Financial Analyst/Investigator Grants

Overview

This role develops investigator grant and clinical trial/site budgets during the proposal process, including proposal budget generation and revision support. You will also help maintain and manage clinical site budgeting tools and perform additional responsibilities assigned by supervision, in accordance with departmental processes and timelines.

Responsibilities

• Generate global investigator site budgets in support of the proposal process, coordinating with vendors and other third parties as needed and meeting the defined proposal production schedule.
• When required, assist with coordination and accountability across the full proposal preparation process, ensuring operational areas meet timelines and deadlines.
• Support the proposal team by developing full project budgets that reflect resourcing needs for requested services using an Excel-based costing tool.
• Use financial formulas to capture appropriate budget details, identify unique budgetary needs, and map costs to client grids.
• Participate in strategy meetings.
• Identify key proposal budget components and corresponding client material, and apply them to the investigator grant site budget.
• Develop complete site budgets accurately reflecting study design and proposal assumptions.
• Assist with change order development for ongoing studies, including investigator grant budget development or revisions and justification for requested changes.
• Communicate with clients to support the project team with delivery of change orders by providing necessary information to support budget adjustments.
• Maintain departmental records and support internal and intercompany reporting requirements, including financial analysis of budgeted studies.

Requirements

• Bachelor’s Degree (or equivalent).
• Minimum of 3 years’ experience in site budget and/or proposal development in the life sciences arena, preferably 3–5 years in a CRO environment.
• Outstanding interpersonal, written, and verbal communication skills.
• Demonstrated ability to work independently to deliver high-quality, client-ready operational budgets and proposals.
• Strong organizational and time management skills, including the ability to quickly shift priorities.
• Detail-oriented with a strong focus on quality.
• High proficiency in Excel and other Microsoft applications.
• Ability to work collaboratively in a team environment.
• Minimal travel required for company meetings.

Preferred Qualifications

• 3–5 years in a CRO environment.

Preferred Competencies

• Strong knowledge of investigator grants development and site budgeting techniques.
• Proficiency with Microsoft Office Product Suite.
• Experience with Grants Manager or similar investigator site budgeting tools.
• Experience with additional customer-related management tools as determined by Business Operations teams.
• Basic Medical Terminology.
• Ability to provide efficient quality control, identify issues, and articulate constructive solutions.

Compensation & Benefits

• Estimated compensation range: $55,000—$80,300 USD.
• Discretionary annual bonus eligibility.
• Health insurance.
• Retirement savings benefits.
• Life insurance and disability benefits.
• Parental leave.
• Paid time off for sick leave and vacation.

Additional Information

• Candidates must be legally authorized to work in the country of employment without employer sponsorship.
• Equal Opportunity Employer: employment decisions are made without regard to race, color, age, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other characteristics protected by law.

Fraud & Safety Notice

Recruitment scams may impersonate the organization and attempt to obtain personal, financial, or banking information. The employer will never request payment or sensitive financial information as part of the recruitment process.