Senior Financial Analyst

Biotage•Charlotte, NC

12d•Hybrid

About The Position

The Senior Financial Analyst reports to the CFO and supports the Americas and APAC management teams across multiple sites, with a focus on commissions and revenue reporting. The role oversees and manages financial analysis processes and uses Power BI, Advanced Excel, Power Query, DAX, and Microsoft D365. This position is hybrid in Charlotte, North Carolina, and requires at least three days onsite per week. The analyst creates and maintains commission plans, manages revenue reporting and forecasting, oversees deferred revenue and gross margin tracking, and builds reports to meet management needs. The role also supports Microsoft D365, contributes to global Business Intelligence projects, and communicates with and trains users of Excel and Power BI reporting.

Requirements

Bachelor’s degree in finance.
Advanced Excel skills, including PivotTables and the ability to read, troubleshoot, modify, and build complex formulas and models.
Proficiency in Power BI, Power Query, and DAX.
Experience with the Microsoft D365 ERP system.
Three years of experience in report creation and financial or data analysis.
Excellent verbal and written communication skills.
Highly organized and detail-oriented.
Supervisory and management skills.
Strong Power Query skills, including connecting to external data sources, transforming and combining data, and building refreshable models.
Strong Power BI skills, emphasizing data modeling, Power Query, and data transformation.
Ability to use Power BI and Power Query as data-processing platforms, not just reporting tools.
Proficient in data analysis, critical thinking, and problem-solving.
Strong time management and ability to prioritize tasks.
Strong technical troubleshooting and root-cause analysis skills.
Ability to explain technical concepts and results clearly to nontechnical users.

Nice To Haves

Ability to write and modify queries is strongly preferred.

Responsibilities

Create and maintain commission plans for the Americas and APAC commercial teams based on provided parameters.
Manage revenue reporting and forecasting processes to ensure timely delivery of information.
Oversee deferred revenue and gross margin tracking reports.
Track sales discounts and manage the annual discount review process.
Build Power BI reports based on management needs.
Participate in global Business Intelligence projects.
Support Microsoft D365 needs.
Communicate with and train users of Excel and Power BI reporting.