The Financial Analyst will be responsible for supporting financial planning, budgeting, forecasting, and financial analysis. This role will prepare financial reports, perform cost and profitability analysis, support financial modeling and reporting activities.
DUTIES & RESPONSIBILITIES
- Boosting the organization’s financial performance through the analysis of financial results, forecasts, variances, and trends.
- Keeping and maintaining accurate financial projections.
- Designing and developing several financial models to support planning, and forecasting.
- Implementing technical tools such as Power BI, Tableau, Dashboards, Macros, Excel formulas and functions to handle financial issues.
- Creating and maintaining various spreadsheets and dashboards to support analysis and provide insight.
- Increase productivity by developing automated reports.
- Extract, compile, and summarize the financial transactions data to develop meaningful business insights.
- Perform other relevant tasks as assigned. Monitoring and reviewing budgets and expenses and coming up with ways to reduce or reimburse expenses.
KNOWLEDGE & EXPERIENCE
Education:
- Bachelor’s degree in finance, ACCA / ICMA / CA (Finalist) / CFA (minimum level 2 cleared)
Experience:
- Minimum 5 years of experience in similar role
Knowledge and Skills:
- Strong analytical skills, proficiency in Excel, Google Sheets, Power BI and financial modeling.
- Good knowledge of financial principles and practices.
- Strong business acumen and problem-solving ability.
- Excellent communication and presentation skills.
- Ability to work independently and manage multiple priorities.
- High level of integrity and attention to detail.
- Quick Ability to adapt to new projects (Ad-Hoc Projects)
- Ability to take on task immediately for urgent requests and ability to stay active
Skills Required
- Bachelor’s degree in Finance, or ACCA, ICMA, CA finalist, or CFA Level II cleared
- Minimum 5 years of experience in a similar financial analyst role
- Proficiency in Excel, Google Sheets, Power BI, and financial modeling
- Knowledge of financial principles and practices
- Strong analytical, business acumen, and problem-solving skills
- Excellent communication and presentation skills
- Ability to work independently and manage multiple priorities
- High integrity and attention to detail
What We Do
DM Clinical Research is a multi-therapeutic network of clinical trial investigator sites headquartered in Houston, Texas. Founded in 2006, the company connects patients with trusted physicians to conduct cutting-edge research focused on quality and compassion, aiming to deliver advanced, preventative medicine to underserved communities. They operate a national network of dedicated research centers and physician-embedded sites throughout the United States.
