Client Finance Analyst I - Project Setup & Process Support

Posted 23 Days Ago
Hiring Remotely in United States
Remote
55K-74K Annually
Junior
Marketing Tech
The Role
The Client Finance Analyst I supports financial management for client portfolios, assists in project accounting, and manages invoicing and reconciliations.
Summary Generated by Built In

Client Finance Analyst I – Project Setup & Process Support

We are seeking a Client Finance Analyst to join our Project Setup team, serving as a critical liaison between our U.S. and Pune, India operations. This role is designed to provide strategic oversight, process insight, and hands-on support to ensure the success of our project setup team and ongoing software improvement. 

Key Responsibilities

  • Research & Analysis: Investigate and resolve non-standard or ad hoc project setup requests, conducting deep dives and gathering information that go beyond the capabilities of junior team members.
  • Liaison Between Global Teams: Act as the connection between the U.S. and India teams, ensuring alignment, consistency, and responsiveness across time zones.
  • Training & Support: Provide ongoing training and mentorship to the India-based project setup team, helping them navigate complex requests and improve execution quality.
  • Time-Sensitive Execution: Own and respond to urgent requests during U.S. business hours, ensuring timely and accurate handling of high-priority tasks.
  • Data Clean-Up Coordination: Lead and support data clean-up efforts, coordinating across teams to resolve issues and maintain data integrity.

This role will serve as the subject matter expert for our newly implemented Power App tool, which is central to our project setup process. Because our workflow is highly customized to meet specific client and business needs, the Client Finance Analyst I must take a proactive, hands-on approach to mastering the system.

  • Learn the Process: Use job aids, documentation, and collaboration with team members to understand the nuances of our bespoke setup requirements.
  • Get Hands-On: Dive into the tool and process, experimenting, testing, and troubleshooting to gain firsthand experience and insight.
  • Partner with IT: Collaborate with technical teams to provide feedback, test enhancements, and suggest improvements that make the tool more intuitive and effective.
  • Be the Go-To Resource: Support both U.S. and India teams by answering questions, resolving issues, and guiding others through the setup process.
  • Document & Share Knowledge: Create and maintain best practices, training materials, and process documentation to support scalability and consistency.

Required Skills & Attributes

  • Strong critical thinking and problem-solving abilities
  • Ability to see requests through to the end
  • Ability to provide business context and insight beyond transactional tasks
  • Comfortable with ambiguity and able to “color outside the lines” when business needs require it
  • Excellent communication and collaboration skills across global teams
  • Familiarity with financial systems and data entry tools

Nice to Haves

  • Background or experience in IT or computers
  • Experience in training and team support
  • Experience in Infor or PSA

#LI-REMOTE

Precision is required by law in some states or cities to include a reasonable estimate of the compensation range for this role. This compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to: skill sets, experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Precision, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.  This role is also eligible for a discretionary annual bonus, health insurance, retirement savings benefits, life insurance and disability benefits, parental leave, and paid time off for sick leave and vacation, among other benefits.
Reasonable estimate of the current range
$55,000$74,000 USD

Any data provided as a part of this application will be stored in accordance with our Privacy Policy. For CA applicants, please also refer to our CA Privacy Notice.

Precision Medicine Group is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, age, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other characteristics protected by law. 

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact Precision Medicine Group at [email protected].

It has come to our attention that some individuals or organizations are reaching out to job seekers and posing as potential employers presenting enticing employment offers. We want to emphasize that these offers are not associated with our company and may be fraudulent in nature. Please note that our organization will not extend a job offer without prior communication with our recruiting team, hiring managers and a formal interview process.

Top Skills

Excel
Salesforce
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The Company
HQ: New York, New York
960 Employees

What We Do

Precision AQ helps life sciences companies navigate the complexities of commercialization across a product’s lifecycle. Our team is comprised of experts, advisors, and creators working to ensure patients have access to life changing medicines.

Our global offerings include:
• Commercial Consulting & International Access Strategy
• HEOR
• Market Access Marketing
• Medical Communications & International Healthcare Communications
• Advertising, Branding, and PR
• Investor Relations and External Communications
• Data and Product Solutions
• Omnichannel Solutions

Our name, which stands for Precision Access Quotient, reflects our approach to removing barriers – fusing together science (IQ, or Intelligence Quotient) and empathy (EQ, or Emotional Quotient). The result is “AQ: Access Quotient”, a critical ingredient in navigating the therapy-to-patient journey informed by data-driven analytics and insights.

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