Financial Analyst
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Job Description
Financial Analyst managing budgets, forecasts, billing, and reporting for Clario’s global clinical research projects. Supporting Project Managers and finance teams to deliver accurate project financials.
Responsibilities:
- Establish and maintain financial project trackers for awarded contracts to monitor revenues, professional fees, pass-through expenses, project milestones, and overall financial performance
- Create and maintain funding agreements within financial systems to accurately track contractual commitments and project funding
- Develop initial and ongoing revenue forecasts, including deferred revenue and pass-through expense considerations
- Partner with Project Managers to review budgets and develop change orders based on actual project activity, financial trends, and scope modifications
- Create billing schedules for change orders and ensure invoices are generated accurately and aligned with client agreements and project timelines
- Update project trackers and financial budgets to reflect approved project amendments and scope changes
- Prepare and submit accurate invoices for assigned projects while ensuring all billable services and expenses are properly recorded and tracked
- Record and recognize project revenue in accordance with company policies and applicable accounting standards
- Monitor actual project fees and expenses against approved budgets and proactively identify and address financial variances
- Support collections activities by communicating with clients regarding outstanding invoices and resolving billing-related inquiries
- Prepare financial reconciliations, accruals, and ad hoc financial analyses to support client requests and business decision-making
- Maintain accurate financial records and provide timely financial reporting throughout the project lifecycle
- Collaborate with finance, project management, and operational teams to support process improvements and ensure financial compliance
- Perform additional duties and special projects as assigned
Requirements:
- Bachelor’s degree in accounting, Finance, Business Administration, or a related field
- Experience in financial reporting, accounting, bookkeeping, project finance, or financial analysis
- Experience supporting financial activities within a project-based environment preferred
- Advanced Microsoft Excel skills, including financial modeling, forecasting, reporting, and data analysis
- Experience working with financial management, ERP, project accounting, or project management systems preferred
- Strong understanding of budgeting, revenue forecasting, invoicing, accruals, and financial reconciliation processes
- Excellent written and verbal communication skills in English
- Outstanding attention to detail and commitment to accuracy
- Strong analytical and problem-solving skills with the ability to interpret financial data and provide actionable insights
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Strong organizational skills and the ability to work independently while collaborating effectively with cross-functional teams
- High level of professionalism, accountability, confidentiality, and customer service orientation
Benefits:
- Competitive compensation
- Private medical and dental insurance
- Life insurance coverage
- Wellness and learning programs to support professional growth and development
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