Senior Financial Planning and Analysis

4 weeks ago

Beverly, United States Quanta Dialysis Technologies Full time
Job DescriptionJob Description

Job Title: Senior Financial Planning and Analysis Analyst/Manager

Reporting to: Chief Financial Officer (CFO)

Location: Greater Boston Area – Hybrid environment 1-2 days a week in Beverly, MA office.

Job Summary:

As a Senior Financial Planning and Analysis (FP&A) Analyst/Manager at Quanta Dialysis Technologies, you will play a crucial role in the financial management and strategic decision-making processes within our start-up MedTech company. This position will be responsible for owning and enhancing our monthly reporting models and tracking key financial metrics. Additionally, you will be tasked with summarizing critical narratives for presentation to the CFO for the Board of Directors, developing forecasting models, and contributing to various financial analyses to support business growth and profitability.

This position reports directly into the CFO, and the candidate must be comfortable working with a small global Finance team. There will be heavy exposure to the growing commercial arm of the business. As a start-up company poised for significant growth in the near future, we are looking for a candidate who thrives in a fast-paced environment and is eager to contribute to our journey of innovation and expansion. This candidate must be a quick learner, adaptable, confident, and ready to take on new challenges.

Critical Responsibilities:

  • Build the Company’s long-term revenue and cash forecast.
  • Update the long-term revenue and cash forecast as new information become available.
  • Support the CFO in all aspects of the fundraising process.
  • Develop a prepare a monthly reporting package that explains business performance in the areas of revenue and expense management.
  • Perform analysis as necessary to support decision making.
  • Do whatever is necessary to support a small and growing sales team.

Additional Responsibilities:

  • Own and maintain monthly reporting models to accurately track and analyze revenue, COGS, and OpEx, ensuring timely and accurate reporting to senior management.
  • Delivering competitor analysis, market trends and associated commentary to the leadership team.
  • Provide detailed analysis and commentary on cost centre results and efficiency.
  • Preparing business cases to support new investment, strategic and other business decisions.
  • Communicating results and recommendations to senior leadership for improvements that will lead to cash preservation, cost reduction, revenue generation and streamlined operations.
  • Summarize key financial insights and narratives for presentation to the CFO and Board of Directors, providing actionable recommendations to drive strategic decision-making.
  • Work with our CFO to develop and enhance forecasting models to support short-term and long-term financial planning and budgeting processes, incorporating relevant market trends and business drivers.
  • Lead the preparation of financial presentations and materials for internal stakeholders, external investors, and potential partners, ensuring clarity and accuracy of financial information.

Qualifications:

  • Bachelor's degree in Accounting, Finance, Economics, or related field; MBA or advanced degree preferred.
  • Preference to CPA or CFA candidates.
  • 3-5+ years of experience in financial planning and analysis.
  • Strong proficiency in financial modelling, forecasting, and reporting, with advanced Excel skills and familiarity with financial planning software.
  • Demonstrated experience in buy or sell-side financial analysis, due diligence, and M&A activities.
  • Solid understanding of accounting principles and financial regulations, with the ability to interpret and analyze financial statements.
  • Excellent communication and presentation skills, with the ability to distill complex financial concepts into clear and actionable insights and presenting them to senior leadership in a clear and effective manner.
  • Proven track record of working effectively in a fast-paced, dynamic environment, with the ability to prioritize and manage multiple tasks simultaneously.
  • High level of integrity, professionalism, and a strong desire for continuous learning and development.

  • Financial Planning and Analysis Manager, FP&A

    1 week ago

    Beverly Hills, United States Gersh Full time

    Gersh has been a force in the entertainment industry since its founding in 1949. With a commitment to excellence and hands-on representation, Gersh – a full-service agency with over 300 staff, including more than 130 agents – has earned an unrivaled legacy in Hollywood. In 2023, an equity investment from Crestview Partners signaled a new era for the...

  • Financial Planning

    4 weeks ago

    Beverly Hills, California, United States The Gersh Agency, LLC Full time

    The Manager of Financial Planning & Analysis (FP&A) will analyze operational, commercial, strategic and financial data/metrics in order to provide insightful analysis to drive management actions and initiatives and the planning process. In this role, you will manage business forecasting and budgets; perform financial analyses in line with corporate goals;...

  • Financial Analyst

    3 weeks ago

    Beverly, United States Microline Surgical Inc. Full time

    Job DescriptionJob DescriptionSUMMARY: The Financial Analyst will play the key role in the collection, development, analysis, and reporting of financial-related data to increase overall organizational productivity and profitability. The individual will assist in the development, standardization and verification of data. The Financial Analyst will play a...

  • Financial Analyst

    2 weeks ago

    Beverly, United States Microline Surgical Inc. Full time

    Job DescriptionJob DescriptionSUMMARY: The Financial Analyst will play the key role in the collection, development, analysis, and reporting of financial-related data to increase overall organizational productivity and profitability. The individual will assist in the development, standardization and verification of data. The Financial Analyst will play a...

  • Financial Analyst

    3 weeks ago

    Beverly Hills, United States Coda Search│Staffing Full time

    Coda Search is partnering with a global entertainment company that is seeking to hire a Financial Analyst with offices located in Beverly Hills, CA. This role would sit within the global brands/events services team where the Financial Analyst will work closely with internal stakeholders preparing budgets, forecasts, KPI's analysis, and prepare customized...

  • Anaplan Senior Model Builder

    3 weeks ago

    Beverly Hills, United States Henderson Drake Full time

    Are you an experienced Anaplan Model Builder ready to take your career to the next level? Do you love to drive Innovation and success for businesses by getting the most out of their Anaplan Solutions? Then the role below should very well be of interest.Henderson Drake is delighted to be partnering with a growing and trusted Anaplan consultancy who have grown...

  • Senior Credit Analyst- Technology Lending

    8 hours ago

    Beverly Hills, United States Western Alliance Bank Full time

    The Technology Banking Credit Analyst is responsible for spreading, managing and maintaining financial background information on present and prospective technology customers, and assists with underwriting analysis for the Relationship Managers. Posit Credit Analyst, Technology, Lending, Analyst, Relationship Manager, Senior, Banking

  • Senior Accountant

    1 week ago

    Beverly Hills, United States MCO Full time

    MCO is the shared operational infrastructure of Regent's portfolio companies and an integral part of the firm's overall approach to value creation. Our core mission is to transform businesses for our stakeholders by developing and delivering transformed and sustainable performance within our portfolio. We work with improvement-oriented executives to assist...

  • Senior Accountant

    2 weeks ago

    Beverly Hills, United States Club Monaco Full time

    Club Monaco is an international men's and women's lifestyle brand with a distinctly urban casual point of view, best defined as a play of opposites: mixing vintage with new, hard with soft and eclecticism with minimalism. Each season, Club Monaco offers customers must have fashion and key pieces that together are the foundation of a modern wardrobe. POSITION...

  • Senior Assistant Director of Finance

    3 weeks ago

    Beverly Hills, United States Maybourne Beverly Hills Hotel Full time

    Job Description Job Description Senior Assistant Director of Finance Job Overview The Maybourne Beverly Hills Hotel invites you to explore opportunities to push your creativity and be outstanding in a career that will bring out your craft and passion. We look for people that will share our vision and help bring it to life. If this is something you want to be...

  • LN Concerts, Sr. Financial Analyst

    6 days ago

    Beverly Hills, United States Live Nation Entertainment Full time

    Support monthly business unit forecast analysis process, including event analysis, non-event revenue analysis, and fixed cost analysis. Support preparation of monthly forecast packs. Participate in annual budget process, including historical analysis Financial Analyst, Financial, Analyst, Accounting, Banking, Support

  • Senior Assistant Director of Finance

    4 weeks ago

    Beverly Hills, United States Maybourne Beverly Hills Hotel Full time

    Job DescriptionJob DescriptionSenior Assistant Director of FinanceJob OverviewThe Maybourne Beverly Hills Hotel invites you to explore opportunities to push your creativity and be outstanding in a career that will bring out your craft and passion. We look for people that will share our vision and help bring it to life. If this is something you want to be a...

  • Senior Accountant

    3 weeks ago

    Beverly Hills, United States Club Monaco Full time

    Club Monaco is an international men's and women's lifestyle brand with a distinctly urban casual point of view, best defined as a play of opposites: mixing vintage with new, hard with soft and eclecticism with minimalism. Each season, Club Monaco offers customers must have fashion and key pieces that together are the foundation of a modern wardrobe. POSITION...

  • Financial Advisor

    6 days ago

    Beverly Hills, United States Sagient Full time

    Job Description Job Description Are you passionate about building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team. As a key member, you'll have the opportunity to engage deeply with clients, offering holistic...

  • Financial Advisor

    4 days ago

    Beverly Hills, United States Sagient Full time

    Are you passionate about building enduring client relationships and providing comprehensive financial guidance?Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team. As a key member, you'll have the opportunity to engage deeply with clients, offering holistic advice across insurance,...

  • Senior Property Accountant

    2 weeks ago

    Beverly Hills, United States Robhana Group Full time

    Job DescriptionJob DescriptionWe are looking for a Senior Property Accountant to join our team!Responsibilities:Prepare and examine accounting records, financial statements, taxes, and other financial reportsDevelop and analyze reporting for business operations and budgetsPerform audits, ensuring adherence to standard requirementsCreate new processes to...

  • Snr. Financial Analyst-Investor Relations

    4 weeks ago

    Beverly Hills, United States Altitude Group Full time

    Job DescriptionJob DescriptionOur client is a Real Estate Private Equity Firm located in Beverly Hills. They are seeking a Snr. Financial Analyst/Investor Relations SpecialistThe position would work closely with the CFO and other C-Level Executives of the company. The person in this role will be exposed to the leadership and decision-making of the company...

  • Snr. Financial Analyst-Investor Relations

    2 weeks ago

    Beverly Hills, United States Altitude Group Full time

    Job DescriptionJob DescriptionOur client is a Real Estate Private Equity Firm located in Beverly Hills. They are seeking a Snr. Financial Analyst/Investor Relations SpecialistThe position would work closely with the CFO and other C-Level Executives of the company. The person in this role will be exposed to the leadership and decision-making of the company...

  • Financial Controller

    4 weeks ago

    Beverly Hills, United States Wayfarer Studios LLC Full time

    Job DescriptionJob DescriptionDescription:About Wayfarer Studios: We create purpose-driven, multi-platform film and television productions that elevate and speak to the human spirit. We are a home for creators and fresh voices, debunking the typical studio model by producing stories that serve as true agents for social change. We embrace and champion social...

  • Sr. Financial Analyst

    1 week ago

    Beverly Hills, United States MCO (Mega Corporate Operations) Full time

    MCO is the shared operational infrastructure of Regent’s portfolio companies and an integral part of the firm’s overall approach to value creation. Our core mission is to transform businesses for our stakeholders by developing and delivering transformed and sustainable performance within our portfolio. We work with improvement-oriented executives to...