Senior Financial Analyst, Sales & Marketing

Key Responsibilities

Operating Expense/Capital Expenditure Forecasting & Budgeting

• Lead monthly forecasting and annual budgeting processes for Sales & Marketing functions.
• Partner with department heads to understand spending trends, headcount plans, and key initiatives.
• Build and maintain detailed OPEX models, ensuring data integrity and alignment with corporate targets.
• Identify and communicate key risks, opportunities, and drivers impacting expense performance.
• Continuously improve forecasting tools, templates, and planning processes to increase accuracy and efficiency.
• Manage rental fleet assets in partnership with the Sales team, forecasting end-of-term outcomes and timing, including potential purchases, extensions, or returns to the fleet.
• Forecast costs for the sequencing services department and develop reporting to assess and communicate the impact on gross margin.

Actuals Review & Month-End Close

• Review actual results versus forecast and budget, providing clear explanations of variances and actionable recommendations.
• Partner with Accounting to support the monthly close process, including preparation and review of accrual journal entries and reclass adjustments.
• Collaborate with Accounting and international service providers to enhance visibility into international sales and marketing spend, improving forecast accuracy for international cost centers.
• Prepare and post monthly accruals for operating expenses, ensuring proper expense recognition and cost center accuracy.
• Perform headcount and departmental expense reconciliations to ensure financial accuracy.
• Ensure financial data integrity across systems and support audit and compliance requirements.

Management Reporting

• Support corporate management reporting, integrating functional forecasts and results into company-wide reporting.
• Prepare monthly and quarterly management reports highlighting financial trends, variances, and strategic insights.
• Assist in preparation of materials for executive reviews, Board reporting, and quarterly business reviews (QBRs).
• Develop sales representative productivity reporting, including travel and entertainment (T&E) expenses and sales performance by representative.
• Partner with the Director, Finance to streamline reporting packages and enhance visibility into financial results.

Strategic Analysis & Process Improvement

• Provide ad hoc analysis and modeling to support decision-making on cost optimization, investments, and headcount planning.
• Contribute to FP&A team initiatives focused on automation, scalability, and process improvement.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field (CPA, CMA, or MBA preferred).
• 5+ years of progressive FP&A, corporate accounting, or a combination of both, preferably in life sciences, biotechnology, or technology.
• Strong understanding of operating expense management, forecasting, month-end close processes, and financial statement relationships.
• Advanced Excel and financial modeling skills; proficiency in SAP and planning tools such as Anaplan a plus.
• Excellent analytical and problem-solving skills.
• Excellent interpersonal, written, and verbal communication skills.
• Highly organized self-starter with strong attention to detail and the ability to manage multiple priorities under tight deadlines.
• Candidates must have current authorization to work in the United States without the need for present or future sponsorship.