Role Description We are looking for a detail-oriented and analytical Financial Analyst – FP&A to help leadership make smarter financial decisions through accurate reporting, forecasting, and business analysis. In this role, you will work closely with the CEO, Accounting Manager, and external consultants to analyze company performance, build financial reports, monitor profitability, and support strategic planning across multiple business locations. This is an excellent opportunity for someone who enjoys working with numbers, identifying business trends, and turning financial data into meaningful insights. Responsibilities - Financial Analysis & Reporting - Build and maintain financial models for revenue, expenses, margins, and EBITDA. - Prepare weekly and monthly financial reports for leadership. - Analyze business performance across multiple locations and identify trends. - Monitor profitability and recommend opportunities to improve financial performance. - Forecasting & Planning - Support the company's 13-week cash flow forecast. - Update financial forecasts and identify potential financial risks. - Assist with budgeting and long-term financial planning. - Business Insights - Analyze financial and CRM data to identify revenue trends, cost variances, and profit opportunities. - Present findings and recommendations in a clear and easy-to-understand manner. - Prepare reports and presentations for leadership meetings. - Collaboration - Work closely with the CEO, Accounting Manager, and external consultants on financial planning and company strategy. - Support projects that help the company prepare for future growth. Qualifications - You enjoy analyzing financial data and solving business problems. - You can explain financial information in a simple and practical way. - You pay close attention to detail and enjoy working with numbers. - You are proactive and comfortable working independently. Requirements - 2–3 years of experience in Financial Planning & Analysis (FP&A), Financial Analysis, or Accounting. - Strong understanding of accounting principles and financial statements. - Experience preparing financial reports, forecasts, and business analysis. - Proficiency in Microsoft Excel. - Experience using QuickBooks Online. - Experience with Power BI, Tableau, or similar reporting tools. - Strong analytical and problem-solving skills. - Excellent written and verbal English communication skills. Benefits - Experience supporting multi-location or multi-entity businesses. - Experience with budgeting and cash flow forecasting. - Familiarity with CRM reporting and business performance analysis. - CPA or other accounting/finance certification is a plus. Interview Process - Initial Recruiter Screening - Client Interview - Offer Stage

• Review new customer onboarding applications for completeness and compliance. • Verify customer identities and business documentation as part of KYC/KYB onboarding. • Perform Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD). • Conduct sanctions, PEP, and adverse media screening during onboarding. • Assess AML and onboarding risk and escalate higher-risk applications when appropriate. • Communicate with customers and internal teams to resolve onboarding issues. • Maintain accurate onboarding records, audit trails, and compliance documentation.

• Independently produce accurate, on-time policy analysis for assigned jurisdictions or issue areas, covering federal, state, and local legislative and regulatory developments. • Deliver recurring written outputs — summaries, trackers, reports, and briefings — that meet quality standards with routine review and guidance from senior team members. • Demonstrate reliable use of FiscalNote tools, data sources, and standard delivery workflows to execute client work efficiently. • Apply feedback consistently to improve the accuracy, structure, and clarity of your work across deliverables. • Manage your personal workload across multiple deadlines without delivery slippage, flagging risks or blockers early. • Join client calls and meetings to support senior team members in managing client relationships and communicating on project status. • Communicate clearly and professionally in writing and in internal discussions, using established formats and templates. • Become an expert in FiscalNote’s current products and solutions, contributing to the delivery of new technical and professional services offerings over time. • Relay client and product feedback to product, engineering, and go-to-market teams to inform continuous improvement.

• Responsible for direct site facing contract and budget negotiations through contract execution with assigned clinical investigator sites including initial agreements and amendments • Manage the Per-Subject Cost (PSC) process for assigned studies • Manage escalation and resolution for budget and non-legal term issues from other ICL or preferred Contract Research Organizations (pCRO) • Collaborate with other lines to plan site contracting timelines though start up • Exercise good judgment in balancing the risks to the sponsor in making budget and contractual decisions against the impacts to client clinical trial timelines • Follow processes to develop, negotiate, track, and execute global clinical study agreements with institutions and investigators participating in sponsored clinical trials • Work with partners to develop and oversee the global site budget process • Work with clinical trial sites and directly negotiate cost, business and contractual terms and conditions with investigators/institutions, making changes to contract templates within the Legal division approved parameters • Lead study level site contracting activities and act as primary study point of contact for site contracting issues and timelines on assigned studies • Partner with Legal and other divisions to manage escalations in the site budgeting and contracting space • Partner with Legal, Finance, pCRO and other divisions to identify and implement areas of improvement in the site contracting space • Lead and develop relationships with key investigational sites and Site Management Organizations across the contracting and budgeting interface • Collaborates with invoicing specialists and/or invoice service provider to ensure alignment with Investigative Site contracting and compensation requirements • Interacts with clinical site contracts & legal contacts, client and partner legal team, study management, site payments team, peer site contracting colleagues, and CRO site contracting teams • Contributes to design, development and implementation of major business initiatives or special projects where required