Senior Financial Analyst

About RDI

RDI is an integrated IVD clinical research organization supporting multiple diagnostic companies across active clinical programs. Our environment is highly project-driven, with multiple concurrent client engagements, milestone-based revenue, and complex cost structures that require strong financial discipline and project-level visibility.

As RDI continues to scale, we are seeking a Senior Financial Analyst to support financial planning, analysis, and reporting across the organization, with a strong focus on multi-project cost tracking and profitability.

Position Overview

The Senior Financial Analyst will play a key role in financial planning, project accounting, and performance analysis across multiple active client projects. This role requires hands-on ownership of financial tracking at the project and client level, supporting leadership with accurate, timely insights that inform operational and strategic decision-making.

This position works closely with operations, accounting, and leadership to ensure expenses, revenue, and margins are clearly understood across all ongoing clinical programs.

Requirements

Key Responsibilities

Financial Planning & Analysis

• Prepare and maintain financial models supporting budgeting, forecasting, and long-range planning
• Analyze monthly and quarterly financial performance versus budget and forecast
• Identify key drivers, trends, and variances impacting revenue, costs, and margins

Multi-Project Financial Tracking

• Track expenses, budgets, and profitability across multiple concurrent client projects
• Maintain project-level financial models including actuals, forecasts, and cost-to-complete
• Monitor project burn rates and proactively flag budget overruns or margin risk

Budgeting & Forecasting

• Support annual budgeting and rolling forecasts with detailed project-level inputs
• Partner with operations to align financial assumptions with study timelines and activity levels
• Update forecasts as scopes, timelines, or client activity change

Revenue, Pricing & Contracts

• Support revenue recognition analysis for milestone-based and project-driven work
• Assist with pricing analysis for new and existing client engagements
• Review financial assumptions tied to client contracts and project scopes
• Track pricing performance and identify margin erosion or scope-related risk

Project Accounting & Quote-to-Cash

• Track financial performance across the full project lifecycle from contract execution through invoicing and collection
• Support quote-to-cash workflows by validating pricing, cost assumptions, and margin expectations
• Partner with accounting to ensure alignment between project execution and financial reporting

Finance & GAAP Support

• Support GAAP-aligned financial reporting through detailed analysis and reconciliation
• Assist with the implementation and maintenance of GAAP-compliant financial processes
• Partner with accounting on accruals, expense classification, and reporting accuracy
• Help document financial processes and analytical assumptions for audit readiness

Reporting & Business Insight

• Prepare management reports and dashboards with clear project and client-level visibility
• Communicate financial insights to non-finance stakeholders across operations and leadership
• Improve reporting tools and processes to enhance clarity, consistency, and efficiency

Banking & Investor Support

• Prepare financial analyses and schedules to support banking and lender requests
• Assist leadership with financial materials for investor or board-level discussions
• Support cash flow forecasting and liquidity analysis

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 4+ years of experience in financial analysis, FP&A, or project-based finance roles
• Proven experience tracking expenses across multiple concurrent projects or clients
• Strong financial modeling and Excel skills
• Experience working in services, CRO, or project-driven environments preferred
• Ability to manage complexity, prioritize effectively, and meet deadlines
• Strong communication skills and attention to detail

What We Offer

• Opportunity to work in a complex, multi-client CRO environment
• High visibility into operational and financial decision-making
• Collaborative, fast-paced culture with room for growth
• Competitive compensation based on experience