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Financial Analyst, Commercial Strategy & Analytics

Velocity Clinical Research, Inc.

Supports the commercial organization with segmentation, insights, and performance analytics.

Sits at the intersection of Finance and Business Development, turning pipeline, bookings, and revenue data into actionable intelligence that supports sponsor targeting, account strategy, and sales execution across the company’s global site network.

Key responsibilities include building and maintaining commercial segmentation models, sales dashboards, account plans, KPI reporting, and ensuring the integrity and consistency of the data behind them.

Works closely with cross-functional stakeholders across Sales, Finance, Marketing, and Operations to support strategic growth, market positioning, and business development decisions.

Requirements & Qualifications

Required skills and qualifications

  • Proficiency in data visualization platforms and AI tools
  • Expert-level experience working with CRM data, especially Salesforce
  • Advanced Excel skills, including complex modeling; Power Query experience is a plus
  • Strong analytical skills with the ability to work with complex datasets and derive meaningful insights
  • Excellent storytelling, communication, and presentation skills
  • Strong attention to detail and commitment to reconciling data to source systems
  • Ability to manage workflows, prioritize tasks, and meet deadlines in a fast-paced environment
  • Strategic mindset and strong problem-solving skills
  • Familiarity with the pharmaceutical, biotechnology, and clinical trials industries; site network experience is a plus

Education and experience

  • Bachelor’s degree in Finance, Economics, Business Analytics, Statistics, or a related field, or equivalent experience
  • 2 to 5 years of experience in investment banking, management consulting, FP&A, commercial finance, sales operations, business intelligence, or revenue analytics
  • Prior experience in investment banking is a plus
  • Prior experience with sell-side or buy-side financial models is a plus
  • Prior experience in clinical research or a related life sciences field is strongly preferred

Location

Durham, North Carolina, US

Employment Type

Full-time

Experience Level

Intermediate Level

Remote work allowed

No

Posted

1 month ago

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