Senior FP&A (Financial Planning & Analysis) A

Role Summary

The Senior FP&A (Financial Planning & Analysis) Analyst role involves planning, forecasting, and analyzing a company's financial performance to support strategic decision-making. Key duties include building budgets and financial models, analyzing trends, and creating reports for senior management to ensure profitability and growth. They help leadership understand financial health, evaluate opportunities, and manage cash flow.

Role Responsibilities

• Lead the annual budgeting and monthly forecasting processes and regularly monitor budget adherence, identify areas for cost optimization.
• Develop and maintain complex financial models to ensure accuracy, completeness, and to support long-term planning.
• Prepare and present periodic, monthly, and annual financial reports, variance analysis, and management reports.
• Provide analytical support and function as a business partner to guide strategic and data-driven decision-making for various departments.
• Analyze data to identify trends, risks, and opportunities, and prepare detailed reports with insights into senior management.
• Work with other departments to gather data, reconcile figures, and help them understand financial performance drivers.
• Analyze market trends, industry benchmarks, and competitive landscape to provide recommendations for strategic financial planning.
• Develop and track key performance indicators (KPIs) and explain variances between actual results and budgets / forecasts on a periodic basis.
• Conduct ad hoc financial analyses for special projects, new investments, strategic initiatives, and present recommendations to senior management.
• Help evolve reporting processes, templates, and tools, such as using data visualization to create dashboards and simplify results.
  
  

Role Requirements

• Bachelor’s degree in finance, accounting, economics, or a related field.
• 3 – 5 years’ experience in financial planning, budgeting, forecasting, and financial analysis.
• Strong financial modeling and analysis skills, including consolidation experience with balance sheets, income statements, and cash flow statements.
• Solid understanding of generally accepted accounting principles (GAAP).
• Advanced skills and proficiency with Microsoft Office core applications and data visualization tools. Previous experience with Microsoft Business Central desired.
• Excellent written and verbal communication skills, with the ability to present complex financial information to both finance and non-finance stakeholders.
• An ability to understand the big picture and connect financial details to the overall business strategy.
• Meticulous attention to detail is crucial for ensuring accuracy in financial data.
• Experience in Biotechnology industry desired.
  
  

Behavioral Expectations

• Detail Oriented
• Analytical
• Demonstrates Adaptability / Flexibility
• Strong, pro-active communicator
• Action-oriented – proactively pursuing opportunities to contribute as they become apparent
  
  

Special Requirements

• Ability to work effectively under time constraints.
• Experience working with Private Equity ownership preferred.
• Experience in the life science or biomedical research industry preferred.
• Experience with ADP, Business Central and Hubspot desired.
• The person filling this position will spend 100% of their time in an office setting. Ability to work in a seated or standing position for extended periods of time.
• Ability to work extended hours beyond normal work schedule to include, but not limited to evenings, weekends, sometimes on short notice