Senior Financial Analyst, Sales & Marketing
About The Position
The Senior Financial Analyst supports financial planning and analysis for Sales and Marketing, leading monthly forecasting and annual budgeting and partnering with department heads on spending trends, headcount plans, and business initiatives. The role maintains detailed operating expense models, identifies financial risks and opportunities, manages rental fleet forecasting with Sales, and forecasts costs and gross-margin impacts for the sequencing services department. The analyst reviews actual results against forecasts and budgets, supports the monthly close with Accounting, prepares operating expense accruals, and reconciles headcount and departmental expenses. The role also improves visibility into international Sales and Marketing spending and helps maintain financial data integrity and audit readiness. The position supports company management reporting through monthly and quarterly reports, executive and Board materials, quarterly business reviews, and sales representative productivity reporting. It also provides ad hoc analysis for cost optimization, investments, and headcount planning, and contributes to FP&A automation, scalability, and process improvement. Non-field-based employees are required onsite Monday through Thursday and may work from home on Fridays; some roles may require 100% onsite work. Occasional work at other PacBio locations may be required.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- At least 5 years of progressive FP&A, corporate accounting, or combined experience.
- 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 ability to manage multiple priorities under tight deadlines.
- Current authorization to work in the United States without 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.
- Manage rental fleet assets with the Sales team, forecasting end-of-term outcomes and timing for potential purchases, extensions, or returns.
- Forecast sequencing services department costs and develop reporting to assess and communicate gross-margin impacts.
- Review actual results against forecast and budget, explaining variances and recommending actions.
- Partner with Accounting on monthly close, including preparation and review of accrual journal entries and reclass adjustments.
- Work with Accounting and international service providers to improve visibility into international Sales and Marketing spending 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 executive review, Board reporting, and quarterly business review materials.
- Develop sales representative productivity reporting, including travel and entertainment expenses and sales performance by representative.
- Partner with the Director, Finance to streamline reporting packages and improve visibility into financial results.
- Provide ad hoc analysis and modeling for decisions about cost optimization, investments, and headcount planning.
- Contribute to FP&A initiatives focused on automation, scalability, and process improvement.
- Visit and work at PacBio locations as required for proper performance of duties.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
