Senior Analyst, Financial Planning & Analysis

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead the planning, reporting, and forecasting of operating expenses for the Finance team.

• Manage comprehensive budget and forecasting models, collaborating with budget owners to establish and meet financial objectives.

• Support the monthly closing process, which includes actual-to-budget bridge analysis and detailed examinations of key accounts.

• Utilize AI to generate first-draft variance commentary and bridge analysis based on GL data and accounting policies.

• Convey financial results and actionable insights to budget owners and leadership teams.

• Ensure adherence to finance and accounting policies while comprehending legal and GAAP business requirements.

• Design and support systems such as NetSuite, Ramp, and HubSpot.

• Uphold and enhance data integrity across financial and operational systems.

• Develop scalable processes and procedures for expanding business lines.

• Create, maintain, and enhance reporting decks and dashboards, including presentations for the Board and investors.

• Simplify complex data into clear, concise, and actionable insights.

• Build and maintain reusable AI workflows and skills for recurring reporting tasks.

• Collaborate with stakeholders across various departments to inform strategic decisions and promote company growth.

• Work efficiently with teams across different geographies, organizations, and cultures.

⛳️ Requirements

• Generally, 5+ years of pertinent experience in financial planning and analysis.

• Proven experience in managing, designing, and troubleshooting NetSuite (ERP), procurement platforms like Ramp, and CRM systems such as HubSpot, preferably with prior admin-level access and responsibilities.

• Capability to audit AI-generated figures and narratives against the source ledger.

• Awareness of not inputting non-public financial data or PII into public AI tools.

• Outstanding analytical skills with the ability to handle large, complex data sets.

• Competence in analyzing operational data and crafting scalable solutions for financial reporting and forecasting.

• Excellent written and verbal communication skills.

• Proficiency in Excel and Google Suite applications.

• A Bachelor's Degree in Finance, Accounting, Economics, or a quantitative business-related field is required.

• Experience in a fast-paced start-up environment is highly regarded.

• Background in investment banking, consulting with significant finance exposure, healthcare/life sciences, or high-growth technology is advantageous.

• An MBA is a plus.

🏝️ Benefits

• Comprehensive Health Insurance with eligibility starting from the Date of Hire.

• Above-average employer-paid premium coverage.

• 12 weeks of Helix Paid Parental Leave option.

• 401(k) plan with employer matching up to 3% and 100% vesting on the Date of Hire.

• Extensive Well-Being Benefits.

• Flexible Paid Time Off (PTO).

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

• Annual discretionary bonus of 10% of the annual salary.

• Equity opportunities.