Position Summary

The Senior Financial Analyst serves as a key business partner responsible for bridging Financial Planning & Analysis (FP&A) and operational accounting activities. This role combines forecasting, budgeting, financial reporting, and business performance analysis with hands-on ownership of reconciliations, accruals, month-end close activities, and investigation of financial variances.

The ideal candidate is a strong individual contributor who is equally comfortable working at the transactional and data level as they are presenting financial insights to business stakeholders. This position requires someone who can understand how financial results are generated, investigate discrepancies, reconcile complex datasets, and translate findings into meaningful business recommendations.

Working closely with Finance, Operations, Shared Services, and business leaders, this role supports financial accuracy, operational efficiency, business performance, and informed decision-making.

ESSENTIAL FUNCTIONS

FP&A & Business Finance

• Support annual budgeting, quarterly forecasting, and monthly financial planning processes.
• Perform P&L analysis and explain key drivers of revenue, expenses, margins, risks, and opportunities.
• Partner with business leaders to understand operational performance and financial results.
• Prepare monthly financial reports, variance analyses, and management presentations.
• Provide insights and recommendations to support business decisions and performance improvement initiatives.
• Monitor financial performance against forecast and budget targets.

Accounting & Financial Operations

• Prepare and review account reconciliations and investigate reconciling items.
• Perform revenue, accounts receivable, expense, and accounts payable accrual calculations.
• Support month-end close activities, including journal entries and financial reporting requirements.
• Investigate and resolve financial discrepancies, data inconsistencies, and reporting variances.
• Reconcile large and complex datasets across ERP, operational, and reporting systems.
• Ensure accuracy of financial information through detailed review and validation procedures.

Revenue Assurance & Data Analysis

• Reconcile revenue and financial results across operational and financial systems.
• Analyze billing, invoicing, revenue recognition, and reporting variances.
• Identify root causes of inconsistencies and drive timely resolution.
• Support financial controls and reporting integrity through accurate reconciliation processes.
• Partner with business and finance teams to improve data quality and reporting accuracy.

Business Process Improvement

• Identify opportunities to improve financial processes, reporting efficiency, and data accuracy.
• Support automation and standardization initiatives using Excel, Power Query, SAP, and reporting tools.
• Develop and maintain process documentation and financial procedures.
• Participate in finance transformation and continuous improvement initiatives where applicable.

REQUIRED QUALIFICATIONS

Education

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.
• CPA, CMA, MBA, or equivalent qualification is a plus but not required.

Experience

• 6-10 years of experience in FP&A, financial analysis, accounting, financial operations, or a combination of these areas.
• Experience supporting budgeting, forecasting, financial reporting, and variance analysis.
• Strong hands-on experience with: Account reconciliations Revenue and expense accruals Journal entries Accounts payable and accounts receivable processes Month-end close activities Financial discrepancy investigation and resolution
• Experience working directly within SAP or a comparable ERP system.
• Demonstrated ability to analyze large datasets and translate findings into business insights.
• Experience partnering with operational and business stakeholders to drive decision-making.

PREFERRED TECHNICAL SKILLS

• SAP or comparable ERP systems
• Advanced Microsoft Excel
• Power Query
• Financial modeling
• Forecasting and budgeting
• Variance analysis
• P&L management and reporting
• Revenue reconciliation
• Account reconciliations
• Financial reporting
• Data analytics and reporting tools
• Month-end close processes

IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at https://jobs.iqvia.com

IQVIA is committed to integrity in our hiring process and maintains a zero tolerance policy for candidate fraud. All information and credentials submitted in your application must be truthful and complete. Any false statements, misrepresentations, or material omissions during the recruitment process will result in immediate disqualification of your application, or termination of employment if discovered later, in accordance with applicable law. We appreciate your honesty and professionalism.