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The Planet Group

New

Financial Analyst

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Financial Analyst
Contract: expected contract duration 6+ months
$30-32/hr
Hybrid- NYC


Must Haves:
  • Bachelor's Degree or equivalent in education and experience
  • Minimum of three years of related financial or research administration experience
  • Intermediate proficiency in Microsoft Excel
  • Strong analytical, organizational, and problem-solving skills
  • Excellent attention to detail
  • Strong communication skills, both written and verbal
  • Ability to work both independently and collaboratively in a fast-paced environment
Preferred:
  • Experience with financial management in clinical research
  • Familiarity with industry-sponsored clinical trials
  • Proficiency in Microsoft Office Suite, Zoom, and Microsoft Teams
  • Demonstrated ability to work with investigators, research teams, and administrative partners
  • Strong customer service orientation
  • Experience interpreting contracts and budgets
  • Knowledge of university or academic medical center financial systems and policies
Job Description:
The Financial Analyst supports the financial operations of industry-sponsored clinical trials. Reporting to the Associate Director of Finance, the analyst plays a key role in managing clinical trial finances on behalf of investigators and their teams. This role involves close collaboration with internal stakeholders--including contract officers, budget analysts, and other financial analysts--as well as with external sponsors and research teams.

Key Responsibilities:
  • Reconcile trial-related financial transactions including accruals, invoices, and payments
  • Maintain ongoing communication with sponsors, research teams, and administrators regarding account status and financial concerns
  • Monitor accounts receivable and follow up on outstanding payments
  • Review and interpret contracts and budgets to support proper financial tracking and invoicing
  • Generate and distribute invoices, and follow up to ensure timely payments
  • Audit and analyze account activity to ensure financial accuracy
  • Maintain accounts within the university's accounting system
  • Respond to financial inquiries with clear analysis and recommendations
  • Present financial activity and updates to stakeholders for assigned trials
  • Ensure accurate and timely closeout of trial accounts by reviewing all financial documentation
  • Stay current on relevant university policies related to clinical research
  • Support continuous improvement by identifying opportunities to enhance reconciliation and reporting processes
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