each clinical trial site, with the goal of reviewing contribution margin at the study level
• Provide insights and recommendations gained from various analyses

Requirements

The ideal candidate has:

• A high aptitude for problem solving and financial modeling with a thorough understanding of a successful financial planning process
• Advanced Excel skills with a focus on financial modeling
• A proven ability to thrive in a dynamic environment under short timelines and changing priorities
• A detail-oriented approach, with focus on accuracy and completeness
• Strong presentation skills: the ability to communicate complex information in a simplified manner
• Strong interpersonal and communication skills with the ability to interact with employees of all levels
• 5 years of investment banking experience or FP&A experience in high-growth companies, with an emphasis on financial modeling and budgeting
• MBA preferred, with required BA/BS in Accounting, Finance, Economics, or other business- related field
• Multi-site business or healthcare experience