Director of Financial Planning and Analysis

Director of Financial Planning & Analysis (FP&A) - Diagnostics Company

About our client:

They are a precision diagnostics company specializing in innovative, non-invasive diagnostics. They are in a dynamic growth phase, emphasizing sustainable financial discipline and strategic capital allocation.

Position Summary:

This newly created, highly impactful role reports directly to the CFO. Initially, you will focus heavily on expense management and clinical trial financial oversight, transitioning toward full P&L ownership as we move into commercialization. This pivotal role requires deep collaboration across the organization, providing robust financial insights, constructively challenging assumptions, and delivering accurate, actionable reporting for executive decision-making.

Key Responsibilities:

• Strategic Financial Leadership: Lead comprehensive financial planning, budgeting, and forecasting processes.
• Develop robust financial models and perform strategic analysis, especially focused on expense management, clinical trial financial oversight, and commercialization scenario planning.
• Establish and refine company-wide budgeting and forecasting systems, ensuring clear and timely executive reporting, budget accountability, and strategic alignment.
• Operational Excellence: Drive and manage annual budgeting and quarterly forecasting processes, ensuring accuracy, transparency, and effective presentation to leadership and board stakeholders.
• Refine and optimize monthly financial operating reports, monitor performance metrics, and communicate financial insights to stakeholders.
• Continuously improve FP&A processes, introducing best practices, automation, and system enhancements to increase accuracy and timeliness.
• Cross-Functional Collaboration: Engage with cross-functional stakeholders, including Legal, Clinical Trial Operations, Investor Relations, and Commercial teams, to facilitate cohesive financial planning and decision-making.
• Partner closely with the CFO and senior leaders to provide strategic finance support, guiding decisions on expense management, commercialization strategies, and financial scenario planning.
• Collaborate closely with stakeholders across R&D, clinical operations, marketing, and IR.
• Expense Management: Strong emphasis on expense management, cost control, and efficiency improvements, especially critical as clinical trials near completion.

Qualifications:

• Bachelor's Degree in Finance, Accounting, or related field required; Master's in Accounting or MBA preferred.
• CPA preferred, though not required.
• 8 years of progressive FP&A experience, including senior-level responsibility in Pharma, Biotech, Medical Devices, or related industries highly desirable.
• Demonstrated track record of building financial forecasting processes, budgeting, and financial reporting in complex, growth-oriented environments, particularly experience with clinical trial financial management.
• Exceptional communication and collaboration skills, capable of clearly articulating complex financial information to senior management, cross-functional partners, and external stakeholders.
• Experience in venture capital/private equity-backed companies preferred, with a strong ability to engage strategically at executive and board levels.
• Advanced skills in Excel, financial modeling, and familiarity with ERP and expense management platforms (e.g., NetSuite, Concur).
• Advanced degree or equivalent experience in Accounting, Finance, or related discipline essential.