Sr. Financial Planning Analyst

Supervisor: VP of Finance/Corporate Controller

Department: FIN 675

The primary responsibilities for this role are financial planning, analysis, and projection for the Company and its subsidiaries including forecasting revenues and expenditures to establish cost structures and determine capital budgeting for projects. This role will work closely with the CFO and VP of Finance as well as other executive-level leaders in the organization, including the commercial and manufacturing teams to set company-wide investment direction.


The Sr. FPA must leverage a strong understanding of GAAP as well as general accounting and compliance background to understand historical financial data, predict future results, and drive process and policy improvements. Routine responsibilities include:

  • Partner with functional heads and leaders to actively monitor all aspects of the business affecting financial spending and forecasts
  • Lead annual budgeting and routine forecasting processes, including assisting commercial group with periodic revenue forecasts
  • Lead bi-weekly sales forecast meetings
  • Prepare quarterly Board of Directors forecast reporting package, and annual budget package
  • Prepare valuation on entities, products and commercial franchises
  • Prepare reports and projections including quarterly earnings call package for executive-level leaders
  • Evaluate current capital expenditures, depreciation, and return on investment analysis
  • Explore investment opportunities and assist with analysis of potential acquisitions
  • Analyze current and past financial data and performance
  • Identify trends in financial performance and providing recommendations for improvement
  • Coordinate with other members of the finance team to review financial information and forecasts
  • Support the organization in maintaining a work environment focused on quality and that fosters learning, respect, open communication, collaboration, integration, and teamwork
  • Team player who will perform or ad hoc financial models and forecasting as well as other duties as assigned or required

Supervisory Responsibilities:


Required Qualifications:

  • Bachelor’s degree in Accounting, Finance or related field
  • 5-7 years of financial planning and analysis experience, with 3-6 years public accounting experience
  • Expert-level analytical and financial modeling skills
  • Ability to review and decipher contracts
  • Excellent presentation skills, both written and oral

Desired Experience, Knowledge, and Skills:

  • Experience in the pharmaceutical/biotech/medical device industry or other manufacturing environment
  • CPA and/or MBA a plus
  • Excellent communication skills, both verbal and written
  • Ability to work autonomously and deliver results timely
  • Creativity, flexibility, and an entrepreneurial mindset to the solution of business issues; sound business judgment and ability to think strategically
  • Proactive and analytical
  • Advanced interpersonal skills and the ability to effectively work cross-functionally, with a variety of internal and external stakeholders
  • Ability to work in a fast paced and dynamic work environment
  • Knowledge of ERP system integrations and related technologies
  • Experience with BI360 a plus
  • A high level of integrity and principles that embrace transparency
  • Excellent time management and organizational ability
  • Ability to multitask, keep teams on track, and meet constant deadlines

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