Financial Analyst/Investigator Grants

Overview

This role develops investigator grant/site budgets during the proposal process, including proposal budget revision generation, and supports clinical trial budgeting. Responsibilities also include managing and overseeing clinical site budgeting tools and performing other duties assigned by supervision in alignment with departmental processes and timelines.

Responsibilities

• Generate global investigator site budgets supporting the proposal process, coordinating with vendors and other third parties as appropriate and meeting the defined proposal production schedule.
• Assist, when needed, with coordination and accountability for the entire proposal preparation process, including coordination across operational areas to ensure timelines and deadlines are met.
• Support the proposal team with development of full project budgets using an Excel-based costing tool.
• Use financial formulas to capture appropriate details, unique budgetary needs, and map to client grids.
• Participate in the strategy meeting.
• Identify key components in proposal budgets and client materials and apply them to investigator grant site budgets.
• Develop full site budgets that accurately reflect study design and proposal assumptions.
• Assist with development of change orders for ongoing studies, including investigator grant budget development or revisions and justification for such changes.
• Communicate with clients to support the project team in delivering change orders and providing needed information to support adjustments.
• Maintain departmental records and meet internal and intercompany reporting requirements, including financial analysis of budgeted studies.

Requirements

• Bachelor’s degree or equivalent.
• Minimum 3 years of experience in site budgeting 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.

Skills & Competencies

• Strong knowledge of investigator grants development and site budgeting techniques.
• Microsoft Office Product Suite.
• Grants Manager or similar investigator site budgeting tools.
• Additional customer-related management tools as determined by Business Operations teams.
• Basic Medical Terminology.
• Ability to perform efficient quality control by recognizing problems and constructively identifying and articulating 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, among other benefits.

Location

• Candidates must be legally authorized to work in the country of employment without employer sponsorship.