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Project Financial Analyst

KBW Financial Staffing & Recruiting

Fremont (CA)

Remote

USD 80,000 - 100,000

Full time

Yesterday
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Job summary

A fast-growing life sciences company is seeking a Project Financial Analyst to optimize project performance and profitability. This fully remote role involves financial analysis, budgeting, and collaboration with project managers to ensure maximum value delivery. Ideal candidates will have 2+ years in project finance and strong communication skills.

Qualifications

  • 2+ years of experience in project-based finance required.
  • Background in CRO, healthcare services, or consulting is a strong plus.
  • Tech-savvy: comfortable with ERP, CRM, and analytics tools.

Responsibilities

  • Own and analyze project-level financials: forecasts, budgets, and actuals.
  • Monitor revenue performance and flag risk areas.
  • Prepare high-impact reporting and dashboards for leadership.

Skills

Financial analysis
Budgeting
Forecasting
Cost tracking
Margin analysis
Communication
Collaboration
Excel
Power BI
Tableau

Job description

A fast-growing, private equity-backed life sciences company based in the Boston area is scaling rapidly and expanding its finance function with the creation of a new Project Financial Analyst role.

This is a great opportunity for a finance professional who thrives in a dynamic, project-driven environment and enjoys collaborating cross-functionally to optimize project performance and profitability.

Why You Might Be Interested

  • Newly created role with visibility to senior finance leadership
  • Fully remote position with occasional travel (2–3x per year)
  • Rapidly growing business with ~$150M+ in annual revenue and strategic backing
  • Salary up to $100K + bonus

What You’ll Do

As a key partner to the VP of Finance, you'll serve as the go-to resource for project-level financial performance—providing critical insight across budgeting, forecasting, cost tracking, and margin analysis. Your work will help drive better decision-making, support project managers across business units, and ensure each initiative delivers maximum value.

  • Own and analyze project-level financials: forecasts, budgets, and actuals
  • Monitor revenue performance and flag risk areas across active engagements
  • Partner with project and operations leaders to identify cost inefficiencies and improve profitability
  • Lead scope change tracking and margin impact analysis
  • Participate in monthly performance reviews and quarterly planning cycles
  • Prepare high-impact reporting and dashboards for leadership and stakeholders
  • Provide financial modeling and decision support for complex or custom projects

Ideal Background

  • 2+ years of experience in project-based finance required
  • Background in a CRO, healthcare services, consulting, or other services industry is a strong plus
  • Confident communicator with a collaborative mindset—you’ll work across finance, project management, and executive teams
  • Tech-savvy: Excel whiz, and comfortable navigating ERP, CRM, and analytics tools (Power BI, Tableau, or similar)

This Role Is Great For Someone Who

  • Is looking for a high-impact finance role in a mission-driven, scaling organization
  • Enjoys working autonomously in a remote-first environment, but still values team interaction
  • Wants to build depth in both strategic finance and operational project support
  • Is energized by variety, challenge, and opportunities to improve process and profitability

If you're excited about joining a team where finance plays a hands-on role in strategic execution, we'd love to hear from you. For immediate consideration, please submit a copy of your resume to cgrassi@kbwfinancial.com

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