TITLE
Financial Planning & Analysis Manager
WHAT YOU WILL ACHIEVE
The Financial Planning & Analysis Manager is a key member of Addgene's Finance team, responsible for budgeting, forecasting, reporting, and analysis that guide organizational decision-making.
POSITION REPORTS TO
VP, Finance
APPROXIMATE START DATE
October/November
SALARY
$114,000 - 130,000 annually + our amazing benefits (see below)!
LOCATION & POLICY ON REMOTE WORK
This is a hybrid position that will work out of our Watertown, Massachusetts Headquarters at least 3 days a week. Our beautiful office space has free, ample parking with a complimentary shuttle from Harvard Square and is on multiple bus lines, with the cost of public transit covered by Addgene for those onsite at least twice a week.
The Role:
Working closely with the VP of Finance, executives, and department leaders, this role turns financial and operational data into clear insights that support Addgene's mission and long-term sustainability. The ideal candidate is analytically rigorous, detail-oriented, and comfortable working hands-on in NetSuite and Excel to build models, streamline reporting, and tell the story behind the numbers.
To Succeed in this Role, You Will:
- Lead the preparation of the annual operating budget and periodic re-forecasts, partnering with department managers to develop assumptions and track performance against plan.
- Produce timely monthly and quarterly management reporting, including budget-versus-actual analysis, variance commentary, and key performance indicators.
- Build, maintain, and improve financial models to support scenario planning, cash flow forecasting, and long-range planning.
- Leverage NetSuite to extract financial data, build and maintain saved searches and reports, reconcile results, and support month-end close and reporting processes.
- Partner with Accounting to ensure the general ledger, chart of accounts, and departmental structure support accurate and meaningful reporting.
- Analyze revenue, expense, and program trends to identify risks, opportunities, and efficiencies, and translate findings into actionable recommendations.
- Assist with the preparation of materials for the Board of Directors and Audit Committee meetings.
- Support grant, program, and capital budgeting and reporting as needed for a nonprofit environment.
- Continuously improve FP&A processes, tools, and reporting through automation and better use of systems, including NetSuite and connected planning tools.
- Prepare ad hoc analyses and presentations for Finance leadership, department heads, and, as needed, the leadership team and Board.
- Provide financial information to outside auditors and tax advisors.
Skills and Competencies
Required
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
- 5-10 years of progressive experience in FP&A, corporate finance, accounting, or a comparable analytical role.
- Demonstrated ability to use NetSuite for reporting, saved searches, and financial data analysis.
- Advanced Excel skills, including complex formulas, pivot tables, and financial modeling.
- Strong knowledge of US GAAP and Cost Accounting.
- Proficient in Google Slides and/or PowerPoint presentations.
- Strong analytical and problem-solving skills with a high degree of accuracy and attention to detail.
- Excellent written and verbal communication skills, with the ability to present financial concepts to non-financial audiences.
Preferred
- Experience in a nonprofit, mission-driven, or life sciences organization.
- Hands-on experience with NetSuite Planning & Budgeting (NSPB) or other FP&A/planning software.
- Familiarity with BI or data visualization tools (e.g., Tableau, Power BI).
- CPA, CMA, MBA, or progress toward a relevant certification or advanced degree.
Benefits
At Addgene, we prioritize our people with comprehensive benefits that support both your work and your life.
Full-time employees receive:
- 85% company-paid healthcare premiums including dental (extending to family members) and 100% company-paid deductible
- Life, short-term, and long-term disability insurance.
- 22 days of PTO on top of our winter break closure and company holidays.
- A 403(b) retirement account with a company match of 4% after 2 years of employment.
- Annual professional development stipend
- Annual lifestyle stipend
- Fully paid public transportation for employees who work onsite two or more days per week.
- Onsite yoga classes & wellness reimbursement
- Pet insurance
- Annual financial planning one-on-ones with our plan administrator
