FP&A Lead

POSITION SUMMARY:

The FP&A Lead is responsible for leading financial planning, forecasting, performance reporting, and analysis across the organization. This role owns key financial planning processes, including the annual operating budget, long-range planning, periodic reforecasting, cash flow forecasting, and business unit performance reporting.

Working closely with Finance leadership and cross-functional business unit leaders, the FP&A Lead serves as a primary financial partner to the business, providing financial insight and decision support related to revenue, profitability, headcount, operating expenses, capital expenditures, and other key business drivers. This role also will be a key contributor to board reporting and will partner with Pricing and Project Finance to evaluate study margins, profitability, and financial performance.

DUTIES AND RESPONSIBILITIES:

• Lead the annual operating budget and three-year financial planning process across business units and departments.
• Lead monthly and quarterly reforecasting of revenue, expenses, headcount, profitability, and other key financial metrics.
• Maintain and enhance driver-based financial models used for budgeting, forecasting, scenario planning, and decision support.
• Partner with department leaders to develop financial assumptions, evaluate performance, and identify risks and opportunities.
• Own and maintain the 13-week cash flow forecast and six-month cash outlook.
• Monitor cash performance, liquidity requirements, and key working capital drivers, including accounts receivable, unbilled revenue, and deferred revenue.
• Identify cash flow risks and opportunities and provide timely analysis and recommendations to Finance leadership.
• Lead monthly budget-to-actual and forecast variance analysis across business units and departments, identifying key trends, drivers, risks, and opportunities.
• Build and maintain financial and operational KPI dashboards and OPEX reporting.
• Analyze backlog, bookings, burn, revenue conversion, margins, profitability, and other financial and operational performance indicators.
• Prepare financial reporting and analysis for board materials, including quarterly and year-to-date performance, business unit results, cash position, forecasts, and key business drivers.
• Support lender, sponsor, and other stakeholder reporting requirements.
• Serve as a primary Finance partner to business unit leaders, providing financial guidance and decision support related to headcount, capital expenditures, vendor spend, and other business decisions.
• Partner with Pricing and Project Finance to evaluate study margins, project profitability, pricing assumptions, contract amendments, change orders, and other financial impacts throughout the project lifecycle.
• Assess the financial impact of contract amendments, change orders, project scope changes, and other commercial decisions.
• Lead improvements to FP&A processes, financial models, reporting, controls, automation, and data quality.
• Establish and maintain consistent financial planning methodologies, reporting standards, and processes across the organization.
• Serve as an FP&A subject matter resource to cross-functional stakeholders and support Finance leadership with strategic analyses, business cases, and special projects.
• Perform other duties as assigned.

JOB REQUIREMENTS / QUALIFICATIONS/EDUCATION:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; or an equivalent combination of education and experience.
• 5–8 years of experience in financial planning and analysis, corporate finance or a related field.
• Demonstrated experience leading budgeting, forecasting, financial modeling, and performance reporting processes.
• Advanced Microsoft Excel and financial modeling skills.
• Experience with ERP systems; NetSuite experience preferred.
• Experience within a clinical research organization (CRO), life sciences, or professional services environment preferred.
• Experience working within a private equity-backed organization, including exposure to board reporting, lender reporting or covenants, and transaction or exit-related financial analysis, preferred.
• Experience with project-based revenue recognition preferred.
• Experience with business intelligence tools such as Power BI or Tableau, or FP&A platforms such as Adaptive Planning or Planful, preferred.

KNOWLEDGE, SKILLS, AND COMPETENCIES REQUIRED

• Advanced knowledge of budgeting, forecasting, financial modeling, variance analysis, cash flow forecasting, and financial reporting.
• Ability to translate financial and operational data into clear insights and actionable recommendations for financial and non-financial leaders.
• Strong understanding of revenue, costs, margins, profitability, working capital, and other financial and operational performance drivers.
• Strong business partnership skills with the ability to work effectively with business unit and functional leaders.
• High degree of ownership and accountability for the accuracy and integrity of financial information.
• Strong analytical and problem-solving skills with the ability to identify trends, risks, opportunities, and inconsistencies.
• Ability to work effectively in a fast-paced, resource-conscious environment and build or improve processes where established processes may not exist.
• Ability to independently manage complex priorities, deliverables, and deadlines while collaborating across the organization.
• Strong written and verbal communication skills, including the ability to present financial information clearly and concisely to senior leadership.
• Continuous improvement mindset with an emphasis on financial reporting, automation, scalability, and process efficiency.

CONDITIONS OF EMPLOYMENT

Verification of educational requirements, employment history, professional references, and certifications/training and U.S. work authorization.

WORKING CONDITIONS AND PHYSICAL EFFORT

Work is normally performed in a remote arrangement based on approval from the department manager/supervisor.

The above job description does not imply these outlined duties are the only duties performed by this employee. The incumbent is expected to perform other related duties necessary for the effective operation of the department and company.

ProSciento reserves the right to change or alter any of the above duties and responsibilities according to the operational needs of the department and company.

ProSciento is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.