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
100% employer-paid medical, dental, and vision insurance
401k plan employer matching
Eligibility for profit sharing
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
Casual work attire
Comprehensive mental health services
Leadership development training program and other career development programs
Remote and hybrid work schedule options
Salary range: $7,000 - $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.
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