Financial Research Analyst

Vertisystem Global Pvt. Ltd.; Stanford (CA); Hybrid; USD 125,000 - 150,000; Full time

Job summary

A leading financial services firm is seeking a Finance Manager to oversee finance-related activities, manage multi-million-dollar budgets, and ensure compliance with financial regulations. This role requires a bachelor's degree and over 6 years of experience in finance or accounting. The ideal candidate will have strong skills in financial planning, budgeting, and data analysis tools. The position offers hybrid or remote work options based in California.

Qualifications

• 6+ years of experience in finance, accounting, or related fields.
• Expertise in budgeting and financial reporting for healthcare organizations.

Responsibilities

• Develop complex budgets, forecasts, and financial analyses.
• Analyze financial data, identify trends, and recommend solutions.

Skills

Financial planning

Budgeting

Financial analysis

Advanced Excel

Communication

Leadership

Education

Bachelor’s degree in finance or related fields

Master’s degree in Finance, Accounting, or MBA

Tools

Oracle

Hyperion

Power BI

Tableau

Job description

Overview

Client is seeking a Finance Manager (Finance Analyst 3) to support all finance-related activities, strategic initiatives, and multi-million-dollar budgets. This role partners with senior leadership to manage agreements, faculty metric bonuses, budget planning, and financial reporting for centrally-managed programs.

Base pay

$42.00/hr - $52.00/hr

Direct message the job poster from Vertisystem

Responsibilities

• Develop complex budgets, forecasts, and financial analyses; run ad hoc reports and provide actionable insights to leadership.
• Lead sponsored project management, ensuring compliance with GAAP, Uniform Guidance, FAR, and other regulations.
• Analyze financial data, identify trends, and recommend solutions for operational efficiency.
• Implement and maintain internal controls, process improvements, and compliance programs.
• Supervise, coach, and support finance staff; provide training on new systems.
• Collaborate across teams in clinical research, academic medicine, and healthcare finance projects.

Required skills & experience

• Bachelor’s degree and 6+ years of experience in finance, accounting, or related fields.
• Expertise in financial planning, budgeting, and reporting for research or healthcare organizations.
• Advanced proficiency in Excel and ERP/financial systems (Oracle, SeRA, Hyperion, etc.).
• Strong project management, communication, and leadership skills.
• Knowledge of data analysis tools such as Power BI, Tableau, or similar.

Preferred qualifications

• Master’s degree in Finance, Accounting, Healthcare Administration, or MBA.
• Experience in academic medicine or healthcare finance.

Work arrangement

Hybrid or fully remote, depending on operational needs.

Location

Palo Alto, CA