Financial Planning Analyst (FPA)

Position Summary

The Financial Planning Analyst (FPA) supports clinical trial planning through comprehensive budgeting, benchmarking, and financial analysis. The role is responsible for developing program- and study-level budget scenarios, translating operational assumptions (e.g., number of sites, countries, timeline, and enrollment) into financial clinical trial forecasts, and supporting decision-making across clinical programs.

The FPA works closely with cross-functional teams to ensure accurate, transparent, and high-quality budget outputs and contributes to continuous improvement of budgeting methodologies and tools.

Core Essential Skill Set

Education

• Bachelor’s degree is the minimum required education.

Experience

• 2 years of work experience required.

Required Skills and Qualifications

• Previous experience working with clinical trial budgeting tools, such as IQVIA Investigator Grant or Medidata Grant Manager.
• Experience with Oracle ClearTrial is nice to have.
• Understanding of Fair Market Value (FMV) for clinical trial purposes.
• Strong understanding of clinical trials and protocol requirements, including Schedule of Assessments and site needs.
• No accounting experience is required; however, a high-level understanding of financial impact is essential.
• Quick learner with strong proficiency in Microsoft Excel, Microsoft PowerPoint, and AI tools.

Compunnel Inc. is an Equal Opportunity Employer committed to fostering an inclusive, diverse, and equitable workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, citizenship status, age, disability, protected veteran status, marital status, genetic information, or any other characteristic protected by applicable federal, state, or local law.

As a global workforce solutions provider, Compunnel values diversity of thought, background, and experience, and believes an inclusive workforce strengthens innovation and client success.