Financial Planning and Analysis

• Collaborate and deliver top quality scalable systems solutions
• Serve as a Technical Lead working closely with Tech Lead, Product Owners, and Architects
• Define and implement technical strategies and design solutions
• Design and build high-quality solutions that align with the technology blueprint and standard development processes
• Collaborate closely with architects to solve complex business challenges
• Contribute significantly to design strategies and development efforts to ensure quality outcomes
• Translate divisional initiatives into effective software solutions
• Develop sophisticated or multi-component applications and evaluate alternative approaches
• Analyze and recommend improvements to development policies, procedures, standards, and strategies

Principal Full Stack Engineer – Alternative Investments

• Deliver accurate, high-quality financial analysis and portfolio insights; serve as a trusted advisor on finance-related matters and influence portfolio and demand management decisions.
• Strengthen analytical rigor by establishing portfolio performance frameworks, developing investment theses, and leading end-to-end business case development.
• Drive clear attribution of value across technology initiatives through consistent measurement of outcomes, ROI, and resource effectiveness.
• Lead strategic planning, portfolio reviews, and full lifecycle business case management, including governance and controls.
• Partner closely with Finance VPs, Product, Platform, Engineering, and Data leaders, as well as Centers of Excellence (Tech Finance, Portfolio Costing), to support investment planning, forecasting, and value realization.
• Enable outcome-oriented decision-making by translating complex financial and portfolio data into clear, actionable insights for senior leadership.
• Build and maintain robust portfolio measurement frameworks to evaluate investment performance, delivery timing, and value realization.
• Design scalable, repeatable reporting structures that provide transparency from initiative-level execution through enterprise-wide views.
• Evaluate active and completed initiatives to identify value drivers and optimization opportunities.
• Mentor and develop a team of analysts, strengthening team capabilities, prioritization, and overall performance.

Director, Finance

• Responsible for providing financial and operational analysis to senior management in support of business unit decision-making
• Partners with senior management to support business planning and operational processes throughout the year
• Analyzes financial and operational data/performance metrics, communicates findings and risks and makes suggestions to improve processes
• Supports business unit management and other departments with informational requests and special projects
• Trains, supervises and develops Finance staff
• Manages the day-to-day performance of the Finance team

Finance Manager

• Recovering revenue through structured financial reconciliations across running and closing studies
• Accelerating cash collection by taking ownership of manual billing for a defined portfolio of central lab studies
• Improving client relationships by resolving invoicing queries accurately and in a timely manner
• Supporting the finance function's wider transformation as Cerba Research moves toward full SAP go-live
• Perform financial reconciliations across clinical studies — comparing revenues, budgets, and invoiced amounts, identifying variances, and driving resolution
• Execute manual billing for a defined portfolio of central lab studies, ensuring accuracy and timeliness
• Review and maintain project budgets, ensuring alignment with contract terms and reflecting subsequent change orders
• Monitor project revenues and expenses on a monthly basis, providing variance analysis for internal and external stakeholders
• Ensure accurate revenue recognition based on study progress, contract terms, and accounting standards
• Liaise with Accounts Receivable to support timely invoicing and payment collection
• Work cross-functionally with Project Managers, Finance, Lab Ops, and the Contracts & Proposals team to address financial questions and discrepancies
• Support internal and external audits by providing required financial documentation
• Contribute to automation initiatives, including financial reconciliation and profitability tracking tools

Project Finance Analyst

• Perform financial reconciliations across clinical studies — comparing revenues, budgets, and invoiced amounts, identifying variances, and driving resolution
• Execute manual billing for a defined portfolio of central lab studies, ensuring accuracy and timeliness
• Review and maintain project budgets, ensuring alignment with contract terms and reflecting subsequent change orders
• Monitor project revenues and expenses on a monthly basis, providing variance analysis for internal and external stakeholders
• Ensure accurate revenue recognition based on study progress, contract terms, and accounting standards
• Liaise with Accounts Receivable to support timely invoicing and payment collection
• Work cross-functionally with Project Managers, Finance, Lab Ops, and the Contracts & Proposals team to address financial questions and discrepancies
• Support internal and external audits by providing required financial documentation
• Contribute to automation initiatives, including financial reconciliation and profitability tracking tools

• Own and lead the end-to-end accounting function: close, GL, reconciliations, technical accounting, and GAAP financial reporting.
• Lead and scale the accounting team (currently: Controller, Accounting Manager, and two Staff Accountants).
• Drive a fast, repeatable, and audit-ready monthly close process with strong documentation and controls.
• Own Tapcheck’s relationship with our Big Four auditor, including audit planning, deliverables, and execution.
• Build the finance foundation for future SOX readiness and SOC 1 efforts.
• Own FP&A including budgeting, forecasting, long-range planning, KPI reporting, and executive financial packages.
• Own treasury operations including liquidity planning, cash forecasting, and banking relationships.
• Own debt / capital markets activities including lender reporting, covenant compliance, and capital strategy.
• Own tax strategy and compliance, managing external partners and ensuring proactive, accurate execution.
• Improve finance systems, workflows, and automation to support scale (Workday experience strongly preferred).
• Partner cross-functionally to ensure financial rigor, operational alignment, and high-quality reporting.
• Establish the governance, reporting, and operational discipline required for IPO readiness (even if not immediate).

VP, Finance – Accounting

• Creating, managing, and delivering high-quality, client-ready marketing materials
• Supporting the complete production process and timely delivery of financial product collateral
• Handling a range of recurring and ad hoc assignments such as research, reporting, and data sourcing
• Finding opportunities for continuous improvement, improving workflows through scalability, automation, and process optimization

Investment Production Associate

• Lead core FP&A activities, including annual budgeting, rolling forecasts, and long-range financial planning.
• Prepare and deliver clear, accurate board-level reporting, including executive summaries, key metrics, and forward-looking insights.
• Own variance analysis across actuals, budget, and forecast; identify trends, risks, and opportunities, and communicate drivers in a concise, actionable way.
• Partner with business leaders to support decision-making through scenario modeling, financial analysis, and performance tracking.
• Develop and maintain financial models that support strategic initiatives and operational planning.
• Leverage SQL and Power BI to analyze large datasets, build dashboards, and improve the accessibility and usability of financial insights.
• Help define and evolve how the FP&A function uses automation, advanced analytics, and AI-enabled tools to improve efficiency, accuracy, and insight generation.
• Mentor and support team members by sharing best practices, providing constructive feedback, and fostering a collaborative, inclusive team environment.
• Continuously improve FP&A processes, documentation, and controls to support scale and clarity.

FP&A Manager

• Deliver impactful and insightful analysis across the organization.
• Help execute Financial Planning and Analysis duties for the Fidelity Health organization.
• Support the annual planning cycle, provide insightful monthly P and L analysis, KPI management, and ongoing adhoc analytics.
• Consolidate business unit results and deliver a concise executive summary.
• Create detailed financial plans for revenue, expense, and headcount.
• Partner and communicate with business and Finance partners.
• Define key performance indicators (KPI) and support ongoing tracking efforts.

Senior Financial Analyst

• Responsible for developing and delivering financial analysis, due diligence, and strategic insights that enable effective decision‑making
• Ensures adherence to financial due diligence standards while supporting the execution of ET vendor deals
• Lead the preparation of financial deliverables, including price and quantity analysis, financial scenarios aligned to product strategy, and vendor pricing assessments
• Analyze vendor quotes and evaluate pricing proposals to ensure alignment with financial expectations and enterprise standards
• Drive effective deal execution and closure in partnership with Procurement, Product Management, Strategy & Planning, and ET Finance

Senior Manager, Finance

• Build and own updates to financial models for revenue, expenses, cash flow, headcount, and SaaS metrics
• Maintain and refine rolling forecasts and detailed budgeting templates
• Track and model SaaS performance indicators: ARR/MRR, churn, retention, CAC, LTV, cohort performance, etc.
• Construct monthly, and quarterly financial reports and metrics and analyze variances
• Dive into ad-hoc analytics requests, extracting insights and translating them into explanations and recommendations
• Support financial diligence, valuation modeling, and scenario analysis for potential M&A opportunities
• Assist with integration modeling and post-acquisition performance tracking as needed
• Partner with Sales, Marketing, and Customer Success to understand drivers of performance and model impacts at a granular level
• Participate in and reviews aspects of the month end close process
• Lead Sales commission variable compensation calculation and financial administration
• Ensure financial data integrity and alignment between actuals and models
• Prepare and deliver regular financial reporting to the VP of Finance & Accounting, COO, CEO, and Board of Directors
• Clearly articulate model assumptions, limitations, and insights to non-finance stakeholders

• Ensure compliance with company financial policies, procedures, and internal controls
• Support site controller/s and serve as the site cost accountant
• Perform cost and margin analysis, including standard cost reviews and ad hoc profitability assessments
• Partner with site controllers on month-end close, reporting, and financial analysis
• Prepare journal entries and general ledger account reconciliations in an accurate and timely manner
• Support internal control compliance and internal/external audit requests
• Identify and implement process improvements to support business growth and efficiency
• Develop and standardize templates and processes across multiple sites
• Perform ad hoc financial analysis and reporting as needed
• Travel up to 10%

Principal Accounting, Financial Analysis Specialist

• Developing and growing a client base and new business opportunities
• Introducing our services via video, telephone, and in-person meetings with new and existing clients
• Recruiting, evaluating, and placing finance and accounting professionals in full-time positions with our clients
• Delivering outstanding customer service to both clients and candidates
• Providing consistent communication and career guidance to candidates
• Participating in industry trade associations to increase our presence within the local finance and accounting community

Recruiting Manager, Finance and Accounting

• Ensure that financial reporting processes are designed and executed in accordance with GAAP
• Support internal and external audits and internal SOX audit activity
• Work with project managers to accurately record capital purchases
• Execute fixed assets physical inventory in accordance with company policy
• Assist in execution of annual physical inventories
• Provide support for preparing and loading annual cost center budgets
• Oversee monthly preparation of journal entries and account reconciliations
• Review and approve purchase requests
• Oversee intercompany balancing and research issues
• Prepare weekly, monthly, and quarterly financial reports

Financial Analyst

• Act as a trusted advisor to senior management and challenge the business with forward thinking approaches to accelerate growth, enhance operational efficiency, and increase profitability including:
• ROI analysis
• Investment prioritization
• Scenario planning/modeling
• Operational analysis
• Developing and refining meaningful management reporting
• Preparing business recommendations based on financial analysis
• Assist in development of regular financial forecasts that incorporate current business trends and strategies
• Driving continuous improvement in report and analysis automation
• Taking initiative and working independently to conduct special studies to analyze complex financial data
• Completing internal process review, documenting internal processes and providing recommendations for improved productivity and/or cost savings.

Financial Analyst, FP&A

• Deliver flawless presentations and marketing materials for Fixed Income and Global Asset Allocation strategies.
• Take responsibility for production and on-schedule delivery of financial product presentations.
• Compile, aggregate, and articulate fund and index performance, portfolio holdings, characteristics, attribution, market and economic data, competitor insights, peer group analysis.
• Ensure accuracy, quality, and consistency across all marketing materials.
• Drive continuous process improvement and innovation in workflows, automation, and efficiency.

Investment Production Analyst – Asset Management

• Monitor caregiver pay-to-bill ratios and identify margin leakage
• Maintain a rolling 6-12 month cash forecast
• Present financial clarity in weekly Level 10 meetings
• Oversee budget-to-actual variance
• Elevate financial literacy of leadership team

Strategic Financial Lead – Fractional or Retired CFO

• Deliver flawless presentations and marketing materials for Fixed Income and Global Asset Allocation strategies
• Take responsibility for the full production and on-schedule delivery of presentations
• Compile, aggregate, and articulate fund and index performance
• Ensure accuracy, quality, and consistency across all marketing materials
• Drive continuous process improvement and innovation by finding opportunities to scale workflows

• Maintain professionalism and confidentiality
• Deliver exceptional service to clients and advisors
• Use product knowledge to process financial and non-financial transactions accurately
• Follow legal and company procedures
• Participate in training and mentoring sessions
• Support a positive team culture

Client Representative

• Be the GM’s trusted finance partner. Partner closely with the GM and leaders across Product, Operations, Supply Chain to assign metrics to track performance and growth initiatives.
• Collaborate with the GM to drive accountability and results across teams.
• Provide financial insight to guide tradeoffs across initiatives, investments, and operational decisions.
• Define and measure key business performance metrics, identifying trends and opportunities to improve financial and operational outcomes.
• Conduct deep-dive analyses to uncover drivers of performance and areas for value creation.
• Evaluate growth opportunities, stress-test assumptions, quantify payback and risk, and develop business cases to inform strategic investment decisions.
• Produce briefings that include performance narrative, quantified options, recommended actions, assigned owners and success metrics.
• Develop a deep understanding of the business’s economic drivers and how they impact growth and profitability.
• Maintain an up-to-date, dynamic economic model; produce the monthly performance narrative highlighting risks, opportunities and plans.
• Convert analysis into dashboards, templates and self-service assets to enable cross-functional partners.

See all jobs on JobTailor

Principal Full Stack Engineer – Alternative Investments

Director, Finance

Finance Manager

Project Finance Analyst

Project Finance Analyst

VP, Finance – Accounting

Investment Production Associate

FP&A Manager

Senior Financial Analyst

Senior Manager, Finance

FP&A Manager

Principal Accounting, Financial Analysis Specialist

Recruiting Manager, Finance and Accounting

Financial Analyst

Financial Analyst, FP&A

Investment Production Analyst – Asset Management

Strategic Financial Lead – Fractional or Retired CFO

Investment Production Analyst – Asset Management

Client Representative

Senior Director, Strategic Finance