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