Sr. Financial Analyst

At K2 Medical Research, we are transforming healthcare by delivering tomorrow’s treatments today. As a rapidly growing clinical research organization across Florida, Tennessee, and Rhode Island, we lead multiphasic trials in therapeutic areas ranging from neurodegenerative to cardiometabolic medicine. Our culture is grounded in clinical excellence and a patient-first mission. We are seeking mission-driven individuals ready to play a meaningful role in bringing life-changing treatments to the patients who need them most.

About the role

The Senior Financial Analyst owns the interpretation, communication, and decision-support layer of the finance function, working in close partnership with our VP FP&A & Financial Analyst. This role is responsible for translating financial data into actionable insights, leading budgeting and forecasting processes, and serving as a trusted financial advisor to management and cross-functional leadership.

Responsibilities

• Lead the budgeting, forecasting, and long-term financial planning process for assigned studies and clinics.
• Review and interpret financial models and outputs prepared by the Financial Analyst, adding strategic context and recommendations.
• Conduct in-depth variance analysis, profitability assessments, and study performance reviews, presenting findings and recommendations directly to management.
• Serve as the financial expert on all assigned studies from start to finish, ensuring financial integrity throughout the study lifecycle in alignment with Good Clinical Practice (GCP).
• Translate complex financial data into clear, concise narratives and recommendations for executive and operational leadership.
• Monitor industry trends and assess their impact on company financial performance, proactively surfacing risks and opportunities.
• Partner with management to evaluate new business initiatives, site expansions, and strategic investments from a financial perspective.
• Support the development and implementation of improved financial processes, systems, and controls to enhance efficiency and accuracy.
• Serve as the senior financial point of contact for clinical operations, business development, and executive leadership.
• Collaborate with the Financial Analyst and cross-functional teams to ensure data accuracy and alignment between operational activity and financial reporting.
• Assist with month-end financial statement preparation and analysis, with a focus on review, interpretation, and escalation of material items.
• Adhere to company policies and standard operating procedures (SOPs), and support the development of finance-specific SOPs as needed.
• Perform other duties and responsibilities as assigned.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field from an accredited four-year college or university.
• Minimum of 5 years of experience in financial analysis, corporate finance, or a related field.

Skills

• Strong financial acumen with the ability to connect operational activity to financial outcomes.
• Excellent written and verbal communication skills, including the ability to present financial information clearly to non-financial audiences.
• Exceptional analytical and critical thinking skills with a strategic, business-oriented mindset.
• Proficiency in Excel and PowerPoint is required.
• Proficiency in Power BI, SQL, and financial software is preferred.
• Experience in healthcare, clinical research, or medical research is strongly preferred.
• Ability to handle confidential and sensitive information with discretion and professionalism.

Qualifications (Preferred)

• Experience in a healthcare, CRO, or life sciences environment.
• Prior experience mentoring or coordinating work with junior finance team members.
• CFA, CPA, or MBA is a plus.

Benefits

• Medical, dental, and vision options.
• Supplemental insurance plans.
• 401(k) with immediate employer match.
• Generous paid time off and paid holidays.
• Four-day work week (10-hour shifts, Monday through Thursday). Fridays reserved only for critical business needs or administrative tasks.