Financial Planning Analyst

1 week ago


Cambridge, Massachusetts, United States Prometrika LLC Full time
Job Overview

Prometrika LLC is a comprehensive clinical research organization (CRO) renowned for its proficiency in clinical operations, data management, biostatistics, medical writing, and pharmacovigilance. We prioritize the human element of our work and its significance in enhancing lives through innovative approaches. Our clients range from national to international biopharmaceutical and medical device firms of varying scales.

**KEY RESPONSIBILITIES**

  • Assist in the formulation of budgets and proposals for new contracts within the Client Relations Department.
  • Engage with all departments to delineate project scope and develop precise budgets.
  • Coordinate interdepartmental meetings to ensure alignment with client expectations.
  • Effectively monitor project and contract timelines.
  • Evaluate out-of-scope scenarios and aid in drafting modifications to contracts.
  • Perform budget versus actual cost analyses to support project financial management.
  • Support the Head of Project Management in financial assessments and oversight.
  • Collaborate closely with the Senior Budget Analyst to enhance expertise and knowledge.
  • Participate in industry conferences and events as necessary.
  • Maintain accurate contact information in the CRM database, updating job transitions and company movements.
  • Become the in-house Subject Matter Expert in the CRM database (SharpSpring); contribute to the development of internal SOPs and train team members on CRM functionalities.
  • Oversee the business development pipeline in the CRM, ensuring client records are up-to-date.
  • Lead regular CRM database maintenance activities, involving team members as required.
  • Work with the Marketing Committee to utilize the CRM for business expansion and marketing strategies.
  • Carry out additional assigned tasks as needed.

**EDUCATIONAL REQUIREMENTS**

  • Bachelor's degree in Finance or Business is preferred.

**PROFESSIONAL EXPERIENCE**

  • A minimum of two years of experience working with budgets.
  • Experience with clinical trial budgets is advantageous but not essential.

**SKILLS AND QUALIFICATIONS**

  • Detail-oriented with a strong focus on accuracy.
  • Proficient in advanced MS Excel and MS Word, with expertise in modeling and forecasting.
  • Exceptional verbal and written communication skills.

**PHYSICAL REQUIREMENTS**

Candidates should possess sensory perception and muscle control capabilities, which may include vision, hearing, speech, strength, agility, dexterity, flexibility, steadiness, and reaction time.



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