The FP&A Analyst will be responsible for forecasting, budgeting, and analyzing all indirect cost categories across the organization. This role involves partnering with functional leaders to provide insights for cost control, operational efficiency, and strategic decision-making. Key tasks include data entry and maintenance of financial information to ensure accurate reporting and analysis, identifying cost optimization opportunities, and maintaining forecasting models.

Must Have

• Own the budgeting and quarterly forecasting process for all indirect cost centers
• Upload all financial forecasts into Oracle EPM
• Assist FP&A Lead with monthly close and forecast cycles by preparing standardized reporting inputs
• Analyze budget vs. actual performance and proactively identify risks, opportunities, and trends
• Collaborate with functional leaders to develop accurate spending plans and understand key cost drivers
• Track headcount-related indirect costs (benefits, recruiting, training, T&E, shared services)
• Ensure accuracy and integrity of financial data across systems
• Identify cost optimization opportunities and highlight risks or overruns
• Maintain and enhance forecasting models for overhead cost centers
• Enter, maintain, and update budget and forecast data in Oracle EPM to ensure accuracy and completeness
• Reconcile data across systems and resolve discrepancies to ensure consistent, accurate reporting
• Ensure spending aligns with corporate policies and cost-control initiatives
• Provide reliable data inputs for forecasting cycles, budget reviews, and planning discussions
• Ensure adherence to financial policies, controls, and compliance standards
• Support audit requests and compliance requirements related to indirect spend
• Ability to work with and synthesize large data sets
• Ability to present insights clearly to both financial and non-financial audiences
• Strong Attention to Detail
• Experience with financial systems such as Oracle EPM and dashboarding tools like Power BI

Perks & Benefits

• Competitive compensation and total rewards packages
• Exceptional professional growth and promotion opportunities
• Leadership training program
• 401k
• Paid time off
• Health benefits

Financial Planning and Analysis (FP&A) Analyst

Position Summary

The FP&A Analyst will be responsible for forecasting, budgeting, and analyzing all indirect (overhead) cost categories across the organization. This role partners closely with functional leaders - such as HR, Operations and Business Development - to provide insights that support cost control, operational efficiency, and strategic decision-making. The role includes data entry and maintenance of financial information to ensure accurate reporting and analysis.

This role is a great fit for someone who prioritizes data accuracy, demonstrates strong attention to detail, and enjoys collaborating across teams.

This position is available in Boston, MA or Philadelphia, PA.

Financial Planning & Analysis Responsibilities:

• Own the budgeting and quarterly forecasting process for all indirect cost centers including Operations and Innovation & Growth
• Upload all financial forecasts into Oracle EPM
• Assist FP&A Lead with monthly close and forecast cycles by preparing standardized reporting inputs
• Analyze budget vs. actual performance and proactively identify risks, opportunities, and trends
• Collaborate with functional leaders to develop accurate spending plans and understand key cost drivers
• Track headcount-related indirect costs (benefits, recruiting, training, T&E, shared services)
• Ensure accuracy and integrity of financial data across systems
• Identify cost optimization opportunities and highlight risks or overruns
• Maintain and enhance forecasting models for overhead cost centers
• Enter, maintain, and update budget and forecast data in Oracle EPM to ensure accuracy and completeness
• Reconcile data across systems and resolve discrepancies to ensure consistent, accurate reporting

Additional Expectations:

• Ensure spending aligns with corporate policies and cost-control initiatives.
• Provide reliable data inputs for forecasting cycles, budget reviews, and planning discussions
• Maintain a mindset of curiosity and seek to enhance processes

Compliance and Governance Responsibilities:

• Ensure adherence to financial policies, controls, and compliance standards.
• Support audit requests and compliance requirements related to indirect spend

Desired Skills & Experience:

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 2–4+ years of experience in FP&A, financial analysis, accounting, or management consulting
• Ability to work with and synthesize large data sets
• Ability to present insights clearly to both financial and non-financial audiences
• Strong Attention to Detail, ability to produce accurate and polished outcomes
• Business Curiosity, desire to understand the “why” behind trends
• Experience with financial systems such as Oracle EPM and dashboarding tools like Power BI
• High resilience and adaptability in a fast-paced environment
• Able to manage multiple priorities with minimal oversight
• Driven to improve processes, reduce manual work, and strengthen data quality
• Upholds confidentiality and financial integrity at all times

Compensation & Benefits

• Competitive compensation and total rewards packages
• Exceptional professional growth and promotion opportunities
• Leadership training program
• Additional benefits include a [401k, paid time off, health benefits, and more!]

Company Description

Putnam, an Inizio Advisory company, is a leading scientific and strategic consulting partner that helps the global life science community make confident, impactful decisions and develop bespoke solutions that support bringing life-changing innovations to clinicians and patients. For more than 30 years, we’ve taken a client-centric approach uniquely combining our strategic mindset and global cross-functional capabilities to deliver unrivaled depth across therapeutic areas, healthcare sectors, and technology platforms to maximize the human impact and commercial success of client innovations.

We believe that to create real, lasting change on human health, we must bring out the best in our people, in every way and at every level. We offer a boutique-firm feel inside a global enterprise, opening the door to limitless opportunities to kickstart your career or hone your expertise. Built on the pillars of empowerment, collaboration, and meaning, we’re proud to offer a fulfilling environment where world-class advisors can come together to shape the future of healthcare for the better.

Serving the life sciences industry, including the top 20 global biopharmaceutical companies, consistently ranked as one of the top consulting firms by Vault, and maintaining a true global team of experts sitting across 3 continents, we offer a unique opportunity to play a central role in supporting our clients.

Diversity, equity, and inclusion are tenets of our core values. We strive to create a culture and environment that fosters belonging and authenticity across all levels and values individuals for their skills, experience, diverse backgrounds, and unique perspectives. Collectively, DEI serves as a foundational element of who we are and how we work with our clients and with each other.

Our core values:

• Team
• Excellence
• Strategic
• Passion
• Diversity

We are proudly part of Inizio Advisory, a trusted advisor for pharmaceutical and life science companies that turns science into strategy, supporting execution at every stage of the product and patient journey from early commercialization to launch and beyond. Offering market research and insights; strategy, people and transformation consulting; and commercial benchmarking delivered through sector specific connected solutions and intelligence, Inizio Advisory helps create long-term value for clients and their patients.

Don't meet every job requirement? That's okay! Our company is dedicated to building a diverse, inclusive, and authentic workplace. If you're excited about this role, but your experience doesn't perfectly fit every qualification, we encourage you to apply anyway. You may be just the right person for this role or others.