Senior Financial Analyst, Sales & Marketing
Key Responsibilities
Operating Expense/Capital Expenditure Forecasting & Budgeting
- Lead monthly forecasting and annual budgeting processes for Sales & Marketing functions.
- Partner with department heads to understand spending trends, headcount plans, and key initiatives.
- Build and maintain detailed OPEX models, ensuring data integrity and alignment with corporate targets.
- Identify and communicate key risks, opportunities, and drivers impacting expense performance.
- Continuously improve forecasting tools, templates, and planning processes to increase accuracy and efficiency.
- Manage rental fleet assets in partnership with the Sales team, forecasting end-of-term outcomes and timing, including potential purchases, extensions, or returns to the fleet
- Forecast costs for the sequencing services department and develop reporting to assess and communicate the impact on gross margin
Actuals Review & Month-End Close
- Review actual results versus forecast and budget, providing clear explanations of variances and actionable recommendations.
- Partner with Accounting to support the monthly close process, including preparation and review of accrual journal entries and reclass adjustments.
- Collaborate with Accounting and international service providers to enhance visibility into international sales and marketing spend, improving forecast accuracy for international cost centers
- Prepare and post monthly accruals for operating expenses, ensuring proper expense recognition and cost center accuracy.
- Perform headcount and departmental expense reconciliations to ensure financial accuracy.
- Ensure financial data integrity across systems and support audit and compliance requirements.
Management Reporting
- Support corporate management reporting, integrating functional forecasts and results into company-wide reporting.
- Prepare monthly and quarterly management reports highlighting financial trends, variances, and strategic insights.
- Assist in preparation of materials for executive reviews, Board reporting, and quarterly business reviews (QBRs).
- Develop sales representative productivity reporting, including travel and entertainment (T&E) expenses and sales performance by representative.
- Partner with the Director, Finance to streamline reporting packages and enhance visibility into financial results.
Strategic Analysis & Process Improvement
- Provide ad hoc analysis and modeling to support decision-making on cost optimization, investments, and headcount planning.
- Contribute to FP&A team initiatives focused on automation, scalability, and process improvement.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (CPA, CMA, or MBA preferred).
- 5+ years of progressive FP&A, corporate accounting, or a combination of both, preferably in life sciences, biotechnology, or technology.
- Strong understanding of operating expense management, forecasting, month-end close processes, and financial statement relationships.
- Advanced Excel and financial modeling skills; proficiency in SAP and planning tools such as Anaplan a plus.
- Excellent analytical and problem-solving skills.
- Excellent interpersonal, written, and verbal communication skills.
- Highly organized self-starter with strong attention to detail and the ability to manage multiple priorities under tight deadlines.
Candidates must have current authorization to work in the United States without the need for present or future sponsorship.
Non-Field Based Employees are required to be onsite Monday-Thursday (Friday work from home). Depending on the role, some employees may be required to be 100% onsite.
You may be required from time to time to visit and work at PacBio locations and for such times as the Company considers necessary for the proper performance of your duties.
All listed tasks and responsibilities are deemed as essential functions to this position; however, business conditions may require reasonable accommodations for additional tasks and responsibilities.
#LI-Onsite
Salary Range:
$112,000.00 - $168,000.00
