Financial Analyst II (Clinical Trial SaaS Platform)

CRIO is a fast-growing clinical research organization focused on streamlining the clinical trial process through advanced technology and data analytics. We are currently seeking a highly motivated and experienced FP&A Analyst to aid in the preparation of monthly financial package and forecast, annual budget, modeling, and Company KPI’s. As the FP&A Analyst I, you will be the primary owner of these processes which are essential to supporting the overall business operation and to meeting the reporting requirements of our Private Equity Owner.

Key Responsibilities:

• Support the development and implementation of detailed financial planning, budgeting, and forecasting processes.
• Conduct detailed financial analysis to support strategic decision-making, providing insights into business performance and financial trends.
• Assist in the preparation of monthly, quarterly, and annual financial reports and variance analyses.
• Assist in updating financial reporting models used for close, budgeting, and reforecasting processes.
• Assist in developing rolling forecasts and long-term financial plans
• Participate in reforecasting corporate expenses and updating the Long-Range Plan (LRP) during each budget cycle.
• Assist in updating balance sheet and cash flow forecasts
• Support the preparation of the monthly Corporate MOR (Monthly Operating Review) by gathering and analyzing relevant financial data.
• Assist in managing corporate expense reporting, ensuring timely and accurate distribution to department heads.
• Collaborate with the accounting teams to ensure the accuracy and timeliness of financial reports and analyses.
• Assist with various diligence requests from investors, ensuring all information is provided promptly and accurately.

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field required
• 3-5 years of experience in financial planning and analysis, accounting, or related roles.
• Strong analytical and problem-solving skills, with experience in financial modeling and variance analysis.
• Proficiency in financial systems and software, including advanced Excel and Google Sheet skills.
• Experience in budgeting, forecasting, and financial reporting, with an understanding of best practices in FP&A.
• Excellent communication skills, with the ability to present complex financial data to both financial and non-financial stakeholders.
• Detail-oriented with strong organizational skills, capable of managing multiple priorities and meeting deadlines.
• Ability to work independently and as part of a team, with a collaborative approach to problem-solving.

Benefits

• Work from anywhere
• Unlimited PTO
• 401k company match
• Healthcare
• Dental
• Vision
• Life insurance
• Professional development

Base Salary: $70,000 - $75,000

At CRIO, equality is a core tenet of our culture. We are committed to building an inclusive global team that represents a variety of backgrounds, perspectives, beliefs, and experiences. The more diverse we are, the richer our community and the broader our impact. Employment decisions are made on the basis of job-related criteria without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other classification protected by applicable law.