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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, forecasting, and reporting within Clinical Trials, utilizing advanced Excel skills and Oracle NetSuite for effective project management and profitability tracking.
Highest-signal resume keywords
Financial AnalysisForecasting SupportOracle NetSuiteClinical Trials ExperienceAdvanced Excel Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingData AnalysisChange Order PricingProject Billing ReconciliationProfitability AnalysisForecast Tracker DevelopmentVLOOKUPINDEX MATCHPivot TablesTrend Identification
Soft Skills
Excellent Communication SkillsAttention to DetailTime ManagementSelf-MotivatedAutonomous Work
Tools & Technologies
Oracle NetSuiteExcel
Certifications & Qualifications
Bachelor's Degree in AccountingMBACPACFA
Industry Keywords
Clinical TrialsChange OrdersFinancial ForecastingKPI AchievementVendor Management
Tech Stack
Tools & technologiesOracle
About the role
Key responsibilities & impact- Create pricing for customer proposals based on RFPs, internal inputs, and company-approved standards
- Assist Project Managers with customer change-in-scope pricing and Change Orders
- Coordinate with Business Development and provide updates on financial details and contracting for proposals and Change Orders
- Develop and coordinate pricing and Forecast Trackers for newly signed projects
- Set up project Forecast Tracker files and project codes in Oracle NetSuite
- Provide financial advice and assistance with monthly billing and forecasting to Project Management
- Reconcile project billing at project close
- Analyze financial data and provide forecasting support
- Review customer profitability analysis to ensure divisional KPIs are achieved
- Develop reporting related to profitability, staff utilization, and staff resourcing
- Provide ad-hoc reporting for Marketing, Business Development, and Clinical Trials Operations
- Monitor and analyze monthly divisional employee time reporting and escalate concerns
- Assist Financial Accounting with Clinical Trials forecasting and estimates of future income and timing for high-probability and unsigned contracts
Requirements
What you’ll need- Bachelor's degree in Accounting, Business, Management, or Finance
- MBA, CPA, CFA, or Big 4 experience highly desirable
- At least 5 years of experience analyzing financial data and producing high-level reports
- Advanced knowledge of Excel, including VLOOKUP, INDEX MATCH, and pivot tables
- At least 5 years of experience working within Clinical Trials as a vendor or sponsor
- Understanding of SOAs, screened versus enrolled versus completed participants highly desirable
- Working knowledge of Oracle NetSuite highly desirable
- Excellent oral and written communication skills
- Strong attention to detail
- Ability to work autonomously while assisting Clinical Trials Operations and Finance functions
- Self-motivated with excellent time management skills
- Computer skills for analyzing financial information, identifying trends, and making forecasts
Benefits
Comp & perks- Short-term incentive (STI) bonus program with a target bonus opportunity of 10% of annual base salary
- Remote work from anywhere where Cogstate is registered to do business within the United States, Australia, or the United Kingdom
- 20 days of vacation leave
- 10 days of personal leave
- 10 paid public holidays
- 401(k) matching up to 3% of yearly salary
- Competitive base salary plus additional earning opportunities
- Health and dental insurance with competitive company contributions
- Free vision insurance for all full-time employees
- 100% employer-sponsored short-term and long-term disability and life insurance
- Healthcare and Dependent Care Flexible Spending Accounts
- Learning and development opportunities, including mentorship and assistance with programs to improve knowledge or obtain certifications
