Senior Financial Backlog Analyst (Remote) jobs in United States
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WCG · 1 week ago

Senior Financial Backlog Analyst (Remote)

WCG is a company that provides clinical solutions aimed at enhancing the efficiency and effectiveness of clinical trials. They are seeking a Senior Financial Backlog Analyst to manage the consolidation and reporting of the company’s financial backlog, ensuring accuracy and adherence to standardized reporting while collaborating with various teams to resolve discrepancies and provide data insights.

Research
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H1B Sponsor Likelynote
Hiring Manager
Sandra Ancira, CDR
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Responsibilities

Consolidate and reconcile backlog data, including bookings and revenue, across multiple entities. Ensure accuracy and consistency in one unified report
Build and maintain detailed financial models in Excel to track backlog and revenue conversion. Implement proper version control for multiple workbook models and combine into a single auditable deliverable for management review
Produce monthly and quarterly backlog roll-forward analyses. Perform variance analysis on changes and work with FP&A leads to document commentary explaining the drivers behind the changes
Design, build, and maintain an Excel-based dashboard that visualizes key backlog metrics such as conversion rates, backlog aging, etc. Work with FP&A team to ingest into PowerBI and build dynamic dashboards
Drive automation and standardization of the backlog consolidation process. Streamline data aggregation and enforce the use of standard templates to increase efficiency and reduce errors
Collaborate with RevOps and FP&A leads to investigate and resolve backlog discrepancies and reconcile to ERP
Organize and analyze large amounts of financial data from numerous data sources to deliver reporting and presentations
May indirectly support or lead others through project assignments
Attendance and punctuality are essential functions of the position
Other duties as assigned by supervisor. These may, on occasion, be unrelated to the position described here

Qualification

Financial analysisExcelPowerBIBacklog reportingData analysisProject managementInterpersonal communication

Required

Bachelor's degree or equivalent work experience required
Minimum 5 years of experience in FP&A, accounting, or revenue operations, with direct responsibility for backlog, bookings, or revenue conversion reporting
Experience in a company with project-based professional service revenue contracts
Experience coordinating the compilation, analysis, and reporting of a large multi-subsidiary company
Exceptional Microsoft Office skills, especially Excel
Experience in financial analysis, internal reporting, and KPI & dashboard reporting
Experience working in a high pressure, deadline-oriented and dynamic environment
Experience managing projects to completion while actively working on projects
Must have strong interpersonal communication skills
Experience working effectively with and communicating financial data to senior leadership
Demonstrated ability to follow established policies
Must be able to influence decisions through data-driven analysis and cogent presentation
Must be able to work independently in an entrepreneurial environment and adapt to change
Must be comfortable presenting financial information to groups

Preferred

PowerBI reporting experience, preferred

Benefits

Comprehensive Benefits package - Health, Dental, Vision, Life Disability, 401k with match, and flexible spending accounts
Employee Assistance Programs and additional work/life resources
Referral Bonuses and Tuition Reimbursement
Paid time off including holidays, vacation, and sick time
Opportunities for career development with on-the-job training, certification assistance and continuing education reimbursement

Company

WCG

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WCG is a true partner to research sponsors, CROs, sites and participants in navigating the clinical research journey.

H1B Sponsorship

WCG has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (14)
2023 (12)
2022 (4)

Funding

Current Stage
Late Stage

Leadership Team

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Robert VanHees
Chief Financial Officer & Chief Administration Officer
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Todd Joron, BSc. MBA
CoFounder, Former President & Chief Operating Officer
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Company data provided by crunchbase