Analyst, Financial Planning & Analysis

Overview

This role supports Finance as a Senior FP&A Analyst, owning operating expense planning, reporting, and forecasting. The position also involves designing and supporting systems that support financial reporting, including NetSuite, procurement, and CRM.

Responsibilities

Financial Modeling & Forecasting

• Own the operating expense planning, reporting, and forecasting process in collaboration with budget owners across the organization.
• Own comprehensive budget and forecast models, working with internal stakeholders to set and achieve financial targets.
• Support the monthly closing process, including actual-to-budget bridge analysis and deep dives of other key accounts.
• Use AI to produce first-draft variance commentary and bridge analysis, grounded in specific GL data and accounting policies.
• Communicate financial results and actionable insights to budget owners and leadership to support decision-making.
• Ensure compliance with finance and accounting policies and understand legal and GAAP business requirements.

System Architecture & Data Management

• Design and support core business systems, including NetSuite (ERP), procurement systems, and CRM, ensuring seamless operation and data flow.
• Partner with stakeholders to maintain and improve data integrity across systems to ensure accuracy of actuals and forecasts for both financial and operational reporting.
• Develop scalable processes and procedures within these systems to support fast-growing business lines.

Reporting & Insights

• Create, maintain, and enhance reporting decks and dashboards, including those for Board-level and investor presentations.
• Translate complex data into clear, concise, actionable insights.
• Build and maintain reusable AI workflows and skills for recurring reporting tasks.

Cross-Functional Collaboration

• Partner with stakeholders across multiple departments to inform strategic decision-making and drive company growth.
• Work effectively as part of cross-geographic, cross-organizational, and cross-cultural teams.

Requirements

• Typically 5+ years of relevant financial planning and analysis experience.
• Demonstrated experience managing, designing, and troubleshooting key financial and operational systems such as NetSuite (ERP), procurement platforms, and CRM systems, ideally with prior admin-level access and responsibility.
• Ability to audit AI-generated numbers and narrative against the source ledger before they reach a budget owner or leadership.
• Strong understanding of avoiding the use of non-public financial data or PII in public AI tools.
• Exceptional analytical skills with proven ability to work with large, complex data sets and develop scalable solutions for financial reporting and forecasting.
• Strong collaboration skills; ability to identify real solutions to business problems with limited direction and high ambition.
• Strong written and oral communication skills, with the ability to clearly explain complex financial data to finance and non-finance stakeholders.
• Mastery of Excel and Google Suite applications.
• Bachelor’s Degree in Finance, Accounting, Economics, or a quantitative business-related field required.
• Experience working in a fast-paced startup environment highly valued.

Preferred Qualifications

• Experience in investment banking, consulting (with significant finance exposure), or within healthcare/life sciences (pharma, biotech, medtech/diagnostics) or high-growth tech company.
• MBA.

Compensation & Benefits

Pay

• Expected base salary range: $108,000–$148,000 per year.
• Annual bonus: 10% of your annual salary (discretionary).
• Equity: Generous equity; details provided during recruiter discussion.

Benefits

• Comprehensive Health Insurance with Date of Hire eligibility
• Above average employer paid premium coverage
• 12 weeks paid parental leave option
• 401(k) with employer matching of up to 3% and 100% vesting on the Date of Hire
• Comprehensive well-being benefits
• Flexible PTO
• Remote options for many roles and a home office stipend

Location

Remote options for many roles, with a home office stipend.