What are the responsibilities and job description for the Finance Analyst position at lockwood?
This position will be based in our Stamford, CT office with the opportunity to work remotely 1-2 days per week.
About Lockwood: Lockwood collaborates with clients in the pharmaceutical, biotech, and medical device industries to identify effective, holistic, science-based strategies to address their objectives through medical communications. Our clients count on us to challenge their assumptions and help them creatively navigate around obstacles. From strategy through execution, we focus on accuracy, transparency, and scientific value to create programs that are evidence-based, clinically relevant, and contribute to the development of our clients’ brands. Over a third of our staff hold advanced scientific or medical degrees, and most work from where they live. Because our flexible structure provides better work-life balance, we attract the best talent, facilitate their best work, and as a result, are more responsive to our clients, wherever and whenever they do business.
Summary: The Finance Analyst is responsible for developing and enhancing complex financial models and reporting tools. This role involves conducting in-depth financial analysis, supporting continuous process improvements, and delivering actionable insights to internal teams and leadership. The person in this role effectively communicates and collaborates with account teams and provides training on best practices. Success in this role requires strong analytical and communication skills, a proactive problem-solving mindset, and the ability to thrive in a dynamic, fast-paced environment while managing relationships across all levels of the organization.
Key Responsibilities:
- Develop and enhance complex financial models, reporting templates, and processes to improve reporting accuracy and efficiency and support strategic initiatives.
- Support continuous improvement of financial processes and infrastructure
- Analyze and translate financial data reviews into actionable insights, and strategic recommendations to leadership and support internal account teams.
- Ensure expectations are met for internal and client reporting processes by maintaining ongoing communication with account team members, and troubleshooting as necessary.
- Provide training where necessary to ensure best practices are followed.
- Assist in preparing presentations for internal stakeholders.
Education: Bachelor’s degree in Finance, Accounting, Economics or a related field required.
Professional Skills and Requirements:
- 2–5 years of experience in financial analysis or related role; agency experience is a plus.
- Strong Excel and financial modeling skills;
- Familiarity with BI tools (especially PowerBI) is a plus