Financial Analyst III, Public Health Institute

The Public Health Institute (PHI) is an independent, nonprofit organization dedicated to promoting health, well-being and quality of life for people throughout California, across the nation and around the world. As one of the largest and most comprehensive public health organizations in the nation, we are at the forefront of research and innovations to improve the efficacy of public health statewide, nationally and internationally. PHI was distinguished as one of the top 50 “Best Non-profit Organizations to Work For” by the Non-Profit Times in a national search.

PHI is seeking a Financial Analyst III for the Children’s Oncology Group. This position is located in Monrovia, CA.

Reporting directly to the COG Finance Director (Program Director Finance), the Financial Analyst III will provide financial forecasting, budgeting, and reporting for COG’s Industry Funding. The Financial Analyst III will support the COG Finance Director with the development of tools, metrics, and reports to provide critical operational information to COG Leadership. The Financial Analyst will also work with various stakeholders to ensure timely invoicing, disbursing, tracking, and monitoring of industry trials portfolio.

The Financial Analyst will review and provide input on budget and payment terms during pre-award phase to ensure studies are aligned with post award financial management methodology.

The Financial Analyst will help coordinate special projects, which includes and not limited to the general development and ongoing refinement of Standard operating procedures and process improvement related to COG clinical trials and related financial management.

Duties & Responsibilities:

  • Develop expertise in CHOP financial systems, including eSPA, Lawson/Business Objects, and Connector as well as CHOP’s contracting process.Prepare monthly Industry Sponsor Trials financial reporting to the stakeholders and reconcile to CHOP financial data.
  • Maintain IST project portfolio and track outstanding action items related to contract and financials.
  • Research problems, reconcile discrepancies, and compose correspondence. Alert the COG Finance Director and Sr. Director of Research Administration and Finance of any pertinent issues.
  • Develop understanding of the complex funding structure and financial flow of COG including CHOP and COG.
  • Provide regular finance and budget reporting of COG grants and IST hybrid trial to the COG Finance Director and Sr. Director of Research Administration and Finance
  • Monitor clinical trial accounts activities: revenue, expense allocations, and receivables on an ongoing basis.
  • Work with Director of Industry Sponsored Trials (IST) and IST Project Manager to ensure timely invoicing of fixed and variable milestones to sponsor per the contract terms.
  • Maintain financial reports to actively monitor receivable and disbursement of internal and external invoices per contract and approved budgets.
  • Conduct comprehensive financial reconciliation for study protocols in preparation of study close out. Work concurrently with CHOP finance department and sponsor to ensure timely account closure.
  • Interact with all levels of management and personnel to provide useful information, guidance and integrity to the clinical trial finance activities.
  • Provide input and recommendations on the development of budget and payment terms during pre-award phase to ensure studies align with post award financial management.
  • Collaborate with CHOP to ensure budgets and allocation calculations are reflect in CHOP Financial system according to the approved budget and terms.
  • Track and monitor contract negotiation development relating to budget and payment terms. Resolve budget development issues to ensure executed contract payment terms are manageable in the post award environment.
  • Set up detailed budgets, cost allocations, and reporting upon executed work order for IST post award managements
  • Monitor all contract related updates, not limited to amendments, enrollment closures, and completion of studies that have financial impact.
  • Assess current internal processes efficiency and provide recommendation to streamline or establish efficient processes, including close-out and other SOPs
  • Establish and maintain standard operating procedures (SOPs) to manage IST workflow related to budget development, payment terms and other finance related functions.
  • Assist in executing process changes and overseeing to completion.
  • Assist with special projects within COG requiring finance support
  • Cross train as back up for COG Financial Analyst III.
  • Remain informed about federal and NIH grants policy, nonprofit best practices and state and federal law regarding nonprofit operations
  • Performs other related duties as assigned or requested.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

  • Bachelors’ Degree in related field or additional 4 years of experience in Accounting/Financial field, for a total of 9 years related experience. Minimum 5 years of accounting, budget or financial experience
  • Experience with Industry funding, National Institutes of Health (NIH) or other federal funding preferred.
  • Experience in financial planning, reporting, and analysis; with knowledge of finance policies, practices, and systems
  • Experience in or knowledge of nonprofit accounting, including sophisticated fund and grant accounting, compliance, and reporting.
  • Ability to gather, organize, and perform financial analysis assignments with limited supervision
  • Excellent math skills
  • Strong reasoning and analytical skills
  • Proficient in the use of Microsoft Office, especially Excel, and common desktop/web applications
  • Ability to handle multiple projects and prioritize projects with short deadlines
  • Excellent verbal and written communication skills
  • Ability to be an effective team player with ability to relate well with others
  • Ability to be creative, resourceful, reliable, trustworthy, and discrete


This is a non-exempt position and the hourly wage is commensurate with experience. PHI offers a generous benefits package including medical, dental, vision, short/long term disability insurance, life insurance, 403b (group retirement annuity) and partial subsidy of public transportation cost. For more information about PHI’s benefits, visit our benefits page at

How to apply:

To apply for this position visit our Career Site at

We are proud to be an EEO/AA Employer 

Last Indexed: 
Sunday, March 18, 2018 - 18:00