Finance & Reporting Senior Associate / Senior Manager (FP&A + Financial Reporting)

Finance & Reporting Senior Associate / Senior Manager (FP&A + Financial Reporting)Location: Fully Remote role, open to candidates based anywhere in United States.

Full-time positionAbout REDCap Cloud

REDCap Cloud empowers patient-centered clinical research to advance discoveries, commercialize therapeutics and devices, and establish new standards of care based on real-world evidence. Through our REDCap Cloud suite of products and services, we serve clients and partners worldwide including life science companies, contract research organizations (CROs), academic research centers, integrated health systems, government agencies, and foundations. As a growing organization focused on innovation and customer success, we are looking for individuals who are passionate about clinical technology, problem-solving, and delivering exceptional customer experiences. For more information on REDCap Cloud please visit https://redcapcloud.com

Position Overview

We are seeking Finance & Reporting Senior Associate / Senior Manager (FP&A + Financial Reporting)

to join our growing business. This is a financial planning, modeling, and reporting role. You will own our financial models and forecasts, produce executive reporting packages, prepare Management Discussion & Analysis (MD&A), and analyze SaaS operating metrics in a high-growth clinical research technology environment.

The Finance & Reporting Senior Associate / Senior Manager will report directly to the CFO and work alongside our Controller, a CPA who owns technical accounting and the close — so this role leans toward modeling, analysis, and reporting. It is a hands-on individual contributor role on a small senior team, with direct visibility to leadership and the board. Title and compensation will be calibrated to experience. As the finance organization grows, the Finance & Reporting Senior Associate / Senior Manager is intended as the development path toward a Director of Finance role. 

Key ResponsibilitiesFinancial Planning, Modeling & Forecasting

• Build and own integrated three-statement and driver-based operating models linking revenue, headcount, operating expenses, and cash flow.
• Own forecasting processes (monthly, quarterly, annual, and long-range), including scenario and sensitivity analyses for growth pacing, hiring, and capital allocation.
• Monitor cash flow, working capital, and forecast accuracy; support capital planning and funding analysis with the CFO.
• Strengthen company-wide budgeting and expense visibility, partnering with department leaders on financial accountability.

Executive Reporting

• Produce monthly and quarterly reporting packages (P&L, Balance Sheet, Cash Flow) with written MD&A explaining performance, key business drivers, and variances to forecast and budget.
• Own the monthly reporting calendar and, with CFO sponsorship, drive accountability for deliverables across contributing functions.
• Automate and modernize reporting to improve cycle speed, accuracy, and analytical depth.

Accounting Partnership

• Partner with the Controller to keep FP&A reporting, financial models, and the general ledger aligned.
• Support the monthly and quarterly close through variance analysis and supporting schedules, providing coverage when needed.
• Reflect SaaS and subscription revenue recognition accurately in models and reporting, working with the Controller on policy and application.

Essential Skills, Qualifications & Experience

• Bachelor’s degree in Finance, Accounting, Economics, or Business Administration required; master’s degree in Finance or MBA preferred; CFA or CMA a plus.
• A well-established professional with demonstrated experience in a FP&A, corporate finance, or a hybrid finance/accounting role — SaaS or healthcare technology preferred.
• Advanced Excel modeling: you have built integrated three-statement models, driver-based forecasts, and scenario analyses from a blank sheet rather than inherited them. Expect a modeling exercise in the interview process.
• Working knowledge of accounting principles — able to read financial statements, understand how transactions flow through the general ledger, and partner credibly with the Controller. Deep technical expertise is not required.
• Strong financial writing skills, including MD&A, plus exceptional analytical, problem-solving, and communication skills.
• Comfortable with broad scope and limited support structure in a fast-paced environment.
• Exceptional analytical, problem-solving, and communication skills.
• Ability to thrive in a fast-paced, entrepreneurial environment

Preferred Skills & Experience

• Fluency in SaaS metrics including ARR, MRR, CAC, LTV, churn, and retention.
• Clinical research, healthcare, or regulated technology markets, including CRO ecosystems.
• QuickBooks, NetSuite, or similar systems, and with subscription or usage-based billing.
• Supporting capital raises or growth initiatives.

Why Join Us?

• Be part of an innovative SaaS organization supporting innovation in clinical research & healthcare technology
• Work alongside an experienced, supportive team
• Benefits: Health, Dental & Vision Insurance, Paid Time Off, Parental Leave, 401(k), Flexible schedule.

nPhase, Inc. is an Equal Opportunity Employer. Please note all offers are subject to satisfactory completion of a background check. Applicants must possess current and valid employment authorization for the country in which they work; sponsorship is not available for this position.