Financial Planning Analyst Lead

About the job

Role: Financial Planning Analyst Lead Location: Chennai, Tamil Nadu Experience: 6-10 Years Requirements: • Proven experience in FP&A, financial operations, and project finance, with expertise in budgeting, forecasting, and reporting. • Prior experience in Site Management Organizations (SMOs), Contract Research Organizations (CROs), or other clinical research environments. • Strong understanding of clinical trial budgeting, including site-level budget preparation, cost drivers, and protocol-driven financial planning. • Strong understanding of revenue recognition principles, accrual accounting, general ledger concepts, and financial close processes. • Experience in customer-facing finance roles, including contract financials, dispute resolution, and collections strategy. • Advanced proficiency in Microsoft Excel (financial modeling, pivot tables, dashboards); experience with Excel macros/VBA is an added advantage. • Strong hands-on experience with Power BI and Looker for building dynamic visualizations and executive dashboards. • Working knowledge of CRIO CTMS and SAGE is an added advantage. • Excellent communication skills with the ability to present financial data to diverse stakeholders. • Strong stakeholder management, including collaboration with cross-functional and international teams. • Demonstrated problem-solving skills and attention to detail in financial analysis and variance reporting. • Ability to manage multiple priorities and perform under pressure. • Self-driven and collaborative, with a proactive approach to new responsibilities. • Flexibility to extend work hours in the evening to support US stakeholders and global business needs.

Requirements

• FP&A
• Budgeting
• Forecasting
• Financial Reporting

Preferred Technologies

• FP&A
• Budgeting
• Forecasting
• Financial Reporting