- Office in Los Angeles
Description
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
