Head of Financial Planning & Analysis

DelRicht Research • Metairie, LA

8d • Onsite

About The Position

DelRicht Research is a national network of integrated clinical research sites embedded within physician practices. The company operates 33 clinical research sites across 18 states and conducts clinical trials intended to provide patients with new treatment options and help bring medications through the clinical research process toward FDA approval.

The Head of FP&A owns and continuously improves DelRicht's financial forecasting, planning, and analytical decision-support capabilities. Reporting directly to the CFO, this highly visible, hands-on individual contributor role partners with executive leadership, clinical site operations, and cross-functional teams to develop forward-looking financial and operational forecasts, evaluate business scenarios, and identify risks and opportunities. The position requires strong financial modeling and analytical skills, business judgment, intellectual curiosity, and the ability to translate complex information into actionable recommendations.

This is a full-time, onsite position in New Orleans, Louisiana. The company emphasizes in-person collaboration; hybrid and remote work are not available, and preference will be given to local applicants.

Requirements

• Bachelor's degree with an emphasis on quantitative coursework; Finance, Accounting, Economics, Engineering, or a related discipline is preferred.
• At least 6 years of experience in financial planning and analysis, strategic finance, investment banking, management consulting, or another highly analytical business environment.
• Exceptional financial modeling skills and advanced proficiency in Excel or Google Sheets, including demonstrated experience independently building and maintaining complex financial models.
• Ability to develop financial forecasts, evaluate business assumptions, and translate operational drivers into financial outcomes.
• Strong understanding of financial statements, business economics, and the relationship between operational performance and financial results.
• Experience analyzing large or complex datasets and translating findings into actionable business recommendations.
• Demonstrated ability to use AI, automation, and emerging technologies to independently solve problems and improve analytical work quality and efficiency.
• Excellent written and verbal communication skills, including the ability to explain complex financial concepts and influence technical and non-technical audiences.
• Produce accurate, reliable work with analytical rigor and attention to detail.
• Strong analytical problem-solving skills and willingness to work directly through complex financial models, datasets, and business challenges.
• Ability to synthesize complex information into clear, actionable executive-level insights through structured analysis and effective visualization.
• Ability to proactively identify likely future outcomes, their significance, and potential business actions.
• Strong business judgment and confidence constructively challenging assumptions and influencing decisions.
• Ability to solve ambiguous problems independently, take initiative, and exercise sound judgment without significant direction.
• Intellectual curiosity and interest in understanding the operational drivers behind financial performance.
• Ownership and accountability for the quality and timeliness of work from inception through completion.
• Ability to manage competing priorities, meet tight deadlines, and adapt to a rapidly changing, high-growth environment.
• Self-motivated, energetic, positive, and highly organized.

Nice To Haves

• MBA or CPA.
• Experience with visualization platforms such as Power BI, Tableau, or Looker Studio.
• Familiarity with SQL, Python, or other analytical tools.
• Experience partnering with Data Science, Data Engineering, or Business Intelligence teams.
• Previous clinical research, healthcare, or multi-site operations experience.

Responsibilities

• Own and continuously improve the company's financial forecasting and planning processes, developing forward-looking revenue, expense, profitability, and operational forecasts.
• Independently build and maintain complex financial models that translate operational assumptions, business performance, and strategic initiatives into financial projections.
• Lead the company's long-range financial planning process, incorporating business assumptions, growth initiatives, and strategic priorities into integrated financial forecasts.
• Partner with clinical site and functional leadership across the U.S. to understand operational performance, anticipate risks and opportunities, and identify ways to improve financial outcomes.
• Develop a deep understanding of the operating model and key business drivers, connecting operational performance to financial results.
• Build scenario models to evaluate investments, resource allocation, growth opportunities, and other strategic decisions, and communicate financial implications and trade-offs.
• Analyze actual financial and operational performance against forecasts, budgets, and KPIs; identify variance drivers and recommend corrective actions.
• Analyze clinical research data to evaluate study, site, and company performance and identify actionable business insights.
• Prepare and present executive-level financial analyses, forecasts, dashboards, and recommendations to inform strategic and operational decisions.
• Partner with the Data Science & Engineering team to improve financial data quality, reporting, forecasting capabilities, and information products.
• Identify opportunities to improve forecast accuracy, automate recurring analyses, and develop scalable financial processes and analytical tools.
• Proactively challenge business assumptions, identify financial and operational risks, and communicate recommendations to the CFO and executive leadership team.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Generous paid time off that grows throughout an employee's career with the company
• 401(k) with discretionary match/profit sharing
• Quarterly bonus plan

What This Job Offers

• Job Type: Full-time
• Career Level: Senior