Bachelor's degree in Finance, Accounting, or related field, or equivalent experience.
7 to 10 years of finance experience, primarily in Financial Planning and Analysis.
Advanced proficiency in Microsoft Excel and PowerPoint.
Experience in a fast-growing technology company, clinical research organization, or pharmaceutical services is preferred.
Strong understanding of end-to-end data flows and reporting accuracy.
Responsibilities
Serve as a primary finance partner to departmental leaders during budgeting and forecasting cycles.
Own monthly financial reviews, including variance and trend analysis.
Translate financial findings into actionable insights for leaders.
Lead the monthly revenue forecasting process, incorporating various business factors.
Assess revenue forecast risks and opportunities, communicating changes effectively.
Lead capacity and utilization reviews against revenue projections and staffing levels.
Own governance and improvement of eCOA and IRT pricing engines.
Benefits
Flexible paid time off
Comprehensive benefits package
401(k) with company match
Friendly and passionate coworkers
Opportunities for professional growth and advancement
Full Job Description
About the Role
YPrime is seeking a Senior Financial Analyst to join our Finance and Accounting team. In this highly visible role, you will serve as a strategic finance partner to departmental and business leaders, helping them understand financial performance, evaluate investments, manage resources, and make informed decisions that support profitable growth.
You will lead key planning and analysis activities, including budgeting, forecasting, revenue planning, capacity and utilization analysis, and departmental financial reviews. You will also play an important role in supporting YPrime's IRT business unit, improving our eCOA and IRT pricing tools, and developing scalable reporting and insights using data visualization and AI-enabled tools.
Responsibilities
Serve as a primary finance partner to departmental leaders throughout the annual budget and forecasting cycles, identifying cost efficiencies, evaluating investment opportunities, and communicating material risks and recommendations.
Own monthly financial reviews for assigned departments, including variance, trend, and run-rate analysis against prior periods, forecasts, and budgets.
Translate financial findings into clear, actionable insights and recommendations for Finance and departmental leaders.
Lead the monthly revenue forecasting process, incorporating new business, project timing, scope changes, and evolving operational assumptions.
Assess revenue forecast risks and opportunities and clearly communicate the drivers behind changes, including timing and full-year impacts.
Lead monthly capacity and utilization reviews by comparing short-term and long-term revenue projections against current and planned staffing levels.
Own the governance, accuracy, and continuous improvement of YPrime's eCOA and IRT pricing engines.
Partner with Commercial Operations and business leaders to strengthen controls and improve the stability, scalability, and usability of pricing tools.
Partner with Operations to identify work-effort efficiencies that improve profitability and incorporate those insights into pricing, capacity, and utilization tools.
Serve as a strategic finance partner to the IRT business unit, advising leaders on financial performance, resource allocation, investment priorities, and emerging risks and opportunities.
Participate in the IRT Leadership Council and cross-functional initiatives, translating financial and operational insights into recommendations that support profitable growth.
Develop advanced analyses and scalable reporting using AI and data visualization tools to identify trends and improve decision-making.
Lead cross-functional initiatives that improve financial processes, productivity, reporting quality, and decision support.
Partner with executive leadership to define and monitor key performance indicators related to productivity, profitability, and growth.
Perform other duties as assigned.
Skills
Strong ability to synthesize complex financial and operational data into clear insights and business recommendations.
Demonstrated business partnership skills, including the ability to challenge assumptions constructively and influence decisions without direct authority.
Ability to work independently and prioritize effectively in an ambiguous, fast-growing environment.
Strong financial modeling, scenario planning, data visualization, and analytical capabilities.
Ability to produce accurate, executive-ready analyses and presentations with limited supervision.
Strong understanding of end-to-end data flows and the controls needed to maintain reporting accuracy and integrity.
Ability to communicate complex financial concepts clearly to financial and nonfinancial stakeholders.
Sound judgment and the ability to manage competing priorities and time-sensitive deliverables.
Excellent written and verbal communication skills.
Education & Experience
Bachelor's degree in Finance, Accounting, or a related field, or equivalent professional experience.
7 to 10 years of finance experience, primarily within Financial Planning and Analysis.
Advanced proficiency with Microsoft Excel and PowerPoint.
Experience working in a fast-growing technology company, clinical research organization, or pharmaceutical services company is strongly preferred but not required.
Must be authorized to work in the United States.
What are the Perks?
Flexible paid time off
Comprehensive benefits package
401(k) with company match
Friendly, smart, passionate, and hard-working coworkers
Opportunities for professional growth and advancement
