Senior Financial Analyst

This role will support the tracking and decision-making processes within our Clinical Development and R&D teams by identifying trends, evaluating business strategies, and helping the leadership team understand financial performance and variances within the business. This individual will develop and provide critical analysis of Clinical Projects/Trials and Next Generation R&D projects including functional and project P/L’s, SG&A spend mix, Capital Expenditure, and Project ROI analyses will all be part of the day to day, while working closely with business leaders to help interpret variances and identify actionable strategies.

This position reports to the CFO and will be joining a team dedicated to a culture of ownership and improvement, leveraging processes & systems, and driving analytics to support an exciting growth model for this $275M business. This is an ideal role for someone who is organized, holds themselves to a high standard, and wants to have an impact cross functionally in a global organization.

Job requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA a plus).
• Domestic and international travel could vary up to 25%
• 8 years of experience in financial analysis or related role, with a strong focus on financial modeling, project tracking, cross functional communication, and budgeting/forecasting.
• Proven ability to analyze and interpret financial data, identify trends, and provide actionable insights to leadership.
• Proficiency in financial modeling, forecasting, and reporting, with advanced Excel skills (pivot tables, macros, and financial functions).
• Experience with financial systems (e.g., Netsuite, Hyperion, BPC, etc…) and business intelligence tools (e.g., Power BI, data warehouses, etc…).
• Ability to work cross-functionally and effectively communicate financial information to non-financial stakeholders.
• Strong problem-solving skills and the ability to work independently and collaboratively in a fast-paced environment.
• Experience with variance analysis, and financial reporting/analysis for complex organizations.

Job responsibilities

1. R&D and Clinical Project Reporting & Analysis:

• Track and report on financial performance of R&D Innovation and Clinical Development projects, ensuring alignment with budgeted costs and timelines.
• Design, develop and own project reporting models to track performance, variances, leveraging your expertise in the NetSuite ERP & business partnership.
• Collaborate with project managers and department heads to monitor project progress and provide visibility into any potential financial risks or deviations.
• Provide detailed financial reporting and variance analysis for R&D and Clinical Development projects, identifying areas where corrective actions may be necessary.
• Continuously seek to develop new insights and identify positive/negative trends while building standardized reports.
• Identify key drivers cost streams, timing, and decision points that help the business make informed tactical decisions.
• Functional P/L reporting in relation to Budget, Forecast, and Prior Year, working with the functional leaders to explain, capture the reasons for variances and changes, while also developing actions to improve.
• Lead detailed cost analyses for Travel & Entertainment, Fleet Costs, Freight, and Logistics, identifying cost-saving opportunities and providing insights for optimization.
• Perform regular reviews and forecasting for the aforementioned cost categories, ensuring alignment with the budget and financial goals.

2. Financial Modeling & Forecasting:

• Build, refine, and maintain financial models to support budgeting, forecasting, and business strategy evaluation.
• Model and analyze Capital Expenditure and Clinical Projects incorporating market data and industry trends to assess NPV & IRR.
• Support the monthly and quarterly forecasting cycles, ensuring accuracy and completeness while providing clear financial summaries.
• Build and maintain models to evaluate current business strategies are effectively meeting financial targets.
• Perform “what-if” analyses to assess the potential impact of new initiatives or changes to business operations.

3. Ad Hoc Analysis & Reporting:

• Prepare and present financial summaries for key business reviews, providing insights on trends, performance, and areas requiring focus.
• Other analyses and support as assigned.

Job benefits

• Medical, Dental, Vision Insurance
• Life/AD&D
• Short- and Long-Term Disability
• 401(K) with large company match
• Health Saving Account (HSA) and Flexible Spending Account (FSA) with company match
• Wellness Program
• Employee Assistance Program (EAP)
• Generous Paid Time Off (PTO)

Disclaimer: The included statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of employees assigned to this position.