Financial Planning & Analysis Manager

TITLE:

WHAT YOU WILL ACHIEVE:

POSITION REPORTS TO:

APPROXIMATE START DATE:

SALARY:

LOCATION & POLICY ON REMOTE WORK:

The Role:

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:

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

The Organization:

Life at Addgene: