Lead FP&A initiatives, develop finance strategies, manage financial risks, and support business development in Life Sciences.
As a member of our Business Transformation team, you work as an extension of our client’s team. Your work will focus on supporting the FP&A function of our client’s finance organization, including modeling, budgeting and forecasting, interim management, as well as high impact initiatives including restructuring, sell-side diligence, carve-outs, M&A integration, and other non-routine transactions. A Life Sciences background is required for this role.
Specific responsibilities include:
· Lead and/or support project teams engaged in the successful delivery of a wide range of FP&A initiatives aligning finance with business strategy.
· Help develop Finance strategies by assessing a client’s business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets.
· Develop and apply an understanding of sales and spending trends, to manage financial risk and identify opportunities.
· Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions.
· Identify and support CFGI business development initiatives; participate in and lead all aspects of the proposal development process.
· Develop thought capital and disseminate information around current and emerging trends.
· Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace.
Who you are:
· Finance focused with a minimum of eight years’ experience in finance and/or accounting, with experience working in the Pharma, Biotech, Medical devices, or any other Life Sciences industries. Client service experience in top professional services firms (i.e., Big 4 or large regional) is highly preferred, but not required.
· Experienced with building a Gross-to-Net revenue model, as well as robust assumptions around research contract work, clinical trials, manufacturing, and commercial activities.
· Advanced understanding of the FP&A function within a finance organization.
· Extensive experience and understanding of three statement financials and associated modelling.
· Significant engagement management experience as well as business, practice, and people development. Ability to concurrently manage internal firm and external client requirements.
· Transactional experience (M&A, divestures, refinancing, capital raises) and associated scenario modelling a plus.
· Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial).
· Experience with Finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a plus.
· ERP technology understanding (SAP / Oracle / Workday, etc.).
· Experience leading a project, leading a project team and the ability to lead key requirement workshops with clients.
· Demonstrated ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for various finance transformation solutions.
Top Skills
Adaptive Workday
Alteryx
Anaplan
Cognos
Fusion
Onestream
Oracle
Oracle Hyperion
Planful
Power BI
SAP
Tableau
Workday
Similar Jobs
Artificial Intelligence • Enterprise Web • Machine Learning • Natural Language Processing • Software • Conversational AI • Automation
The Customer Success Manager will oversee client relationships post-sale, ensuring product adoption, managing renewals, and gathering customer feedback to enhance service delivery.
Top Skills:
AnalyticsAPIsCRMCx/Support SoftwareHTMLSaaSSQL
Artificial Intelligence • Enterprise Web • Machine Learning • Natural Language Processing • Software • Conversational AI • Automation
As a Senior Product Manager at Kustomer, you'll develop and execute product strategies, collaborate with cross-functional teams, analyze customer insights, oversee product lifecycle, and manage stakeholder communications.
Top Skills:
AIAutomationCRMProduct Management
Artificial Intelligence • Blockchain • Fintech • Financial Services • Cryptocurrency • NFT • Web3
Manage strategic credit and debit card partnerships at Coinbase, optimizing execution, aligning KPIs, and collaborating with marketing and product teams for growth.
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus