Financial Analyst

Cogstate

3d•$100,000 - $110,000•Remote

About The Position

Cogstate is seeking a Financial Analyst to work with the existing Clinical Trials Finance Team and support the goals and objectives of the Clinical Trials division. The role is a subject matter expert in pricing external requests for proposals (RFPs), supports Project Managers with project financial matters, and creates internal monthly financial reporting. The Financial Analyst develops and maintains proposal pricing, change-order pricing, project forecasting trackers, and project codes in Oracle NetSuite. The role provides financial advice and assistance with monthly project billing and forecasting, reconciles project billing at project close, analyzes financial data, supports forecasting, and reviews customer profitability to help achieve divisional KPIs. It also develops reporting on profitability, staff utilization, and resourcing; provides ad hoc reporting to several internal teams; monitors employee time reporting; and assists the Financial Accounting team with Clinical Trials forecasts and estimates for potential contract income and timing. Cogstate describes itself as a virtual-first company. Employees may work remotely from locations where Cogstate is registered to do business in the United States, Australia, or the United Kingdom. The position is eligible for a short-term incentive bonus targeted at 10% of annual base salary, subject to plan terms. The stated wage range is $100,000–$110,000 USD.

Requirements

Bachelor’s degree in Accounting, Business, Management, or Finance.
At least 5 years of experience analyzing financial data and producing high-level reports.
Advanced Excel knowledge, including VLOOKUP, INDEX MATCH, and pivot tables.
At least 5 years of experience working within Clinical Trials as a vendor or sponsor.
Understand statements of work (SOAs), screened versus enrolled participants, and completed participants.
Excellent oral and written communication skills.
Strong attention to detail.
Ability to work autonomously while assisting daily operations of Clinical Trials Operations and Finance.
Self-motivated, with excellent time-management skills.
Computer skills to analyze financial information, identify trends, and make forecasts.

Nice To Haves

MBA, CPA, CFA, or Big Four experience.
Working knowledge of Oracle NetSuite.
Knowledge of statements of work (SOAs) and screened, enrolled, and completed clinical-trial participant measures is described as highly desirable.

Responsibilities

Create customer proposal pricing based on received RFPs, internal inputs, and company-approved standards.
Assist Project Managers with creating or reviewing customer change-in-scope pricing (change orders).
Coordinate with Business Development and provide regular updates on the financial details and contracting of proposals and change orders in development.
Coordinate and develop pricing and forecast trackers for newly signed projects, and provide ongoing support and analysis across projects.
Set up project forecast tracker files and project codes in Oracle NetSuite at contract setup.
Provide financial advice and assistance to the Project Management team for monthly billing and forecasting across the project portfolio.
Reconcile project billing financially at project close.
Analyze financial data and provide forecasting support.
Continuously review customer profitability analysis to help ensure divisional KPIs are achieved.
Develop and create reporting related to profitability, staff utilization, and staff resourcing.
Provide ad hoc reporting for Marketing, Business Development, and Clinical Trials Operations using internal Cogstate data and information.
Monitor and analyze monthly divisional employee time reporting, identifying and escalating concerns.
Assist the Financial Accounting team with consolidating forecasts for Clinical Trials studies and estimating future income and timing for high-probability and unsigned contracts in development.

Benefits

Short-term incentive bonus program with a target opportunity of 10% of annual base salary, subject to plan terms.
Remote work from locations where Cogstate is registered to do business in the United States, Australia, or the United Kingdom.
20 days of vacation leave, 10 days of personal leave, and 10 paid public holidays.
401(k) matching of up to 3% of yearly salary.
Competitive base salary and additional earning opportunities based on the position.
Health and dental insurance options with company contributions.
Free vision insurance for full-time employees.
Employer-sponsored short-term and long-term disability insurance and life insurance.
Healthcare and dependent-care flexible spending accounts.
Learning and development opportunities, including mentorship and assistance with programs to build knowledge or obtain applicable certifications.