Financial Planning & Analysis Manager

Summary

Join Profound Research as their FP&A Manager and play a critical role in driving financial insight, budgeting, forecasting, and strategic planning. Translate financial data into actionable business intelligence for a rapidly growing clinical research site network. Partner with operational and executive leaders to improve financial and operational performance. Build financial models to support site-level performance evaluation, scenario planning, and investment decisions. Support M&A modeling, post-acquisition integration analytics, and financial due diligence efforts. Track and analyze clinical trial revenue trends, labor utilization, and cost efficiencies.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred)
• 5+ years of finance experience within investment banking, private equity, or in strategic finance at a high-growth company
• Advanced Excel modeling skills and proficiency in financial reporting software (e.g., NetSuite, Adaptive Insights, Power BI)
• Strong business acumen, analytical thinking, and attention to detail
• Effective communication and collaboration skills with both financial and non-financial stakeholders

Responsibilities

• Develop and manage the annual budgeting and forecasting process across departments and sites
• Prepare monthly and quarterly financial reports
• The FP&A Manager will play a critical role in driving financial insight, budgeting, forecasting, and strategic planning to support decision-making across the organization
• This role is instrumental in translating financial data into actionable business intelligence for a rapidly growing clinical research site network
• Partner with operational and executive leaders to deliver insights that improve financial and operational performance
• Build financial models to support site-level performance evaluation, scenario planning, and investment decisions
• Support M&A modeling, post-acquisition integration analytics, and financial due diligence efforts
• Track and analyze clinical trial revenue trends, labor utilization, and cost efficiencies
• Drive continuous improvement in planning tools, systems, and reporting processes
• Assist with Board materials, investor updates, and strategic presentations

Preferred Qualifications

• Familiarity with clinical trial billing, research site P&Ls, and startup operating environments
• Exposure to private equity-backed companies or organizations undergoing rapid growth