Financial Research Analyst

Vertisystem; Stanford (CA); Hybrid; USD 57,859 - 71,635; Full time

Job summary

A financial services company is seeking a Finance Manager to oversee finance-related activities and support budget planning. The ideal candidate has over 6 years of experience in finance, strong analytical skills, and proficiency in financial tools. The role offers a hybrid or remote work arrangement based in Palo Alto, CA, with a pay range of $42.00 to $52.00 per hour.

Qualifications

• 6+ years of experience in finance, accounting, or related fields.
• Expertise in financial planning and budgeting for research or healthcare organizations.
• Strong leadership and communication skills.

Responsibilities

• Develop complex budgets, forecasts, and financial analyses.
• Lead sponsored project management, ensuring compliance with regulations.
• Analyze financial data and recommend solutions for efficiency.

Skills

Financial planning

Budgeting

Financial reporting

Project management

Data analysis tools

Education

Bachelor’s degree in finance or accounting

Master’s degree in Finance or MBA

Tools

Excel

ERP systems (Oracle, SeRA, Hyperion)

Power BI

Tableau

Job description

Overview

Client is seeking a Finance Manager (Finance Analyst 3) to support all finance-related activities, strategic initiatives, and multi-million-dollar budgets. This role partners with senior leadership to manage agreements, faculty metric bonuses, budget planning, and financial reporting for centrally-managed programs.

Base pay range

$42.00/hr - $52.00/hr

Key Responsibilities

• Develop complex budgets, forecasts, and financial analyses; run ad hoc reports and provide actionable insights to leadership.
• Lead sponsored project management, ensuring compliance with GAAP, Uniform Guidance, FAR, and other regulations.
• Analyze financial data, identify trends, and recommend solutions for operational efficiency.
• Implement and maintain internal controls, process improvements, and compliance programs.
• Supervise, coach, and support finance staff; provide training on new systems.
• Collaborate across teams in clinical research, academic medicine, and healthcare finance projects.

Required Skills & Experience

• Bachelor’s degree and 6+ years of experience in finance, accounting, or related fields.
• Expertise in financial planning, budgeting, and reporting for research or healthcare organizations.
• Advanced proficiency in Excel and ERP/financial systems (Oracle, SeRA, Hyperion, etc.).
• Strong project management, communication, and leadership skills.
• Knowledge of data analysis tools such as Power BI, Tableau, or similar.

Preferred

• Master’s degree in Finance, Accounting, Healthcare Administration, or MBA.
• Experience in academic medicine or healthcare finance.

Work Arrangement

Hybrid or fully remote, depending on operational needs.

Location

Palo Alto, CA