job specification

One of our clients, a USA Healthcare Commercialization firm, is looking for a Senior Business Analyst with experience in SOWs and Project Finance. This role would be focused on their Speaker Bureau operations (organization of medical conferences and congresses).

The Sr. Business Analyst is responsible for managing financial and operational aspects of assigned clients and their products. This role requires a high level of understanding of the assigned clients and products, various speaker bureau project types, and the ability to work independently.

The Sr. Business Analyst works closely with the Director and financial analysts to ensure accurate internal and external financial reporting, develop budget proposals and provide financial related support in client meetings.

Financial

● Oversee day-to-day financial operations for speaker bureau, including budget tracking, internal revenue accruals, forecasting and variance analysis.

● Develops Statement of Work (SOW), ensuring final sign-off by Director as required.

● Create and manage budgets and proposals, providing oversight for complex SOWs. Prepare speaker bureau specific budgets, accrual reports and monthly financial management updates

● Work closely with program directors on monthly accrual reports, reviewing and discussing as needed.

● Ensure accuracy in financial reconciliation data before releasing reports to clients

● Generate and distribute monthly accruals and budget reports for clients

● Provide invoicing amounts to Accounts Receivable to facilitate timely invoice submissions

Operational

● Ensures compliance with internal Standard Operating Procedures (SOPs) and client specific SOPs.

● Provides budget related support in client meetings as needed.

● Participates in accrual meetings with clients based on their SOPs.

● Contributes to process improvement initiatives to enhance financial operations.

Experience and Skills

● 2+ Years experience in budgeting · Proficiency in Excel functions for financial modeling and analysis.

● Strong financial analysis skills, including budget tracking, forecasting and variance analysis · Excellent understanding of internal SOPs and ability to ensure compliance

● Familiar with all internal and external SOPs.

● Strives to find process efficiencies by thinking outside the box and making recommendations for change.

● Knowledge of ERP systems, NetSuite a plus

● Excellent client facing skills, including comfortability with all types of client communications.

● Prior speaker bureau experience a plus