Financial Planning and Analysis Manager
Headlands Research
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Headlands Research: network of advanced clinical trial sites operating 20+ sites across the US and Canada
- Fully remote, temporary (6 months) FP&A Manager reporting to the CFO
- Create, update, and maintain detailed revenue forecasts submitted monthly by sites and update discounted pipeline forecast
- Prepare the monthly financial reporting package using data pulled from NetSuite and clinical volume data
- Produce documents shared with centralized accounting teams as part of the financial close process
- Work with departments and sites to prepare and consolidate the 2026 budget
- Partner closely with accounting on the monthly close process and improve predictability of financial results
- Work cross-functionally with other departments in execution of role duties
Requirements
- Basic Data Management: Understands general data management and database concepts and uses a database driven approach when constructing models
- Experienced Power Query User: Understanding of the main data cleaning tools (data consolidation, merge, append, pivot/unpivot), basic M code literacy for troubleshooting data cleaning models
- Visual Basic Literacy: Ability to read Visual Basic scripts to trouble shoot code used to consolidate and transcribe data between models
- Experienced Excel Table Object User: Must understand how to create and maintain Excel tables, pull Excel table data into Power Query, and employ tables to for data maintenance/lists
- Expert Level Functional Excel: fluent in basic excel operations – lookups, filters, aggregations, text parsing
- 5+ years of FP&A experience in high-growth companies, emphasis on financial modeling and budgeting
- Required BA/BS in Accounting, Finance, Economics, or other business-related field
- Multi-site business or healthcare experience
- Strong presentation, interpersonal and communication skills
- Detail-oriented with focus on accuracy and completeness
- Ability to thrive in dynamic environment under short timelines and changing priorities