FP&A Lead

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the annual operating budget and the three-year financial planning process across various business units and departments.

• Direct the monthly and quarterly reforecasting of revenue, expenses, headcount, profitability, and other essential financial metrics.

• Maintain and enhance driver-based financial models for budgeting, forecasting, scenario analysis, and decision-making support.

• Collaborate with department heads to create financial assumptions, assess performance, and identify potential risks and opportunities.

• Manage and sustain the 13-week cash flow forecast and six-month cash outlook.

• Monitor cash performance, liquidity needs, and working capital drivers, including accounts receivable, unbilled revenue, and deferred revenue.

• Identify cash flow risks and opportunities, providing analysis and recommendations to Finance leadership.

• Conduct budget-to-actual and forecast variance analysis across business units and departments.

• Create and maintain financial and operational KPI dashboards as well as OPEX reporting.

• Analyze backlog, bookings, burn rate, revenue conversion, margins, profitability, and other performance indicators.

• Prepare financial reports and analyses for the board, including performance metrics, business unit outcomes, cash position, forecasts, and key business drivers.

• Assist with reporting requirements for lenders, sponsors, and other stakeholders.

• Act as a primary Finance partner to business unit leaders, offering guidance and decision support.

• Collaborate with Pricing and Project Finance to assess study margins, project profitability, pricing assumptions, contract amendments, and change orders.

• Evaluate the financial implications of contract amendments, change orders, project scope changes, and other commercial decisions.

• Drive enhancements to FP&A processes, financial models, reporting, controls, automation, and data quality.

• Establish and uphold consistent financial planning methodologies, reporting standards, and processes.

• Serve as a subject matter expert in FP&A and assist Finance leadership with strategic analyses, business cases, and special projects.

• Perform additional duties as assigned.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline; or a comparable combination of education and experience.

• 5–8 years of experience in financial planning and analysis, corporate finance, or a related sector.

• Proven experience in leading budgeting, forecasting, financial modeling, and performance reporting processes.

• Advanced skills in Microsoft Excel and financial modeling.

• Familiarity with ERP systems; experience with NetSuite is preferred.

• Background in a clinical research organization (CRO), life sciences, or professional services environment is preferred.

• Experience working in a private equity-backed organization, including exposure to board reporting, lender reporting or covenants, and financial analysis related to transactions or exits is preferred.

• Experience with project-based revenue recognition is preferred.

• Proficiency with business intelligence tools such as Power BI or Tableau, or FP&A platforms like Adaptive Planning or Planful is preferred.

• Advanced understanding of budgeting, forecasting, financial modeling, variance analysis, cash flow forecasting, and financial reporting.

• Ability to convert financial and operational data into clear insights and actionable recommendations for both financial and non-financial leaders.

• Strong comprehension of revenue, costs, margins, profitability, working capital, and other financial and operational performance drivers.

• Excellent business partnership skills with the ability to work effectively with leaders from various business units and functions.

• High level of ownership and accountability for the accuracy and integrity of financial information.

• Strong analytical and problem-solving capabilities.

• Ability to work efficiently in a fast-paced, resource-conscious environment and to build or refine processes where established ones may be lacking.

• Capability 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.

• A continuous improvement mindset focusing on financial reporting, automation, scalability, and process efficiency.

• U.S. work authorization.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance plans.

• Retirement savings plan with company matching.

• Opportunities for professional development and continuing education.

• Flexible work arrangements and a supportive work environment.