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Sr FP&A Analyst II

Role overview

Summary

The Senior FP&A Analyst II role at Advarra focuses on applying advanced financial modeling and analytical expertise to inform financial strategy. This position operates with broad autonomy, resolving complex financial issues and leading process improvements while mentoring junior analysts. The role supports the company's mission to advance clinical research through effective financial planning.

Qualifications

  • Bachelor's degree in accounting or finance, or equivalent combination of education and experience.
  • 5+ years of progressive experience in financial planning & analysis, budgeting, financial modeling, or related finance roles.
  • Proficiency in financial modeling, data analysis, and Microsoft Excel.
  • Demonstrated experience translating financial data into clear, actionable recommendations for senior leadership.
  • Preferred: NetSuite or comparable ERP/accounting software experience

Responsibilities

  • Prepare and analyze financial reports, including budget vs. actual performance and variance analysis.
  • Coordinate and facilitate senior leadership and executive-level monthly financial reviews.
  • Lead the design, development, and continuous improvement of financial models and forecasts.
  • Mentor and train less experienced FP&A analysts.

Key facts

Hard skills

Other skills

  • Forecasting
  • Budgeting
  • Microsoft Excel
  • Communication
  • Problem Solving
  • Teamwork
  • Detail Oriented

About the company

Advarra logo

Advarra

  • Clinical Research (CRO)
  • SME
  • 501–1,000
Advarra advances the way clinical research is conducted: bringing life sciences companies, CROs, research sites, investigators, and academia together at the intersection of safety, technology, and collaboration. With trusted IRB and IBC review solutions, innovative technologies, experienced consultants, and deep-seated connections across the industry, Advarra provides integrated solutions that safeguard trial participants, empower clinical sites, ensure compliance, and optimize research performance. Advarra is advancing clinical trials to make them safer, smarter, and faster. For more information, visit advarra.com.

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Job description

Company Information 

At Advarra, we are passionate about making a difference in the world of clinical research and advancing human health. With a rich history rooted in ethical review services combined with innovative technology solutions and deep industry expertise, we are at the forefront of industry change. A market leader and pioneer, Advarra breaks the silos that impede clinical research, aligning patients, sites, sponsors, and CROs in a connected ecosystem to accelerate trials.  

Company Culture  

Our employees are the heart of Advarra. They are the key to our success and the driving force behind our mission and vision. Our values (Patient-Centric, Ethical, Quality Focused, Collaborative) guide our actions and decisions. Knowing the impact of our work on trial participants and patients, we act with urgency and purpose to advance clinical research so that people can live happier, healthier lives.  

At Advarra, we seek to foster an inclusive and collaborative environment where everyone is treated with respect and diverse perspectives are embraced. Treating one another, our clients, and clinical trial participants with empathy and care are key tenets of our culture at Advarra; we are committed to creating a workplace where each employee is not only valued but empowered to thrive and make a meaningful impact. 

Job Overview Summary  

The Senior FP&A Analyst II is a recognized subject matter expert within Advarra's FP&A function, applying advanced financial modeling, forecasting, and analytical expertise to inform the company's financial strategy. This role interprets financial and operational data, evaluates cross-functional interdependencies, and develops actionable recommendations that influence departmental and enterprise-wide outcomes. Operating with broad autonomy and minimal supervision, the Senior FP&A Analyst II exercises independent judgment to resolve complex, non-routine problems, serves as an escalation point for financial issues, leads cross-functional process improvement initiatives, and mentors less experienced analysts. This role also proactively identifies and implements enhancements to FP&A tools, processes, and reporting to drive continuous improvement and business value. 

Job Duties & Responsibilities  

  • Prepare and analyze financial reports, including budget vs. actual performance, variance analysis, and forecasts, applying analytical judgment to identify root causes and implications 
  • Coordinate and facilitate senior leadership and executive-level monthly financial reviews, including the company's Quarterly Business Reviews (QBRs), ensuring accurate, timely reporting and alignment with business priorities 
  • Serve as a subject matter expert (SME) within the FP&A function, applying knowledge of Advarra's financial systems, budgeting processes, and cross-departmental business drivers 
  • Partner with business unit leader/budget owners to translate strategic objectives into financial plans, identifying key business drivers, risks, and cost-saving opportunities 
  • Lead the design, development, and continuous improvement of financial models, forecasts, and long-range plans that inform enterprise-wide strategic decisions 
  • Exercise independent judgment to resolve complex, non-routine financial and operational issues, coordinating across departments and applying root cause analysis and creative problem-solving 
  • Lead cross-functional projects and process improvement initiatives, including reporting automation, budgeting/forecasting methodology enhancements, and system implementations 
  • Develop and present financial analysis and KPIs, communicating data clearly to non-finance audiences 
  • Represent the FP&A function in cross-functional and enterprise-wide initiatives, including support of merger and acquisition due diligence, integration activities and new growth opportunities 
  • Design and implement new tools, templates, and analytics to optimize forecasting accuracy, report efficiency, and decision-making across the finance organization 
  • Champion continuous improvement within the FP&A function, identifying and implementing enhancements to processes, systems, and governance 
  • Mentor and train less experienced FP&A analysts, sharing best practices in financial modeling, data analysis, and business partnering 
  • Other duties as assigned 

Location  

This role is open to candidates working remotely in the United States. 

Basic Qualifications  

  • Bachelor's degree in accounting or finance, or equivalent combination of education and experience 
  • 5+ years of progressive experience in financial planning & analysis, budgeting, financial modeling, or related finance roles, or an equivalent combination of education and experience 
  • Proficiency in financial modeling, data analysis, and Microsoft Excel, with demonstrated ability to build, maintain, and troubleshoot financial models 
  • Demonstrated experience translating financial data into clear, actionable recommendations for senior leadership 

Preferred Qualifications  

  • NetSuite or comparable ERP/accounting software experience strongly preferred 
  • Experience with financial planning and analysis software/tools (e.g., Adaptive, Hyperion, or similar) preferred 
  • Experience supporting or participating in merger and acquisition due diligence and integration activities 
  • Strong executive presence with excellent written, verbal, and presentation skills 
  • Proven ability to operate independently, exercise sound judgment and manage multiple concurrent priorities with minimal supervision 
  • Demonstrated experience mentoring, training, or informally leading junior analysts 
  • Highly detail-oriented, with a strong focus on data accuracy and integrity 
  • Demonstrated ability to lead cross-functional projects and drive process improvements with minimal oversight 
  • Strong business acumen with the ability to build trusted relationships with cross-functional and executive stakeholders 

Physical and Mental Requirements 

  • Sit or stand for extended periods of time at stationary workstation 
  • Regularly carry, raise, and lower objects of up to 10 Lbs.  
  • Learn and comprehend basic instructions 
  • Focus and attention to tasks and responsibilities 
  • Verbal communication; listening and understanding, responding, and speaking 

Advarra is an equal opportunity employer that is committed to providing a workplace that is free from discrimination and harassment of any kind based on race, color, religion, creed, sex (including pregnancy, childbirth, and related medical conditions, sexual orientation, and gender identity), national origin, age, disability or genetic information, or any other status or characteristic protected by federal, state, or local law. 

The base salary range for this role is $90,000 - $128,000. Note that salary may vary based on location, skills, and experience and may vary from the amounts listed above. This position may also be eligible for a variable bonus in addition to base salary as well as health coverage, paid holidays, and other benefits.  

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