Sr. Financial Analyst

Company Description

At EVERSANA®, we are proud to be a Great Place to Work across the globe. We’re fueled by our vision to create a healthier world. How? Our global team of more than 6,000 employees is committed to creating and delivering next-generation commercialization services to the life sciences industry. We are grounded in our cultural beliefs and serve more than 670 clients ranging from innovative biotech start-ups to established pharmaceutical companies. Our products, services and solutions help bring innovative therapies to market and support the patients who depend on them. Our jobs, skills and talents are unique, but together we make an impact every day. Join us!

Across our growing organization, we embrace diversity in backgrounds and experiences. Improving patient lives around the world is a priority, and we need people from all backgrounds and swaths of life to help build the future of the healthcare and the life sciences industry. We believe our people make all the difference in cultivating an inclusive culture that embraces our cultural beliefs. We are deliberate and self-reflective about the kind of team and culture we are building. We look for team members that are not only strong in their own aptitudes but also who care deeply about EVERSANA, our people, clients and most importantly, the patients we serve. We are EVERSANA.

Job Description

THE POSITION :

The Senior Financial Analyst is responsible for supporting client portfolios (revenue, forecasting reporting and billing) while ensuring budgetary compliance and accuracy. Reporting to the Finance Manager - Agency, the role owns the monthly client forecast (including SMTM updates), variance analysis, and reconciliations for assigned clients, supports the annual budget, partners with Account Management, Project Management, and Finance Leaders, and uses AI and automation to improve processes.

ESSENTIAL DUTIES AND RESPONSIBILITIES: Our employees are tasked with delivering excellent business results through the efforts of their teams. These results are achieved by:

Support the Finance Manager in running the annual budget and monthly forecast cycles (SMTM and quarterly reforecasts, e.g. 9+3), owning the inputs for assigned clients and coordinating with AMs, PMs, and Finance LeadersOwn monthly variance analysis, explaining drivers behind results and recommending actions

Bridge the current forecast to the locked forecast (e.g. 9+3) by client and SMTM line, and document material changes received after the forecast is locked

Perform and review monthly account reconciliations, resolving discrepancies in a timely manner

Oversee the team budget tracker, reviewing it often for accuracy and completeness and correcting errors or inconsistencies with project owners

Follow up on weekly reporting with project and operational teams, investigating variances and ensuring issues are resolved before period close

Actualize the client forecast as each period closes, and update it for newly signed contracts, change orders, scope changes, and resourcing shiftsSupport monthly client billing and intercompany billing schedules for assigned clients, tying billing to MSAs, SOWs, and change orders

Respond to ad hoc requests from finance leaders and operations for data pulls and analysis

Contribute to the development of specialized financial data and budget preparation

Help develop, document, and implement finance policies and procedures, and recommend improvements

Build, document, and continuously improve complex Excel-based financial models and reporting tools

Partner directly with operational personnel and senior leadership, presenting findings clearly to non-finance audiences

Improve reporting and planning processes through automation and better tooling (D365, Adaptive, Power BI)

Use AI tools (such as Microsoft Copilot and other approved platforms) to automate recurring reporting, accelerate variance commentary, and speed up data analysis and reconciliations

Identify opportunities to embed AI into budgeting, forecasting, and close processes, and help the team adopt them

Validate AI-generated outputs for accuracy and apply sound judgment on data privacy and appropriate use

Demonstrate a commitment to diversity, equity, and inclusion through continuous development, modeling inclusive behaviors, and proactively managing bias.

All other duties as assigned

Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of EVERSANA to provide reasonable accommodation when requested by an employee with a disability, unless such accommodation would cause an undue hardship for EVERSANA. If reasonable accommodation is needed to perform the essential functions of your job position, please contact Human Resources.

EXPECTATIONS OF THE JOB:

Travel (0%)

Hours (40 hours per week, Monday through Friday)

The above list reflects the general details necessary to describe the expectations of the position and shall not be construed as the only expectations that may be assigned for the position.

An individual in this position must be able to successfully perform the expectations listed above.

Qualifications

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES:

The requirements listed below are representative of the experience, education, knowledge, skill and/or abilities required.

Bachelor’s degree or equivalent education plus professional experience required

Three to five years of experience in a finance role, preferably in an agency environment

Understands clients’ business, targets and how Intouch can elevate their business

Advanced Excel skills

Working knowledge of client Master Service Agreements (MSAs), SOWs, and change orders

Understanding of data analysis and forecasting

Working knowledge of MS Office (emphasis on Excel and PowerPoint)

Experience with Dynamics 365, Adaptive Planning, or Power BI is a plus

Knowledge of Generally Accepted Accounting Principles (GAAP)

Attention to detail and problem-solving ability

Ambitious, proactive and self-motivated

Well-organized with ability to prioritize

Has excellent communication (internal/external) and interpersonal skills

Actively listens to others and helps problem-solve using diplomacy, fairness, firmness and sound judgement

Establishes and maintains effective working relationships with internal and external partners

Willingly accepts new responsibilities and adapts well to change

PREFERRED QUALIFICATIONS:

Agency experience preferred

PHYSICAL/MENTAL DEMANDS AND WORKING ENVIRONMENT:

The physical and mental requirements along with the work environment characteristics described here are representative of those an individual encounters while performing the essential functions of this position.

Office: While performing the essential functions of this job the employee is frequently required to reach, grasp, stand and/or sit for long periods of time (up to 90% of the shift), walk, talk and hear; occasionally required to lift and/or move up to 25 pounds. The noise level in the work environment is usually moderately quiet, with