Senior FP&A Analyst

Job Description

Job Description

Description

Verista's 500 experts team up with the world's most recognizable brands in the life science industry to solve their business needs. The nature of our business is to empower growth and innovation within the scientific community and to help researchers, organizations, and companies solve some of the world's most pressing healthcare challenges. Verista provides innovative solutions and services that empower informed decision-making and are the result of our significant investment in our people and our capabilities.

Our ability to grow is driven by world-class people who thrive in a team environment and share our mission to enable life sciences clients to improve lives. Our talented and dedicated professionals are committed to making an impact every day.

Company Culture Guidelines & Values:

• We empower and support our colleagues
• We commit to client success at every turn
• We have the courage to do the right thing
• We encourage an inclusive environment where our colleagues feel respected, engaged, and challenged.
• We constantly acquire new skills and learn from our experiences to enhance our collective expertise

The Senior FP&A Analyst will support a group of Finance and Accounting professionals always making decisions based on Verista's mission, vision, and values. The Senior FP&A Analyst role reports to the FP&A Director to develop and ensure quality execution of financial planning and analysis in a timely manner. The incumbent will set an example of company culture of hard work, positive attitude, integrity, and strong interpersonal skills.

Senior FP&A Analyst Responsibilities:

• Track Bookings data weekly, provide comprehensive bookings / pipeline updates to senior management by evaluating, analyzing, and reporting appropriate wins, losses or movements in a pipeline
• Lead Monthly Bookings forecast process collaborating with Client Partners and executives to gather and incorporate key data and assumptions
• Manage Revenue forecast, revenue recognition and understand sales timing & impact on revenue
• Manage the monthly preparation and review of the Company's Financial Statements (Actuals/Budget/Forecast) including but not limited to: Cash Flows, Income Statement and Balance Sheet. Which includes the preparation of variance analysis and footnotes for financial statements. When needed, assist with key areas of the monthly closing process, such as revenue recognition
• Support the management in reviewing all of Sector deliverables (flash, monthly, quarterly and annually) to ensure accuracy and consistency. Discuss all questions or change recommendations with Sectors, and work to resolve in a timely manner. Publish various internal reporting packages to all stakeholders by the required dates
• Perform ad-hoc reporting as required by the needs of management, including but not limited to in-depth reviews of financial statement accounts by analyzing balance changes against trends
• Assist with the coordination of the annual budget process, including establishment of a budget calendar, preparing key financial schedule templates
• Assist in developing KPIs to track key initiatives and incorporate in existing reporting packages
• Lead the financial forecasting process, collaborating with department heads and executives to gather and incorporate key data and assumptions
• Prepare regular reports for the Board of Directors on the company's performance, including presentations for quarterly board meetings and ad hoc presentations as needed
• Develop dashboards and other standard monthly/quarterly reporting in Datarails
• Work collaboratively with Verista's private equity partner, providing data and analyses as requested; and act as a liaison to the private equity partner, fostering strong relationships and effective communication
• Serve as a sound back up to the FP&A Director to ensure business continuity
• Performs other duties as assigned

Requirements:

This position requires the following skills/job knowledge:

• Bachelor's Degree or equivalent experience required
• Minimum of 5 years of FP&A, corporate finance, or investment banking experience

Required Skills

• Advanced proficiency of Microsoft Excel, including expert knowledge of financial modeling, pivot tables, and professional formatting standards
• Advanced proficiency of Microsoft PowerPoint
• Intermediate proficiency of financial statement analysis and basic corporate finance concepts
• Prior experience in bookings forecast is preferred
• Applicants with a strong knowledge of Salesforce, Datarails reports development and Power BI would have a considerable advantage.

Required Abilities

• Excellent financial, communication, and interpersonal skills as well as an elevated level of personal motivation to achieve.
• Strong written communication skills
• Strong quantitative and analytical competency
• Strong technical finance and accounting knowledge
• Ability to adapt to a quickly growing organization and its needs
• Effective time management and prioritization skills, to manage multiple projects or tasks simultaneously

For US geography, the salary range for this position is shown below. The actual salary is dependent upon a variety of job-related factors such as professional background, training, work experience, location, business needs, market demand, and competitive market practice. Therefore, in some circumstances, the actual salary could fall outside of this expected range. This salary range is subject to change and may be modified in the future.

*Verista is an equal opportunity employer.

National (US) Range

$120,000—$125,000 USD

Benefits

Why Choose Verista?

• High growth potential and fast-paced organization with a people-focused culture
• Competitive pay plus performance-based incentive programs
• Company-paid Life, Short-Term, and Long-Term Disability Insurance.
• Medical, Dental & Vision insurances
• FSA, DCARE, Commuter Benefits
• Supplemental Life, Hospital, Critical Illness and Legal Insurance
• Health Savings Account
• 401(k) Retirement Plan (Employer Matching benefit)
• Paid Time Off (Rollover Option) and Holidays
• As Needed Sick Time
• Tuition Reimbursement
• Team Social Activities (We have fun!)
• Employee Recognition
• Employee Referral Program
• Paid Parental Leave and Bereavement

Verista collects and processes personal data in accordance with applicable data protection laws. If you are a California Job Applicant, see the privacy notice for further details.

For more information about our company, please visit us at Verista.com