Financial Analyst

24 hours ago

King of Prussia, United States Parexel International Corporation Full time

The Investigator Financial Analyst is expected to establish themself as a ‘co-pilot‘, along with the Project Leader (PL) and Finance Business Partner (FBP), in steering the investigator budget management for a set of projects. As such, the IFA acquires an understanding of the investigator budget economic drivers. They assist in translating the clinical conduct into a financial impact and proactively advising the PL & FBP on how to influence critical budget and cash flow levers in order to prevent negative impact project financials.


The IFA is the ‘go-to‘ person for broader Investigator Payment understanding or insight into defined projects. They interact directly with project leads to help set payment strategy, analyzing and reconciling the investigator records, identifying trends, developing recommendations and guiding future decisions on the basis of their impact on project financials and customer satisfaction.

The main success factors of this role include strong business acumen, strong grasp of investigator payment and project operations and their implications for financial performance, and strong technical, analytical and consulting skills. Investigator Financial analysts are expected to build business relationships across all areas of the organization, drive tactical investigator payment decisions, an become a trusted advisor to project teams (including clients).

Key Accountabilities

  • Leads the monthly investigator payment forecast cycle and supports project analysis requirements, including a review of accruals, costs incurred, contracts signed, and patients enrolled.

    • Meet with clients, clinical team members, and other members of the organization to gather information and/or explain the financial impact of the observed clinical conduct.

    • Ensure appropriate supporting documentation is available and that the forecast is aligned with operational plans. Complete all required variance analyses for the set of projects, with insight. Identify risks in the project forecast and to the budget. Communicate, document and manage these on an ongoing message. Understand alternative finance scenarios within a project with a degree of technical knowledge and business acumen.

  • Actively monitor the balance sheet positions of investigator budgets for projects within the portfolio. Initiate action as needed with project teams to keep balances current, improving DSO and cash flow.

  • Play a key role in initiating, building, and reviewing change in scope activity on assigned projects. Work with the project teams on an appropriate budget for the scope of work. Maintain/update simpler project budgets within relevant tools from post-award onwards including analysis and understanding on any subsequent changes in scope.

  • Create accurate, transparent, and timely financial analysis to support project teams in project decision making process; clearly articulate financial implications of business decisions / choices, and provide retrospective analysis as well as drive forward looking actions on simpler projects / contract types.

  • Provide updates on financial status of investigator payments for assigned projects and create information in response to any client financial reporting needs for assigned projects in the area of project reporting, forecasting, or transactional details for the projects within the portfolio.

  • Maintains project accrual data of investigator payments (Accrued liability).

  • Provides investigator reconciliation upon database lock and intermittent reconciliations as needed (Left to pay).

  • Works with the Investigator Payments Organization to troubleshoot any budget, accrual, reporting, forecasting, or payments issues arising on the project.

Skills:

  • Good interpersonal, oral and written communication skills.

  • Strong customer focus, ability to interact professionally within a client organization.

  • Ability to manage multiple and varied tasks with enthusiasm, prioritize workload.

  • Proficient in use of web based IT systems and MS Excel, PowerPoint, and Word.

  • Effective time management in order to meet daily metrics or team objectives.

Education:

  • A Bachelor‘s Degree or international equivalent in Accounting, Finance or Business.

  • Financial Analyst

    2 weeks ago

    King of Prussia, United States Liberty Personnel Services, Inc Full time

    Job DescriptionJob DescriptionFinancial AnalystHybridLiberty Personnel is working with an industry leading client seeking a Financial Analyst to add to their Finance Team.Responsibilities:Budgeting and Forecasting, both short and long term, reporting on variancesFinancial Modeling and Investment AnalysisGathering competitors information from the marketplace,...

  • Investigator Financial Analyst I

    3 months ago

    King of Prussia, United States PAREXEL Full time

    The Investigator Financial Analyst is expected to establish themself as a "co-pilot", along with the Project Leader (PL) and Finance Business Partner (FBP), in steering the investigator budget management for a set of projects. As such, the IFA acquires an understanding of the investigator budget economic drivers. They assist in translating the clinical...

  • Senior Financial Analyst

    4 weeks ago

    King of Prussia, United States TerrAscend Full time

    At TerrAscend, we are on a mission to shape the future of the cannabis industry by creating leading marijuana-based therapies for patients and developing premium products for legalized adult recreational use. We are one of the largest and fastest growing multi-state, vertically integrated cannabis operators in North America. We're on a roll and are just...

  • Revenue Forecast Analyst

    1 week ago

    King of Prussia, United States Liberty Personnel Services, Inc Full time

    Job DescriptionJob DescriptionRevenue Forecast Analyst - Asset ManagementAbout the Role:We are seeking a highly analytical and detail-oriented Revenue Forecast Analyst to join our dynamic asset management team. The ideal candidate will be responsible for developing, maintaining, and improving our revenue forecasting models for a diverse range of investment...

  • Transportation Analyst

    4 weeks ago

    King of Prussia, United States IntePros Full time

    IntePros is seeking a highly organized and detail-oriented Transportation Analyst to join a multi-national e-commerce company. In this role, you will report to the Transportation Billing Manager and be responsible for ensuring accurate billing allocations, tracking invoice activity, and supporting the monitoring and management of billing KPIs to ensure...

  • Sr. Business Analyst

    4 weeks ago

    King of Prussia, United States Boyd Consulting Partners Full time

    Our client, a local, growing Private Equity firm has a newly created need reporting directly to the Vice President of Finance & Data Analytics, the Business Analyst will act as a bridge across a number of functional areas, which will require working closely with the accounting/finance team, analytics team, investment teams, and fundraising teams, as well as...

  • Sr. Business Analyst

    4 weeks ago

    king of prussia, United States Boyd Consulting Partners Full time

    Our client, a local, growing Private Equity firm has a newly created need reporting directly to the Vice President of Finance & Data Analytics, the Business Analyst will act as a bridge across a number of functional areas, which will require working closely with the accounting/finance team, analytics team, investment teams, and fundraising teams, as well as...

  • Sr. Business Analyst

    3 weeks ago

    king of prussia, United States Boyd Consulting Partners Full time

    Our client, a local, growing Private Equity firm has a newly created need reporting directly to the Vice President of Finance & Data Analytics, the Business Analyst will act as a bridge across a number of functional areas, which will require working closely with the accounting/finance team, analytics team, investment teams, and fundraising teams, as well as...

  • Sr. Business Analyst

    5 months ago

    King of Prussia, United States NTT DATA Full time

    Job Description Req ID: 287603 NTT DATA Services strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.We are currently seeking a Sr. Business Analyst to join our team in Oaks, Pennsylvania (US-PA), United States (US). This...

  • Financial Systems Analyst

    3 days ago

    City of Industry, United States Hot Topic Full time

    Hot Topic is seeking a Finance System Analyst position that has a can-do attitude in exploring Finance related areas and learn about the Retail Industry. This person will work on a team that supports all financial aspects and compliance applications in the Hot Topic eco-system. To be successful in this role you will need to have strong analytical thinking...

  • Transportation Operations Specialist

    4 weeks ago

    King of Prussia, Pennsylvania, United States IntePros Full time

    Transportation Analyst RoleIntePros, a leading e-commerce company, seeks a detail-oriented Transportation Analyst to support the Transportation Billing Manager. The successful candidate will be responsible for accurate billing allocations, timely invoice reconciliation, and monitoring billing Key Performance Indicators (KPIs) to ensure financial accuracy and...

  • Application Analyst

    2 days ago

    King of Prussia, United States Universal Health Services, Inc. Full time

    Responsibilities One of the nation‘s largest and most respected providers of hospital and healthcare services, Universal Health Services, Inc. (UHS) has built an impressive record of achievement and performance. During the year, UHS was again recognized as one of the World‘s Most Admired Companies by Fortune; and listed in Forbes ranking of America‘s...

  • Sr. Financial Analyst, Global Operations

    2 months ago

    Americas, US-PA, King of Prussia, CSL Behring CSL Behring Full time

    The Opportunity:Reporting to the Senior Manager Finance Business Partner, Procurement & Supply Chain, as the Sr. Financial Analyst, Global Operations, you will play a key role in supporting financial analysis and decision-making by providing detailed financial modeling, data analytics, and strategic business collaboration. You will focus on delivering...

  • Recruitment Systems Analyst

    1 month ago

    King of Prussia, United States UHS Full time

    One of the nation’s largest and most respected providers of hospital and healthcare services, Universal Health Services, Inc. (UHS) has built an impressive record of achievement and performance. Growing steadily since its inception into an esteemed Fortune 500 corporation, annual revenues were $14.3 billion in 2023. During the year, UHS was again...

  • Recruitment Systems Analyst

    1 month ago

    king of prussia, United States UHS Full time

    One of the nation’s largest and most respected providers of hospital and healthcare services, Universal Health Services, Inc. (UHS) has built an impressive record of achievement and performance. Growing steadily since its inception into an esteemed Fortune 500 corporation, annual revenues were $14.3 billion in 2023. During the year, UHS was again...

  • Construction Project Accountant

    2 months ago

    King of Prussia, United States Robert Half Full time

    Job DescriptionJob DescriptionClient within the construction industry seeks a Construction Project Accountant with proven experience handling project billing, subcontractor payments and job costing. This role will be responsible for generating project schedules, processing contractor billings, reviewing supplier invoices, maintaining supplier documentation,...

  • Lead - Region Finance Manager

    4 weeks ago

    King of Prussia, United States AmeriGas Propane, Inc. Full time

    Requistion Number: 25113 When you work for AmeriGas, you become a part of something BIG! Founded in 1959, AmeriGas is the nations premiere propane company, serving over 1.5 million residential, commercial, industrial and motor fuel propane customers. Together, over 6,500 dedicated professionals will deliver over 1 billion gallons of propane from 1,800+...

  • Sales Account Executive

    22 hours ago

    King of Prussia, United States Centric Business Systems Full time

    PurposeThe primary responsibility for this position is selling business technology solutions through prospecting and cold calling.ResponsibilitiesTelephone prospecting & face to face cold callingConducting client needs analysisDevelop solutions for new and existing customers that include Hardware, Software and Managed Services within an assigned...

  • Wealth Management Advisor

    1 month ago

    king of prussia, United States Northwestern Mutual Full time

    Northwestern Mutual -Eastern Pennsylvania LIVE LIFE DIFFERENTLY French writer, Antoine de Saint-Exupery once wrote, “A goal without a plan is just a wish.” At Northwestern Mutual, Wealth Management Advisors help people create and implement a financial plan allowing them to translate those wishes into attainable goals. They strive to understand their...

  • Wealth Management Advisor

    6 months ago

    King of Prussia, United States Northwestern Mutual Full time

    Northwestern Mutual -Eastern Pennsylvania LIVE LIFE DIFFERENTLY French writer, Antoine de Saint-Exupery once wrote, “A goal without a plan is just a wish.” At Northwestern Mutual, Wealth Management Advisors help people create and implement a financial plan allowing them to translate those wishes into attainable goals. They strive to understand their...