Full Job Description
This role is hybrid (minimum 3 days a week onsite required) in Charlotte, NC. Biotage offers a comprehensive benefits package including health, dental, and vision insurance as well as a 401k program w/ company match and more!
Role Description
The Senior Financial Analyst will report to the CFO and be responsible for supporting the Americas and APAC management teams over multiple sites with a focus on commissions and revenue reporting. Oversee and manage the financial analysis process. Competent in Power BI, Advanced Excel, Power Query, DAX and Microsoft D365.
Tasks and Responsibilities:
• Create and maintain commission plans for the Americas and APAC commercial teams based on parameters provided.
• Manage the revenue reporting and revenue forecasting processes to ensure timely delivery of information.
• Oversee deferred revenue and gross margin tracking reporting.
• Track sales discounts and manage annual discount review process.
• Build Power BI reports based on the needs of management.
• Participate in global projects related to Business Intelligence.
• Support Microsoft D-365 needs.
• Communicate with and train users of Excel and Power BI reporting
Role Specific Skills:
• Excellent verbal and written communication skills.
• Highly organized and detail oriented.
• Supervisory and management skills.
• Advanced proficiency in Excel, including PivotTables and the ability to read, troubleshoot, modify, and build complex formulas and models
• Strong Power Query skills, particularly connecting to external data sources, transforming and combining data, and building refreshable models based on those connections.
• Strong Power BI skills, with an emphasis on data modeling, Power Query, and data transformation rather than primarily visualization.
• Ability to use Power BI/Power Query as a data-processing platform, not just a reporting tool.
• Ability to write and modify queries is strongly preferred
• Proficient with data analysis, critical thinking and problem-solving.
• Skilled in time management and the ability to prioritize tasks.
• Strong technical troubleshooting and root-cause analysis
• Ability to explain technical concepts and results clearly to nontechnical users
Qualifications and Training:
• Bachelor's degree in finance
• Advanced Excel skills
• Proficient in Power BI, Power Query and DAX
• Experienced with Microsoft D365 ERP system.
• 3 years of experience in report creation and financial/data analysis.