Associate Director, Clinical Financial Planning and Analysis

Jobtailor; Watertown (MA); On-site; USD 140,000 - 190,000; Full time

Job summary

Jobtailor is seeking an experienced FP&A professional to partner with Clinical R&D and Medical Affairs, driving budgeting, forecasting, and long-range planning. You will build financial models, KPIs, and reporting to shorten close cycles and enable strategic decisions.

The role requires 8+ years in biotech FP&A, advanced Excel/PowerPoint, and experience with NetSuite, Planful, and Adaptive. MBA/CPA preferred; public company experience a plus. This is an on-site opportunity in Watertown, MA.

Qualifications

• 8+ years of FP&A experience in biotech/life sciences, preferably public companies.
• Proven expertise in budgeting, forecasting, and resource allocation using industry best practices.
• Advanced Excel and PowerPoint skills; strong financial modeling ability.
• Knowledge of US GAAP and financial statements.

Responsibilities

• Serve as the trusted FP&A partner for Clinical R&D and related functions, including Medical Affairs.
• Develop clinical-trial KPIs and recommend accruals in partnership with Clinical R&D and Accounting.
• Lead monthly financial analyses and contribute to close activities.
• Lead annual budget, quarterly reforecasts, and long-range planning for Clinical R&D.
• Create financial plans and provide insights for decision-making.
• Prepare monthly/quarterly variance analyses and reporting for executives.

Skills

Budgeting

Forecasting

Variance Analysis

Financial Reporting

Cost Management

KPI Development

Financial Modeling

Trend Analysis

Resource Allocation

Expense Recognition

Education

Bachelor's degree in Economics, Finance, Accounting, Business, or related field

MBA

CPA certification

Tools

NetSuite

Planful

Adaptive

Microsoft PowerPoint

Job description

• Serve as the trusted finance business partner for the Clinical R&D organization and associated functions, including Medical Affairs
• Understand business-performance drivers and their financial implications for clinical trials and cost categories
• Develop clinical-trial KPIs and recommend monthly and quarterly accruals in partnership with Clinical R&D and Accounting
• Lead monthly financial analysis and contribute to financial close activities
• Lead annual budgeting, quarterly reforecasts, and long-range planning for Clinical R&D functions and programs
• Create functional financial plans and provide insights for business decision-making
• Lead monthly and quarterly variance analyses for actual and forecasted Clinical organization results
• Develop and maintain function and program management reporting, analytical reviews, trend analyses, and dashboards for the Executive Team and Board of Directors
• Improve the planning system and associated processes with the VP of FP&A and team members
• Deliver monthly financial reporting packages with actionable insights to R&D Clinical and program leadership
• Build and maintain financial tracking to support active functional-spend management
• Review clinical-study vendor agreements, contracts, and purchase requisitions; partner with Accounting on expense recognition under US GAAP and company policy
• Identify and periodically review financial risks and opportunities
• Partner with Accounting on close processes, accruals, budget-versus-actual analysis, and internal-controls compliance
• Partner with Program Management to align activities, drivers, scope, and timing
• Support ad hoc strategic projects and new-indication planning
• Drive continuous improvement across Finance processes, communication, and information flow

Requirements

• Bachelor's degree in Economics, Finance, Accounting, Business, or related field
• 8+ years of relevant work and FP&A experience in the biotech life sciences sector, particularly public companies
• Track record of success in a small- to mid-size biotech culture
• Proven expertise developing comprehensive clinical-trial financial models and applying industry best practices to budgeting, forecasting, and resource allocation
• Advanced Microsoft Excel and PowerPoint skills
• Expertise with financial planning software such as Planful or Adaptive
• Expertise with ERP software such as NetSuite
• Knowledge of financial statements and understanding of US GAAP
• Excellent communication and interpersonal skills
• Excellent project-management skills and ability to collaborate cross-functionally
• MBA, CPA certification, and/or consulting experience highly preferred

Core Competencies

Demonstrates expertise in financial planning and analysis within the biotech life sciences sector, focusing on clinical trial budgeting, forecasting, and resource allocation. Proficient in developing financial models and delivering actionable insights to support strategic decision-making.

Highest-signal resume keywords

• Financial Planning And Analysis (FP&A)
• Clinical-Trial Financial Models
• US GAAP Compliance
• Advanced Microsoft Excel
• Financial Planning Software (Planful, Adaptive)

ATS Optimization Keywords

Hard Skills

• Budgeting
• Forecasting
• Variance Analysis
• Financial Reporting
• Cost Management
• KPI Development
• Financial Modeling
• Trend Analysis
• Resource Allocation
• Expense Recognition

Soft Skills

• Excellent Communication
• Interpersonal Skills
• Project Management
• Collaboration

Certifications & Qualifications

• MBA
• CPA Certification

Industry Keywords

• Biotech
• Life Sciences
• Clinical R&D
• Public Companies
• Financial Risk Management

Tools & Technologies

• Microsoft PowerPoint
• ERP Software (NetSuite)
• Financial Planning Software (Planful, Adaptive)