ConcertAI · 10 hours ago
Senior Financial Analyst
Greater Boston
Full-time
Hybrid
Mid, Senior Level
3+ years expConcertAI is at the forefront of revolutionizing healthcare with cutting-edge AI and data solutions. The Senior Financial Analyst will be responsible for managing the budgeting and forecasting systems, preparing financial reports, and providing decision support across corporate functions.
AnalyticsArtificial Intelligence (AI)BiotechnologyOncologyPharmaceuticalSaaS
Responsibilities
Own, maintain, and administrate the ConcertAI’s budgeting and forecasting system – Workday Adaptive Planning
Develop and enhance the company’s Adaptive budget and forecast models and associated connections to NetSuite ERP and OfficeConnect enabled reporting
Manage and be the main contact with external resources for improving the company’s budget models and Adaptive dashboards
Prepare accurate and insightful financial reports, presentations, and dashboards for senior management and other stakeholders
Present complex financial information in a clear and concise manner to facilitate data-driven decision-making
Manage the consolidation of financials and other summary reports for monthly business reviews (MBR’s), budget, forecasts and three-year plans
Ensure timeliness and accuracy are met
Partner with corporate functions such as IT, HR, Legal, Accounting, Marketing, Facilities, etc. to provide monthly reporting with financial insights and support for strategic initiatives, and capital investments
Assess potential risks and opportunities related to various projects and provide quantitative analysis to aid decision-making
Develop and implement key performance indicators (KPIs) and metrics to monitor corporate performance and track progress against financial goals
Collaborate with corporate department heads to establish and monitor performance targets
Conduct scenario analysis to evaluate the financial corporate impact of various strategic initiatives and provide recommendations
Analyze and interpret financial results, highlighting key variances against budget, forecast, and prior periods
Identify trends, patterns, and areas of concern or opportunity
Provide recommendations for improvement and mitigation strategies
Work cross-functionally with Finance, Accounting, Sales Operations, Product Management, Operations, and senior management to synthesize information, gain alignment, and stay up to date on emerging trends and developments
Collaborate with Human Resources to own and maintain the company’s current and new hire employee roster to ensure labor cost forecasting is accurate and complete
Stay updated with industry trends, best practices, and emerging technologies in financial analysis systems and reporting
Identify opportunities for process improvements and automation to enhance efficiency and accuracy
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or a related field
Minimum of 3 years of experience with Workday Adaptive Planning, including Adaptive administrator, model and/or formula development
Prior financial planning, analysis, modeling or a related FP&A role, with a proven track record of delivering strategic insights and driving financial performance
Industry or client engagement experience within a high-tech, revenue generating Biotech, Life sciences or SaaS organization
Ability to think strategically and contribute to the development and execution of financial strategies
Proven experience working in cross-functional teams and building strong relationships with stakeholders
Strong analytical and quantitative skills with a deep understanding of financial analysis and modeling techniques
Expertise in Microsoft Excel and advanced modeling techniques (Pivot tables, Power Query, Power BI) and financial analysis software
Solid experience in financial forecasting, budgeting, and strategic planning
Sound understanding of business operations, financial principles, and industry dynamics
Excellent verbal and written communication skills, with the ability to convey complex financial concepts to non-financial stakeholders
Meticulous attention to detail, ensuring accuracy and reliability in financial analysis and reporting
Strong organizational skills to handle multiple projects simultaneously and meet tight deadlines
Occasional flexibility and willingness to work long hours and/or weekends may be required to meet deliverables
Preferred
A master's degree or professional certification (e.g., CFA, CPA) is highly preferred
Similar experience with Oracle Hyperion and/or NetSuite Planning and Budgeting may be considered, but Adaptive Planning experience is preferred
Experience within a large consulting firm or investment banking organization ideal
Understanding of PE or VC backed organizations
Experience with statistical analysis and data visualization and dashboarding tools is advantageous
Familiarity with financial planning software Adaptive Planning is a must have
Benefits
Competitive benefits
Company
ConcertAI
ConcertAI is an AI-powered SaaS data company that develops medical research tools in oncology.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$300MKey Investors
Sixth StreetDeclaration Partners
2022-03-29Series C· $150M
2020-01-13Series B· $150M
Leadership Team
Eron Kelly
Chief Executive Officer
J. Michael Myshrall
Chief Financial Officer
Recent News
2025-11-04
2025-11-02
Company data provided by crunchbase