Director, Financial Planning and Analysis jobs in United States
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Velocity Clinical Research, Inc. · 9 hours ago

Director, Financial Planning and Analysis

Velocity Clinical Research, Inc. is seeking a strategic and analytically driven Director of FP&A to lead budgeting, forecasting, financial modeling, and performance analysis for their clinical research site management organization. This role involves partnering with executive leadership to deliver actionable insights that support site operations and long-term planning while overseeing financial reporting and team development.

Pharmaceutical

Responsibilities

Lead the company’s annual budgeting process, quarterly forecasting cycles, and multi-year financial planning activities
Develop financial strategies and scenario models to support corporate goals and growth initiatives, including new clinical programs, site expansions, and partnerships
Serve as a strategic advisor to executive leadership, providing actionable insights and recommendations
Build and maintain sophisticated financial models to assess revenue forecasts, study profitability, site performance, headcount planning, and capital investments
Analyze clinical trial economics, including enrollment projections, per patient reimbursements, direct study costs, and overhead allocation
Identify trends, risks, and opportunities influencing financial performance and recommend mitigation or optimization strategies
Oversee monthly and quarterly financial reporting packages, including variance analyses, KPI dashboards, and operational performance metrics
Partner with clinical operations, BD, HR and other functions as needed to evaluate functional performance and contribute financial insight to operational decisions
Standardize and improve reporting processes and tools to enhance accuracy, efficiency, and visibility
Support pricing strategy, proposals, and study budget development for new business opportunities
Work cross functionally to evaluate study pipeline impacts, resource needs, and site-level performance metrics (e.g., enrollment rates, labor utilization)
Collaborate with accounting to ensure alignment between FP&A outputs and financial statements
Lead, mentor, and develop a high-performing FP&A team
Advance analytical capabilities across the organization through improved tools, systems, and processes
Champion a culture of data-driven decision-making
Other duties as assigned

Qualification

Financial modelingQuantitative analysisClinical research financeAdvanced ExcelBI toolsCross-functional partnershipData-driven decision-makingMulti-site operationsCommunication skillsLeadership experienceTeam management

Required

Exceptional financial modeling and quantitative analysis skills
Strong understanding of clinical research financial drivers
Advanced proficiency in Excel and BI tools
Outstanding communication skills
Proven leadership experience, including team management and cross‑functional partnership
Travel as required, up to 10% of time
The role is on-site in the Durham, NC headquarters
Bachelor's degree in Finance, Accounting, Economics, or related field required; MBA or CPA strongly preferred
Ten (10) to fifteen (15) years of progressive FP&A experience, ideally within clinical research, pharmaceuticals, biotech, or healthcare services
Experience supporting multi‑site operational environments a strong plus

Preferred

MBA or CPA strongly preferred

Company

Velocity Clinical Research, Inc.

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Velocity is the world’s leading organization of fully integrated clinical research sites.

Funding

Current Stage
Late Stage
Total Funding
unknown
2021-04-08Acquired

Leadership Team

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Paul Evans
President and Chief Executive Officer
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Andrew Reina
Chief Revenue Officer (CRO)
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Company data provided by crunchbase