Services/Expertise:
Research, Clinical Trial and CMC Support
Partner with internal and external business stakeholders to develop processes and identify gaps
- Early-stage development
- Clinical Trials
- Develop financial models with CROs & CMOs
- Review of contract and billing timelines
Budgeting & Forecasting Services
Deliver annual budget for Board approval with Quarterly reforecasting
- Bottoms-up budget creation
- Alignment with internal key stakeholders
- Program budgeting
- Department budgeting (G&A, R&D, Commercial)
- Preparation of financial presentation for executive leadership and BOD
Accrual Support
Monthly/Quarterly Departmental & Program-level reviews of all services to ensure SOX compliance
- Audit support
- Develop accrual modeling
- Contract & purchase order review
- Budget alignment
- Month-end close
Long-range Planning & Cash Runway Support
Collaborate with management to build out the Long-range Plan and Cash Runway Forecasting
- Multi-year financial planning
- Multi-year headcount planning
- Scenario planning
- Cash Runway analysis
Management Support
Interim FP&A support and guidance utilizing industry best practices & standards
- Head of FP&A
- FP&A Director (G&A, R&D & Commercial)
- FP&A Manager (G&A, R&D & Commercial)
Monthly Financial Management Reporting
Full suite of Financial Management Reporting and Services
- Budget vs Actuals analysis
- Departmental reporting
- Program-level reporting
- Flux analysis
- Management presentations
Financial Structure Setup
Creation of GL & Department structures from Pre-Clinical through Commercialization to align with client’s size
- GL Account
- Department
- Program/Indication
System Implementation Support
Assist clients through new financial software implementation
- Adaptive Insights
- Anaplan
- Hyperion
- NetSuite
- SAP
- Oracle
- QuickBooks