Job Overview
Location
Remote, India
Job Type
Full-time
Category
Finance
Date Posted
April 21, 2026
Full Job Description
đź“‹ Description
- • The Proposals and Budgeting Systems Manager supports the Associate Director in building and maintaining financial and operational tools critical to Business Operations, enabling accurate budget development and reporting for internal and external clients.
- • Day-to-day responsibilities include developing and maintaining financial tools, collaborating across departments to capture budgetary needs, ensuring task trackers are updated, implementing resource rates, and supporting system compatibility with ERP and Salesforce platforms.
- • The role involves assisting in training Business Operations and operations staff on tool usage and interpretation, supporting unique client requests requiring system adjustments, and participating in departmental initiatives as needed.
- • The position is part of Precision Medicine Group’s Business Operations team, working remotely from India, and contributes to streamlining financial processes that support clinical research, pharmaceutical, and healthcare-related services.
- • The individual will gain deep expertise in budgeting systems, financial modeling, and cross-functional system integration while developing advanced Excel and VBA skills in a regulated healthcare environment.
🎯 Requirements
- • Bachelor’s degree (or international equivalent) + 5 years of related experience
- • Advanced proficiency in Microsoft Excel, including complex formulas, data modelling, and pivot tables
- • Working experience with Excel VBA for automation, tool enhancement, or workflow optimization
- • Demonstrated experience developing analytical tools or systems supporting clinical research, CRO, pharmaceutical, or healthcare-related environments
- • Strong knowledge of budgeting, cost modelling, and model development and analysis
- • Excellent interpersonal, written, and verbal communication skills
🏖️ Benefits
- • Remote work opportunity based in India
- • Opportunity to work with enterprise systems including ERP and Salesforce
- • Exposure to financial tool development in a healthcare and pharmaceutical context
- • Professional growth through cross-departmental collaboration and system integration projects
- • Involvement in training and knowledge sharing with Business Operations and operations teams
- • Contribution to process improvement initiatives that impact budgeting and reporting accuracy
Skills & Technologies
About PFM Asset Management
PFM Asset Management is a distinguished investment management firm specializing in providing tailored investment solutions for institutional clients. With a strong focus on fiduciary responsibility and long-term value creation, PFM offers a comprehensive range of services including fixed income, equity, and alternative investment strategies. Their approach is grounded in rigorous research, disciplined risk management, and a deep understanding of client objectives. PFM is committed to transparency and client service, striving to be a trusted partner in helping institutions achieve their financial goals. They serve a diverse clientele, including public funds, corporate pensions, endowments, and foundations, adapting their strategies to meet unique needs.
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