Sr. Financial Analyst

Job Description

Job Description

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.

K2 is seeking an experienced Senior Financial Analyst to support our clinics out of Orlando (Maitland) , FL in a full-time capacity.

While working in close partnership with our VP FP&A & Financial Analyst — the Senior Financial Analyst owns the interpretation, communication, and decision-support layer of the finance function. 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.

Primary Responsibilities:

• Financial Planning and Analysis: 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).
• Strategic Insight and Decision Support: 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.
• Cross-Functional Leadership: 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.

Knowledge, Skills, and Abilities:

• 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:

• Required: 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.
  
• 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.

Your growth and well-being are our priority. Our comprehensive benefits package for full-time employees includes medical, dental, and vision options, supplemental insurance plans, 401(k) with immediate employer match, generous paid time off, and paid holidays. Most notably, we support a healthy work-life balance through a four-day work week, consisting of 10-hour shifts from Monday through Thursday. Fridays are reserved only for critical business needs or administrative tasks; otherwise, they are your chance to kick-start your weekend.

Join the K2 Family: Where Compassion and Connection Lead the Way! At K2 Medical Research, people come first and we're seeking warm, wonderful humans who effortlessly click with everyone, from our incredible patients to brilliant physicians and dedicated research staff.

We are an equal opportunity employer. We celebrate what makes you uniquely you and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, marital, or veteran statuses.

We value the differences among our team members and are committed to providing reasonable accommodations for qualified individuals with disabilities. If you require a reasonable accommodation to participate in the job application or interview process, please contact View email address on ziprecruiter.com. We are here to ensure you have the support and tools you need to shine.