FP&A Analyst

Overview

A clinical trial organization specializing in cardiology, metabolic disorders, renal, oncology, CNS, pulmonology, and vaccine research is seeking a Financial Planning & Analysis (FP&A) Analyst to support their Finance division. This is a remote, full-time position with a Monday-Friday day shift schedule.

Responsibilities

• Manage month-end reporting, including streamlining financial models, preparing Board and leadership performance packages, and conducting regional P&L analysis
• Collaborate with regional directors and site leadership to analyze financial performance, identify trends, and drive operational improvements
• Lead the annual budgeting process for site operations, including site-level budgets, corporate overhead, capital expenditures, and add-backs
• Support and enhance NetSuite Planning & Budgeting to improve forecasting accuracy and reporting efficiency
• Develop and maintain financial models for site-level performance analysis
• Oversee monthly cash flow reporting and improve cash forecasting accuracy
• Manage capital expenditure and add-back reporting, including ROI analysis for site investments and infrastructure projects
• Support the Revenue Cycle team with revenue reporting by location and therapeutic area
• Work with Controllership and Revenue Cycle teams to ensure accurate, timely, and insightful financial reporting
• Assist with integration of Realtime and NetSuite (ERP) data for comprehensive operational reporting
• Develop KPIs and dashboards to track site utilization, revenue per FTE, provider productivity, and other operational metrics
• Provide ad hoc financial analysis to support strategic decision-making and operational initiatives
• Represent the organization professionally in all interactions with staff, clients, and partners

Requirements

Education:

• Bachelor's degree in Finance or Accounting required
• CPA, CMA, or equivalent accounting qualification preferred; relevant FP&A experience considered

Experience:

• 5–7 years of progressive FP&A experience
• 1–2 years of experience in clinical trials or healthcare
• Experience supporting multi-site or multi-regional operations through financial modeling, budgeting, and forecasting
• Hands-on experience with large datasets, Excel-based analysis, and ERP systems; data migration or implementation experience preferred
• Experience with NetSuite and Power BI is a plus
• Proven ability to partner with operations leaders as a strategic financial advisor

Knowledge & Skills:

• Strong healthcare or clinical trials finance experience
• Advanced Excel skills, including complex formulas, pivot tables, and financial modeling
• Strong analytical, critical thinking, and problem-solving abilities with high attention to detail
• Excellent written and verbal communication skills, including presenting to senior leadership
• Ability to work independently in a remote environment while collaborating cross-functionally
• Experience with Power BI, Tableau, or similar visualization tools is a plus
• Strong business partnering, leadership, and stakeholder management skills
• Proficiency with Office 365 and related productivity tools
• Highly organized, adaptable, and able to manage competing priorities independently

Compensation & Benefits

• Base salary range: $75,000 - $85,000 per year (depending on experience)
• Health, dental, and vision insurance plans
• 401(k) plan with 4% match
• Tuition reimbursement
• Parental leave
• Employee referral program
• Employee assistance program
• Life insurance and disability insurance
• 15 days of paid time off plus 10 company holidays

Location

• Remote

Employment Equal Opportunity

Employment decisions are based on merit and business needs without regard to race, color, sex (including pregnancy and gender identity), citizenship status, national origin, ancestry, gender, sexual orientation, age, religion, creed, physical or mental disability, genetic information, marital status, veteran status, political affiliation, or any other factor protected by law. Reasonable accommodations are provided for handicapped and disabled employees in compliance with applicable laws.