About the role

The Business Analyst manages financial and operational aspects of medical marketing and medical affairs clients, including budget tracking, forecasting, and variance analysis. They also ensure accurate internal and external financial reporting and support the development of Statements of Work and proposals.

What they look for

Budgeting Financial analysis Microsoft Excel Financial modeling Budget tracking Forecasting Variance analysis Statement of Work development Financial reporting Client communication Speaker bureau management NetSuite ERP systems Process improvement Project management

Requirements

Candidates must have at least 2 years of experience in budgeting and proficiency in Microsoft Excel for financial modeling. Strong analytical skills and the ability to work independently while managing multiple projects are essential for this role.

Benefits

Medical insurance Dental insurance Vision insurance Group term life insurance Short-term disability Long-term disability 401k plan Incentive plans Paid time off Paid volunteer time off Tuition reimbursement On-site gym Employee wellness initiatives Employee Assistance Program Leadership development training

Full description

Why Join the HWP Group?

Health & Wellness Partners, LLC (HWP), is a medical and scientific communications agency that collaborates with life science industry stakeholders to develop award-winning solutions that advance patient care and transforms scientific content into compelling live and virtual user experiences through digital platforms, congress engagement, and more. We bring clients, providers, and patients outstanding educational programming paired with innovative digital and interactive dissemination vehicles.

We are committed to making a difference in health care and in the lives of our team members. We aim to provide every employee with a job they love in a culture focused on career growth, well-being, and community outreach. We have been recognized as both an MM+M Best Place to Work and an Inc. Best Workplace.

For more information, visit thehwpgroup.com.

What You Need to Know

We’re looking to add a Business Analyst to our Finance & Accounting team. The Business Analyst will be responsible for managing financial and operational aspects of assigned Medical Marketing and Medical Affairs clients and their products. This role requires a high level of understanding of the assigned clients and products, various medical communications project types, and the ability to work independently. The Business Analyst will work closely with the Director, Business Analysis and financial analysts to ensure accurate internal and external financial reporting, develop budget proposals and provide financial related support in client meetings.

What You’ll Do

The Business Analyst is accountable to the Director, Business Analysis who provides guidance and support on more complex tasks and responsible for the accurate management of finances, adherence to SOPs, development of budgets and proposals, reviewing reports and participating in client meetings. Additionally, this role will:

Oversee day-to-day financial operations for speaker bureau, including budget tracking, internal revenue accruals, forecasting and variance analysis
Develop Statement of Work (SOW), ensuring final sign-off by Director as required
Create and manage budgets and proposals, providing oversight for complex SOWs
Prepare speaker bureau specific budgets, accrual reports and monthly financial management updates
Work closely with Program Directors on monthly accrual reports, reviewing and discussing as needed
Ensure accuracy in financial reconciliation data before releasing reports to clients
Generate and distribute monthly accruals and budget reports for clients
Provide invoicing amounts to Accounts Receivable to facilitate timely invoice submissions
Initiate project records and issue job numbers for new projects
Ensures compliance with internal Standard Operating Procedures (SOPs) and client specific SOPs
Provides budget related support in client meetings as needed
Participates in accrual meetings with clients based on their SOPs
Contributes to process improvement initiatives to enhance financial operations

What You’ll Have

2+ years' experience in budgeting
Prior speaker bureau experience a plus
Proficiency in Microsoft® Excel functions for financial modeling and analysis
Strong financial analysis skills, including budget tracking, forecasting and variance analysis
Strives to find process efficiencies by thinking outside the box and making recommendations for change
Strong ability to work independently and handle multiple projects simultaneously
Knowledge of ERP systems, NetSuite a plus
Excellent client facing skills, including comfortability with all types of client communications

What We Offer

Immediate eligibility for all benefits, including medical, dental, vision, group term life, short-term and long-term disability
Benefits 100% company paid
401k plan employer matching contributions
Eligibility for company sponsored incentive plans
Generous PTO, including a week off in December for the holidays
Paid volunteer time off
Tuition reimbursement
On-site gym and other employee wellness initiatives
Employee Assistance Program
Comp pay or comp time for onsite weekend work
Availability of cell-phone stipends, based on business need
Leadership development training program and other career development programs
Remote and hybrid work schedule options
Office locations in Upper Saddle River NJ (HQ), Red Bank NJ, and San Diego CA
Salary range: $70,000 – $85,000 annually. Note: Actual salary will depend on background and experience.

M/F/D/V

Please note, we will only respond to candidates we deem qualified.