Senior Financial Planning & Analysis Manager

WCG Clinical; Bismarck (ND); Remote; USD 82,000 - 145,000; Full time

Job summary

WCG Clinical, Inc. is seeking a Senior Financial Planning & Analysis Manager to provide advanced financial leadership, reporting, and strategic partnerships across the business.

This highly visible role collaborates with senior Finance and Operations leaders to drive planning initiatives and champion data-driven insights for strategic decisions. The role includes mentoring team members, establishing best practices in financial modeling, and supporting acquisitions and continuous process

Qualifications

• Excellent Microsoft Office skills, especially Excel and PowerPoint.
• Experience with financial reporting systems, preferably NetSuite and Workday Adaptive Insights. PowerBI dashboards highly recommended.
• Minimum of 8 years in budgeting/forecasting, financial modeling, reporting, KPI/dashboard reporting.
• Able to scale processes and operate in an acquisitive/M&A environment with change.
• Outcomes-focused, with urgency and ability to work under pressure.
• Experience leading project teams to completion while being hands-on.
• Strong interpersonal communication with senior leadership.
• Ability to influence decisions through data-driven analysis and clear presentation.
• Experience presenting financial information to executive-level groups.

Responsibilities

• Serve as a financial partner to leadership and cross-functional teams across WCG.
• Prepare, consolidate, and present financial performance reports, forecasts, and strategic analyses for assigned units.
• Oversee and improve planning processes, reporting automation, and dashboards for actionable insights.
• Lead quarterly/annual business reviews with variance analysis and actionable plans.
• Develop headcount/resource planning models including labor, contractors, and capex/opex.
• Lead ROI analyses for projects and support M&A due diligence and integration planning.
• Mentor analysts and finance managers as the team scales.

Skills

Strong interpersonal communication

Leadership & mentoring

Data-driven decision making

Education

Bachelor’s degree in Finance or Accounting

Tools

NetSuite

Workday Adaptive Insights

PowerBI

Excel

PowerPoint

Job description

About WCG

WCG delivers transformational solutions that accelerate clinical research and advance human health. We serve the experts, innovators, and pathfinders on the frontlines of science and medicine—empowering them to develop breakthrough therapies while ensuring the risks of progress never outweigh the value of human life. Together, we stimulate growth, maximize efficiency, and shape the future of clinical trials.

Why WCG

At WCG, we invest in our people because you are the driving force behind our mission. When you grow, our impact grows. When you thrive, research accelerates. We empower you to build a meaningful career while advancing the work that improves lives.

What we offer:

Comprehensive health and financial protection – Medical, dental, vision, life and disability insurance, 401(k) with company match, and flexible spending accounts

Resources that support your whole life – Employee assistance programs and work/life balance tools

Investment in your growth – Referral bonuses, tuition reimbursement, on‑the‑job training, certification assistance, and continuing education support

Time to recharge – Paid holidays, vacation, and sick time

Pathways forward – Career development opportunities across One WCG

We practice transparency in everything we do, including compensation. The salary range for this position reflects our commitment to fair, competitive pay based on your qualifications, experience, skills, education, and location. Together, we'll find the right fit for your expertise and our shared mission.

Job Summary

The Senior Financial Planning & Analysis Manager will provide advanced financial leadership, reporting, analysis, and strategic partnerships to the assigned Division or business segment. This highly visible role collaborates closely with senior Finance and Operational leaders, driving comprehensive financial planning initiatives and championing data-driven insights for strategic decision making. The Senior FP&A Manager is responsible for leading complex strategic finance projects, mentoring team members, setting best practices in financial modeling and analysis, and serving as a trusted advisor in supporting business objectives and growth strategies—including those related to acquisitions and continuous process improvement.

ESSENTIAL DUTIES/RESPONSIBILITIES:

• Serve as a financial thought leader, developing strong partnerships with leadership and cross‑functional business partners at WCG.
• Lead preparation, consolidation, and presentation of financial performance reports, forecasts, and strategic analyses for assigned business units.
• Oversee and continuously improve financial planning processes, reporting automation, and metric dashboards to deliver actionable insights to executive management.
• Direct and facilitate quarterly and annual business reviews, including in-depth variance analysis, business drivers, and recommended action plans.
• Guide the development, maintenance, and accuracy of advanced headcount and resource planning models, including internal labor, contractors, and capex/opex spending.
• Lead the preparation and review of comprehensive ROI analyses for projects.
• Support corporate M&A activities by providing financial insight, due diligence support, and integration planning as required.
• Mentor or coach analysts and finance managers as the team scales or as project needs dictate.
• Represent finance in cross-functional strategic projects and initiatives; support or lead others through formal project management.
• Maintain up-to-date knowledge of industry trends, best practices, and regulatory requirements impacting financial planning and analysis.
• Other duties as assigned by supervisor. These may, on occasion, be unrelated to the position described here.

EDUCATION REQUIREMENTS:

• Bachelor’s degree required, concentration in Finance or Accounting.

CERTIFICATIONS/LICENSE/REGISTRATION REQUIREMENTS:

• None

QUALIFICATIONS/EXPERIENCE:

• Exceptional Microsoft Office skills, especially Excel and PowerPoint.
• Proven experience in leveraging financial reporting systems, preferably NetSuite and Workday Adaptive Insights. Experience developing and maintaining PowerBI dashboards highly recommended.
• Minimum of 8 years of experience in detailed budgeting and forecasting, financial modeling, financial reporting, and KPI & dashboard reporting. Must be able to rapidly assimilate financial data from disparate systems and databases to produce timely, accurate, and executive-level reporting and analysis.
• Must be comfortable building processes and looking for solutions to scale the organization and drive efficiencies. Must be comfortable in an acquisitive / M&A environment with continual additions and change.
• Quick learner who is outcome focused, with a strong sense of urgency and instincts to “go the extra mile.” Must thrive in high pressure, deadline-oriented, dynamic environments.
• Experience leading and managing project teams to completion while also being hands‑on.
• Must have strong interpersonal communication skills and the ability to work effectively with senior leadership.
• Demonstrated ability to follow established policies as well as effective verbal and written communication skills.
• Must be able to influence decisions through clear, data-driven analysis and cogent presentation.
• Experience presenting financial information to groups, including executive level.

SUPERVISORY RESPONSIBILITIES

None

TRAVEL REQUIREMENTS:

0% to 5%

Pay Range

USD $82,080.00 - USD $145,000.00 /Yr.

EEOC Statement

WCG is proud to be an equal opportunity employer – Qualified applicants will receive consideration for employment based on merit and without regard to race, color, national origin or ancestry, religion or creed, sex, sexual orientation, gender expression, gender identity, age, marital status, family or parental status, disability, genetic information, citizenship, veteran status, or any other legally recognized basis or status protected by federal, state, or local law. WCG complies with the Vietnam Era Veterans' Readjustment Act and Section 503 of the Rehabilitation Act. We promote a "One WCG" culture where all are welcome, respected, valued, and empowered to make a difference every day to advance clinical research.

Location

US-Remote

ID

2174

Position Type

Regular Full Time

Location Type

Remote