Senior Financial Analyst, Sales & Marketing
About The Position
The Senior Financial Analyst supports Sales and Marketing financial planning and analysis, including operating and capital expenditure forecasting and budgeting, actuals review, month-end close, management reporting, and strategic analysis. The role partners with department heads, Sales, Accounting, international service providers, and the Director of Finance to improve spending visibility, forecast accuracy, reporting, and decision-making. Responsibilities include managing rental fleet financial forecasts, assessing sequencing services costs and gross-margin impacts, and contributing to automation and process improvement initiatives. Non-field-based employees are required to work onsite Monday through Thursday and from home on Friday; depending on the role, some employees may be required to work fully onsite. The role may also require visits to PacBio locations as necessary.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- At least 5 years of progressive FP&A experience, corporate accounting experience, or a combination of both.
- Strong understanding of operating expense management, forecasting, month-end close processes, and financial statement relationships.
- Advanced Excel and financial modeling skills.
- Excellent analytical and problem-solving skills.
- Excellent interpersonal, written, and verbal communication skills.
- Highly organized and self-directed, with strong attention to detail and the ability to manage multiple priorities under tight deadlines.
- Current authorization to work in the United States without the need for present or future sponsorship.
Nice To Haves
- CPA, CMA, or MBA.
- Experience in life sciences, biotechnology, or technology.
- Proficiency in SAP and planning tools such as Anaplan.
Responsibilities
- Lead monthly forecasting and annual budgeting for Sales and Marketing functions.
- Partner with department heads to understand spending trends, headcount plans, and key initiatives.
- Build and maintain detailed operating expense models, ensuring data integrity and alignment with corporate targets.
- Identify and communicate risks, opportunities, and drivers affecting expense performance.
- Improve forecasting tools, templates, and planning processes to increase accuracy and efficiency.
- Manage rental fleet assets in partnership with Sales, forecasting end-of-term outcomes and timing, including potential purchases, extensions, or returns.
- Forecast costs for the sequencing services department and develop reporting to assess and communicate their impact on gross margin.
- Review actual results against forecast and budget, explaining variances and making actionable recommendations.
- Partner with Accounting on monthly close, including preparation and review of accrual journal entries and reclassification adjustments.
- Collaborate with Accounting and international service providers to improve visibility into international Sales and Marketing spend and forecast accuracy for international cost centers.
- Prepare and post monthly operating expense accruals, ensuring appropriate expense recognition and cost center accuracy.
- Perform headcount and departmental expense reconciliations.
- Maintain financial data integrity across systems and support audit and compliance requirements.
- Support corporate management reporting by integrating functional forecasts and results into company-wide reporting.
- Prepare monthly and quarterly management reports highlighting financial trends, variances, and strategic insights.
- Assist with materials for executive reviews, Board reporting, and quarterly business reviews.
- Develop sales representative productivity reporting, including travel and entertainment expenses and sales performance by representative.
- Partner with the Director of Finance to streamline reporting packages and improve visibility into financial results.
- Provide ad hoc analysis and modeling for decisions on cost optimization, investments, and headcount planning.
- Contribute to FP&A initiatives focused on automation, scalability, and process improvement.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
