The Financial Management Analyst is responsible for the preparation and oversight of high-quality customer budgets and contracts on behalf of investigative sites.
This position plays a critical role in pricing, planning, execution, and control of investigator grants.
This role is directly involved with the development of negotiation strategies.
Develop and negotiate (complex) grant budgets based on protocols, SOAs, Rate Cards, and sponsor provided materials on behalf of investigative sites.
Develop full grant budgets if sponsor or CRO does not provide a budget template and review with site as applicable.
Develop and review Clinical Trial Agreements (CTAs) utilizing standard templates and project related information on behalf of investigative sites.
Ensure CTAs are executed in a timely manner in order to meet expected timelines for study start-up.
Develop and review other agreements (e.g. confidentiality agreements, Work Orders, Change Orders, etc.) as needed in support of the business.
Liaise with the legal departments as necessary to ensure any content changes to the CTAs are agreeable.
Provide ongoing account management and financial support to the Director, operations Finance FMS, and the FMS analysts to ensure productive investigative site relationships.
Ensure contract and budget statuses remain updated on a regular basis to support project timelines and allow management insight into financials associated with the contracting process.

Bachelor’s degree or higher required, preferably in Accounting, Finance, or Business Administration
Three (3) or more years of experience related to contract and budget management in the clinical research industry or five (5) or more years of related experience
Minimum one (1) year experience developing grant budgets for clinical trials
Intermediate knowledge of contract principles and procedures
Ability to comprehend, review, and research complex contract documents
Excellent verbal and written communication skills, including the ability to effectively convey ideas and information clearly and concisely
Good interpersonal skills with the ability to build and foster trust with internal and external stakeholders
Self-motivated and able to work independently to complete tasks
Strong organizational/prioritization skills with the ability to manage multiple concurrent projects
Strong negotiation skills with a collaborative, solutions-oriented approach
Highly detail oriented with intermediate analytical and problem-solving skills
Understanding of clinical trial agreements, budgets, regulatory considerations, and compliance requirements (ICH GCP, FDA, GDPR, etc.)
Intermediate proficiency with Excel and basic proficiency in other Microsoft 365 applications (Outlook, Word, PowerPoint, and Teams), Salesforce and SharePoint.

Financial Management Analyst – Clinical Trials

Key skills