Sr FP&A Analyst

Advarra; Wellesley (MA); Hybrid; USD 72,000 - 125,000; Full time

Benefits offered by this job

Variable bonus

Health coverage

Paid holidays

Job summary

Advarra, a leader in clinical research services, seeks a Senior FP&A Analyst in a hybrid Wellesley, MA office. The role focuses on financial planning, modeling, forecasting, and data analysis to support company-wide budgets and strategic decisions.

The position requires strong Excel skills and experience in FP&A, with a track record of translating data into actionable insights for senior leadership.

Qualifications

• 5+ years of progressive experience in FP&A, budgeting, financial modeling, or related finance roles
• Proficiency in financial modeling, data analysis, and Microsoft Excel
• Experience translating financial data into clear, actionable recommendations

Responsibilities

• Prepare and analyze financial reports, including budget vs. actual performance, variance analysis, and forecasts
• Partner with business unit leaders to translate objectives into financial plans and identify key drivers
• Apply knowledge of budgeting processes and cross-departmental business drivers to FP&A activities
• Develop and maintain financial models, forecasts, and planning templates for decision-making
• Resolve complex financial and operational issues with stakeholders across departments
• Support cross-functional projects and process improvement initiatives including automation
• Develop and present financial analysis and KPIs for non-finance audiences
• Support mergers and acquisitions due diligence and integration activities
• Identify opportunities to improve tools, templates, and analytics for forecasting and reporting
• Participate in continuous improvement efforts within FP&A and mentor junior analysts

Skills

Financial modeling

Data analysis

Microsoft Excel

Cross-functional collaboration

Education

Bachelor's degree in accounting or finance

Tools

NetSuite

Adaptive

Hyperion

Job description

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Sr FP&A Analyst

Locations

Showing 1 location

Wellesley, MA
Wellesley, MA 02481, USA

• Hybrid
• FP&A
• Full-Time

Description

At Advarra, we are passionate about making a difference in the world of clinical research and advancing human health. With a rich history rooted in ethical review services combined with innovative technology solutions and deep industry expertise, we are at the forefront of industry change. A market leader and pioneer, Advarra breaks the silos that impede clinical research, aligning patients, sites, sponsors, and CROs in a connected ecosystem to accelerate trials.

Company Culture

Our employees are the heart of Advarra. They are the key to our success and the driving force behind our mission and vision. Our values (Patient-Centric, Ethical, Quality Focused, Collaborative) guide our actions and decisions. Knowing the impact of our work on trial participants and patients, we act with urgency and purpose to advance clinical research so that people can live happier, healthier lives.

At Advarra, we seek to foster an inclusive and collaborative environment where everyone is treated with respect and diverse perspectives are embraced. Treating one another, our clients, and clinical trial participants with empathy and care are key tenets of our culture at Advarra; we are committed to creating a workplace where each employee is not only valued but empowered to thrive and make a meaningful impact.

Job Overview Summary

The Senior FP&A Analyst is a dependable and knowledgeable contributor within Advarra's FP&A function, applying strong working knowledge of financial modeling, forecasting, and analytical methods to support the company's financial planning process. This role interprets financial and operational data, applies established tools and best practices to a variety of complex, multi-step assignments, and provides recommendations that support departmental goals. Operating with substantial independence under broad direction, the Senior FP&A Analyst exercises sound judgment to resolve complex assignments, coordinates with cross-functional stakeholders, and may serve as an informal resource for junior analysts. This role also contributes to process improvement efforts that enhance the efficiency and accuracy of FP&A reporting and tools.

Job Duties & Responsibilities

• Prepare and analyze financial reports, including budget vs. actual performance, variance analysis, and forecasts, applying sound judgment to identify trends and recommend solutions
• Partner with business unit leader/budget owners to translate departmental objectives into financial plans, identifying key business drivers and cost-saving opportunities
• Apply strong working knowledge of Advarra's financial systems, budgeting processes, and cross-departmental business drivers to day-to-day FP&A activities
• Develop and maintain financial models, forecasts, and planning templates that support departmental and enterprise-wide decision-making
• Exercise sound judgment to resolve a variety of complex, multi-step financial and operational issues, coordinating with stakeholders across departments and escalating new, high-impact, or strategic issues as needed
• Support cross-functional projects and process improvement initiatives, including reporting automation and budgeting/forecasting methodology enhancements
• Develop and present financial analysis and KPIs, communicating data clearly to non-finance audiences
• Support the FP&A function's participation in cross-functional and enterprise-wide initiatives, including merger and acquisition due diligence and integration activities
• Identify opportunities to improve tools, templates, and analytics that support forecasting accuracy and reporting efficiency
• Participate in continuous improvement efforts within the FP&A function, recommending enhancements to processes and procedures
• May serve as an informal resource for junior FP&A analysts, sharing best practices in financial modeling and data analysis

Location

This role is open to candidates working a Hybrid schedule in our Wellesley, MA office location.

Basic Qualifications

• 5+ years of progressive experience in financial planning & analysis, budgeting, financial modeling, or related finance roles, or an equivalent combination of education and experience
• Proficiency in financial modeling, data analysis, and Microsoft Excel
• Demonstrated experience translating financial data into clear, actionable recommendations

Preferred Qualifications

• Bachelor's degree in accounting or finance, or equivalent combination of education and experience preferred
• NetSuite or comparable ERP/accounting software experience preferred
• Experience with financial planning and analysis software/tools (e.g., Adaptive, Hyperion, or similar) preferred
• Experience supporting merger and acquisition due diligence and integration activities a plus
• Strong written, verbal, and presentation skills
• Detail-oriented, with a strong focus on data accuracy and integrity
• Ability to manage multiple assignments and collaborate effectively with cross-functional stakeholders
• Strong business acumen with the ability to build relationships across cross-functional teams
• Proven ability to operate independently, exercise sound judgment, and manage multiple priorities with limited supervision

Physical and Mental Requirements

• Sit or stand for extended periods of time at stationary workstation
• Regularly carry, raise, and lower objects of up to 10 Lbs.
• Learn and comprehend basic instructions
• Focus and attention to tasks and responsibilities
• Verbal communication; listening and understanding, responding, and speaking

Advarra is an equal opportunity employer that is committed to providing a workplace that is free from discrimination and harassment of any kind based on race, color, religion, creed, sex (including pregnancy, childbirth, and related medical conditions, sexual orientation, and gender identity), national origin, age, disability or genetic information, or any other status or characteristic protected by federal, state, or local law.

The base salary range for this role is $71,955 - $125,109. Note that salary may vary based on location, skills, and experience and may vary from the amounts listed above. This position may also be eligible for a variable bonus in addition to base salary as well as health coverage, paid holidays, and other benefits.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.