Analyst, Financial Planning & Analysis
Helix
Summary
As a Senior FP&A Analyst at Helix, you'll own operating expense planning, reporting, and forecasting for the Finance team. Your work will shape strategic decisions and optimize how we spend across the company. Beyond traditional FP&A, you'll design and support the systems behind our numbers, including NetSuite, our procurement platform, and our CRM. AI is now core to how our Finance team works, not an add-on.
Job description
Financial Modeling & Forecasting
- Own the operating expense planning, reporting, and forecasting process, working closely with budget owners across the organization.
- Own comprehensive budget and forecast models, collaborating closely with internal stakeholders to set and achieve financial targets.
- Support the monthly closing process, including actual-to-budget bridge analysis and specific deep dives of other key accounts.
- Use AI to produce first-draft variance commentary and bridge analysis, grounded in our specific GL data and accounting policies.
- Communicate financial results and actionable insights to budget owners and leadership, driving informed decision-making.
- Ensure compliance with our finance and accounting policies, and understand legal and GAAP business requirements.
System Architecture & Data Management
- Design and support our core business systems, including NetSuite (ERP), our procurement system (Ramp), and our CRM system (Hubspot), ensuring seamless operation and data flow.
- Partner with key stakeholders throughout the organization to maintain and improve data integrity across all systems, ensuring accuracy of actuals and forecasts for both financial and operational reporting.
- Develop scalable processes and procedures within these systems to support Helix's fast-growing business lines.
Reporting & Insights
- Create, maintain, and enhance reporting decks and dashboards, including those for Board-level and investor presentations.
- Transform complex data into clear, concise, and actionable insights, effectively telling the story behind the numbers.
- Build and maintain reusable AI workflows and skills for recurring reporting tasks, so good practices scale across the team.
Cross-Functional Collaboration
- Partner with stakeholders across several 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 like NetSuite (ERP), procurement platforms (Ramp), and CRM systems (Hubspot), ideally with prior admin-level access and responsibility
- AI Fluency: audit AI-generated numbers and narrative against the source ledger; know not to put non-public financial data or PII into a public AI tool
- Exceptional analytical skills with a proven ability to work with large, complex data sets, analyze operational data, and develop scalable solutions for financial reporting and forecasting
- Collaborative & Problem-Solver: inherently operational, thrive in cross-functional and collaborative environments, enjoy identifying real solutions to key business problems with limited direction
- Strong written and oral communication skills, with a proven ability to turn complex financial data into a clear, insight-driven story for both 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, start-up environment is highly valued
- Pluses: Experience in investment banking, consulting (with significant finance exposure), or within a healthcare/life sciences (pharma, biotech, medtech/diagnostics) or high-growth tech company
- MBA
Benefits
- Comprehensive Health Insurance
- Paid Parental Leave
- 401(k) Matching
- Flexible PTO
- Home Office Stipend
- Well-Being Benefits
Company overview
Helix is a leading consumer genomics company that operates a population genomics platform focused on empowering individuals with personalized genetic insights. Founded with the mission to make DNA sequencing more accessible and actionable, Helix has established itself as a pioneer in the direct-to-consumer genomics space. The company operates a CLIA-certified and CAP-accredited laboratory where it performs whole exome sequencing, providing comprehensive genetic data that can be used for various health and wellness applications. Helix partners with multiple third-party applications and services that offer personalized reports on ancestry, health risks, carrier status, wellness traits, and pharmacogenomics. The company's unique business model involves sequencing a customer's DNA once and then allowing them to access multiple genetic insights through various partner applications over time. Helix has played a significant role in advancing population genomics research through partnerships with academic institutions and healthcare organizations, contributing to large-scale genomic studies aimed at understanding genetic variations and their implications for human health. The company emphasizes data privacy and security, giving customers control over their genetic information while providing educational resources to help them understand their genetic results.