Project Analyst

Overview

This role creates and prepares corporate financial analyses and supports monthly, quarterly, and year-end financial reporting. Responsibilities include reviewing study-related revenues and costs in accordance with Generally Accepted Accounting Principles (GAAP), developing analytical tools and metrics to support data-driven management decisions, and performing duties in alignment with organizational policies and procedures.

Responsibilities

Study-Specific Analysis

• Partner with business development and budgeting & contracting teams to maximize revenue and achieve revenue objectives.
• Manage the monthly revenue recognition process.
• Prepare financial analyses at the study, department, and company level.
• Support maintenance and review of monthly revenue and cost projections based on the clinical execution plan.
• Prepare final study reconciliations.
• Prepare profit and cash flow analyses.
• Assist with preparation and submission of site visit payments and sponsor billings.

Corporate Budgeting and Planning

• Assist with developing, populating, and maintaining corporate budgeting and forecasting tools for variance reporting, cost control, and cash forecasting.
• Partner with key business leaders to drive analytics, planning, and feedback loops for continuous performance improvement.
• Develop dashboards and toolsets to support decision-making and performance monitoring.

Financial Reporting

• Assist in preparation of monthly, quarterly, and annual financial reports in accordance with GAAP.

Requirements

Education and Experience

• Bachelor’s degree from a four-year college or university in accounting, finance, economics, or a related business field.
• 3–5 years of financial analyst experience in a clinical research setting or similar environment.
• And/or an equivalent combination of education and experience.
• Revenue recognition and cost accounting experience is a plus.
• CPA/CMA certification preferred but not required.

Skills, Knowledge, and Abilities

• Experience with month-end/quarter-end/year-end close and financial statement generation.
• Ability to work independently while partnering across functions.
• Strong ability to organize data and communicate clearly and professionally with management, sponsors, and vendors.
• Ability to collaborate with FP&A professionals and business counterparts with limited or no FP&A experience.

Language Ability

• Ability to read and interpret commercial contracts, Standard Operating Procedures (SOPs), Work Instructions (WIs), procedural manuals, governmental and clinical regulations, and similar documents.
• Ability to communicate effectively with employees, cross-departmentally, in management groups, and in group meeting settings.

Math Ability

• Ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals.
• Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

Reasoning Ability

• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to interpret a wide variety of technical instructions in mathematical or diagram form and handle abstract and concrete variables.

Computer Skills

• Excellent Excel skills, and proficiency with standard Microsoft Office tools including Word, PowerPoint, Teams.
• Ability to quickly learn and use new software systems.
• Hands-on experience with accounting software packages such as NetSuite, QuickBooks, or equivalent.

Location

Work is normally performed in a typical interior/office environment, remotely or in a hybrid arrangement based on approval from the department manager/supervisor.