FP&A Lead
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
FP&A Lead driving budgeting, forecasting, cash planning, and performance reporting for ProSciento’s clinical research operations. Partnering with leaders on profitability, board reporting, and financial decisions.
Responsibilities:
- Lead the annual operating budget and three-year financial planning process across business units and departments
- Lead monthly and quarterly reforecasting of revenue, expenses, headcount, profitability, and other key financial metrics
- Maintain and enhance driver-based financial models for budgeting, forecasting, scenario planning, and decision support
- Partner with department leaders to develop financial assumptions, evaluate performance, and identify risks and opportunities
- Own and maintain the 13-week cash flow forecast and six-month cash outlook
- Monitor cash performance, liquidity requirements, and working capital drivers, including accounts receivable, unbilled revenue, and deferred revenue
- Identify cash flow risks and opportunities and provide analysis and recommendations to Finance leadership
- Lead budget-to-actual and forecast variance analysis across business units and departments
- Build and maintain financial and operational KPI dashboards and OPEX reporting
- Analyze backlog, bookings, burn, revenue conversion, margins, profitability, and other performance indicators
- Prepare board financial reporting and analysis, including performance, business unit results, cash position, forecasts, and key business drivers
- Support lender, sponsor, and other stakeholder reporting requirements
- Serve as a primary Finance partner to business unit leaders, providing guidance and decision support
- Partner with Pricing and Project Finance to evaluate study margins, project profitability, pricing assumptions, contract amendments, and change orders
- Assess the financial impact of contract amendments, change orders, project scope changes, and other commercial decisions
- Lead improvements to FP&A processes, financial models, reporting, controls, automation, and data quality
- Establish and maintain consistent financial planning methodologies, reporting standards, and processes
- Serve as an FP&A subject matter resource and support Finance leadership with strategic analyses, business cases, and special projects
- Perform other duties as assigned
Requirements:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field; or an equivalent combination of education and experience
- 5–8 years of experience in financial planning and analysis, corporate finance, or a related field
- Demonstrated experience leading budgeting, forecasting, financial modeling, and performance reporting processes
- Advanced Microsoft Excel and financial modeling skills
- Experience with ERP systems; NetSuite experience preferred
- Experience within a clinical research organization (CRO), life sciences, or professional services environment preferred
- Experience working within a private equity-backed organization, including exposure to board reporting, lender reporting or covenants, and transaction or exit-related financial analysis, preferred
- Experience with project-based revenue recognition preferred
- Experience with business intelligence tools such as Power BI or Tableau, or FP&A platforms such as Adaptive Planning or Planful, preferred
- Advanced knowledge of budgeting, forecasting, financial modeling, variance analysis, cash flow forecasting, and financial reporting
- Ability to translate financial and operational data into clear insights and actionable recommendations for financial and non-financial leaders
- Strong understanding of revenue, costs, margins, profitability, working capital, and other financial and operational performance drivers
- Strong business partnership skills with the ability to work effectively with business unit and functional leaders
- High degree of ownership and accountability for the accuracy and integrity of financial information
- Strong analytical and problem-solving skills
- Ability to work effectively in a fast-paced, resource-conscious environment and build or improve processes where established processes may not exist
- Ability to independently manage complex priorities, deliverables, and deadlines while collaborating across the organization
- Strong written and verbal communication skills, including the ability to present financial information clearly and concisely to senior leadership
- Continuous improvement mindset with an emphasis on financial reporting, automation, scalability, and process efficiency
- U.S. work authorization
Similar Jobs
Finance Business Partner – Product & Technology
Finance Business Partner guiding product investment, SaaS metrics, and workforce allocation at PVcase, whose software accelerates solar project development. Remote across Lithuania or Spain.
VP, Financial Planning – Analysis
VP leading FP&A strategy, forecasting, and financial modeling for OpenLoop’s nationwide telehealth infrastructure business. Advising executives and guiding growth across multiple businesses and acquisitions.
Financial Analyst – Accounting & Advisory
Financial Analyst preparing reports, forecasts, and research for a boutique advisory firm serving diverse businesses. Fully remote, supporting multiple client engagements and strategic decision-making.
Financial Analyst – Accounting, Advisory
Financial Analyst supporting a Bahamas advisory firm’s diverse clients with financial reporting, forecasting, and research. Translating business data into insights for strategic decision-making.
FP&A Analyst
FP&A Analyst owning investor reporting, forecasting, and value-creation analysis for onPhase’s growing SaaS business. Partnering with finance leaders, PE sponsors, and lenders remotely.
Head of Finance
Head of Finance owning financial models, reporting, payments, and strategy for a subscription-based DTC e-commerce company. Partnering with founders to improve unit economics and profitability.
Senior Manager, Financial Reporting
Senior Manager leading SEC reporting, debt offerings, M&A disclosures, and financial controls for ŌURA’s health-tracking ring and connected app business.
Middle Reconciliation, Finance PSP Analyst
Reconciliation/Finance PSP Analyst reconciling payment gateway transactions across banks and providers for international gaming company Gamingtec. Monitoring balances, resolving discrepancies, and supporting junior colleagues.
Staff Accountant – Financial Solutions
Staff Accountant managing accounting operations and bookkeeping workflows for BELAY’s Financial Solutions clients. Supporting reconciliations, payroll, month-end close, and client service remotely.
Investment Accountant
Investment Accountant managing close, statutory, GAAP, NAIC, audit, and controls reporting for Blue Cross Blue Shield of Arizona. Remote within Arizona.
Senior Financial Planning & Analysis Manager
Financial planning manager supporting BRG’s healthcare consulting practices with budgeting, forecasting, reporting, and profitability analysis. Building complex models and advising practice leaders on strategic financial decisions.
Senior Accountant – Virtual CFO
Virtual CFO Senior Accountant managing close, reconciliations, forecasting and financial reporting for client businesses. Anders provides full-service accounting, tax, audit and advisory services.
Chief Financial Officer (CFO), Business Advisor – Fractional or Outsourced CFO Experience
Chief Financial Officer advising solo and small law firms on pricing, profitability, cash flow, hiring, and growth. Building financial models, forecasts, and KPI dashboards for approximately 30 owners.
Working Student – Finance & Advisory, Entrepreneurial, Performance-Based
Werkstudent in der Finanzberatung mit Terminaufbau, Kundenanalyse und Follow-ups. Strukturierter Einstieg, Coaching und Perspektive ins Trainee-Programm.
Entry-Level Financial Professional, Training Provided
Financial consultants delivering personalized wealth, retirement, estate, and investment planning. Building client relationships while representing major North American financial companies.
Budget and Financial Planning Manager
UUA budget manager overseeing nonprofit operating and capital planning. Managing Workday Adaptive models, forecasts, analyses, and Programs & Ministries budgets.
Senior Strategic Finance Manager – Corporate Finance
Senior Strategic Finance Manager owning forecasting, planning, KPIs, and AI-enabled finance systems. Supporting Netlify’s platform for building, deploying, and scaling modern web applications.
Financial Institution Advisor
Financial Institution Advisor advising banks and credit unions on Glia’s Banking AI platform. Leading discovery, deployment strategy, executive workshops, and AI transformation guidance.
Module Lead – Industrial and Financial Systems
IFS Cloud Consultant implementing and supporting IFS ERP solutions for YASH Technologies’ business transformation clients. Configuring processes, integrations, testing, and post-go-live support.
Junior Financial Accounting Analyst – SAP
Analista Júnior de Contabilidade Financeira apoiando conciliações, faturas e lançamentos no SAP FI. Comunicação com equipes regionais da América Latina.