Financial Analyst, Commercial Strategy & Analytics
Velocity Clinical Research, Inc.
Summary
The Financial Analyst, Commercial Strategy & Analytics supports the commercial organization with segmentation, insights, and performance analytics. Sitting at the intersection of Finance and Business Development, this role turns pipeline, bookings, and revenue data into actionable intelligence that drives sponsor targeting, account strategy, and sales execution across Velocity's global site network.
Job description
Responsibilities
- Build and maintain sponsor and CRO segmentation models based on market analysis of trial volume, therapeutic area diversification, award history, and addressable market share to prioritize business development teams through targeting and territory planning.
- Analyze win/loss rates and award trends to generate actionable commercial insights on where and why Velocity wins, supporting market positioning and growth opportunities.
- Design, build, and maintain sales dashboards covering pipeline, bookings, conversion rates, and revenue by account, segment, and territory using data visualization platforms.
- Define, monitor, and report on sales KPIs that align with business objectives, including pipeline coverage, conversion, cycle time, award value, and quota attainment.
- Track sales advancement metrics through each pipeline stage, identify bottlenecks in the funnel, and recommend actions to improve conversion.
- Partner with Business Development to build and maintain sales account plans for key sponsors and CROs, including account-level revenue history, pipeline, wallet share, and growth targets.
- Oversee the data integrity and consistency of commercial reporting. Reconcile CRM data against financial systems, troubleshoot data quality issues, and recommend solutions.
- Collaborate with cross-functional teams to develop accurate and timely forecasting inputs tied to bookings, backlog conversion, and revenue.
- Support pharmaceutical and clinical research market sizing, competitive positioning, and pricing analyses to inform commercial planning and deal reviews.
- Partner with senior leadership to provide data-driven insights that guide strategic planning and decision-making.
- Work closely with various departments, including Finance, Sales, Marketing, and Operations, to understand their data needs and provide tailored analytical support.
Qualifications
- Proficiency in data visualization platforms and Artificial Intelligence tools.
- Expert in working with CRM data (Salesforce).
- Advanced Excel skills, including complex modeling; Power Query experience a plus.
- Strong analytical skills with the ability to work with complex datasets and derive meaningful insights through expert story telling.
- Strong attention to detail with a demonstrated commitment to data that reconciles to source systems.
- Familiarity with the pharmaceutical, biotechnology, and clinical trials industries; specifically relevant site network experience is a plus.
- Exceptional communication and presentation skills to effectively convey insights to both technical and non-technical stakeholders.
- Proven ability to manage workflows, prioritize tasks, and meet deadlines in a fast-paced environment.
- Strategic mindset with the ability to align data initiatives with organizational goals.
- Strong problem-solving skills and attention to detail.
- Bachelor's degree in Finance, Economics, Business Analytics, Statistics, or a related field, or equivalent experience.
- Two (2) to five (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 a plus.
- Prior experience with sell/buy side financial models.
- Prior experience in clinical research or a related life sciences field is strongly preferred.
Requirements
- Bachelor's degree in Finance, Economics, Business Analytics, Statistics, or a related field, or equivalent experience.
- Two (2) to five (5) years of experience in Investment Banking, Management Consulting, FP&A, commercial finance, sales operations, business intelligence, or revenue analytics.
- Proficiency in data visualization platforms and Artificial Intelligence tools.
- Expert in working with CRM data (Salesforce).
- Advanced Excel skills, including complex modeling.
- Strong analytical skills with the ability to work with complex datasets and derive meaningful insights through expert story telling.
- Strong attention to detail with a demonstrated commitment to data that reconciles to source systems.
- Exceptional communication and presentation skills to effectively convey insights to both technical and non-technical stakeholders.
- Proven ability to manage workflows, prioritize tasks, and meet deadlines in a fast-paced environment.
- Strategic mindset with the ability to align data initiatives with organizational goals.
- Strong problem-solving skills and attention to detail.
- Familiarity with the pharmaceutical, biotechnology, and clinical trials industries.
- Power Query experience a plus.
- Prior experience in investment banking a plus.
- Prior experience with sell/buy side financial models.
- Prior experience in clinical research or a related life sciences field is strongly preferred.
Company overview
Velocity Clinical Research is the world's leading organization of fully integrated research sites, operating as a specialized clinical research organization (CRO) that partners with pharmaceutical and biotechnology companies to conduct clinical trials. Founded in December 2017 with just two sites, the company has grown to become one of the largest integrated site networks globally, operating 71 clinical research sites across the United States and Europe. Velocity specializes in Phase 1-4 clinical trials for new drugs, medical devices, and diagnostics, providing unified research site solutions that deliver the right patients, investigators, and research staff for clinical studies. The company's innovative model offers a wholly owned and fully integrated network of clinical trial sites, distinguishing itself from traditional site management organizations (SMOs) by providing greater efficiency, consistency, and scalability. Velocity's global footprint includes locations in the U.S., United Kingdom, Germany, and Poland, with therapeutic depth across multiple medical specialties. The company played a significant role during the COVID-19 pandemic, working with the Department of Defense to rapidly expand site capacity and meet enrollment targets for vaccine trials. Velocity's mission is to improve lives by making clinical research accessible to all while accelerating the delivery of new therapies through exceptional patient care and streamlined research processes.