Director - Financial Planning and Analysis

3 days ago

Waltham, United States Trinity Life Sciences Full time

We are seeking a highly motivated and experienced Director of Financial Planning and Analysis (FP&A) to join our finance team. The Director of FP&A will be responsible for managing and overseeing the company's financial planning and analysis activities, including the annual planning process, monthly forecasting, financial modeling, strategic analysis and development and review of Board presentations. This position will report to our Vice President of FP&A and will work closely with the CFO and other senior executives at Trinity. The ideal candidate will have a strong background in finance and accounting, with proven experience in leadership roles and a track record of success in FP&A. This person should be hands-on and passionate about their career and is looking for a dynamic and fast-paced environment.

Position Responsibilities:

  1. Lead the annual financial planning and monthly forecasting processes, collaborating with multiple stakeholders across the organization.
  2. Manage the financial reporting and analysis for the company, including monthly, quarterly, and annual reporting.
  3. Provide financial analysis and strategic insights to senior management to support decision-making processes.
  4. Work with senior leadership to implement strategic initiatives, including growth investments, pricing analyses, new product offerings and geographic expansion/entry into new markets. Determine ways to measure ROI and track performance against these investments.
  5. Lead and mentor the FP&A team, providing guidance, coaching and professional development opportunities.
  6. Build strong relationships with stakeholders across the organization, including senior leadership, department heads, and external partners.
  7. Develop and monitor financial KPIs and manage the creation of executive dashboards and other data visualizations to track business performance.
  8. Create internal & external executive reporting documents including Board and other management presentations.
  9. Other special projects, as requested, including assisting with due diligence or integration of potential acquisitions and development of 5-year strategic plan.

This hybrid role can be office based at our HQ in Waltham, MA, or in NYC.

Qualifications:

  1. Minimum 10 years of relevant financial experience. Proven track record in leading/managing an FP&A team.
  2. Degree in Finance, Accounting or other relevant degree; MBA and/or CPA a plus.
  3. Must have thorough understanding of financial statements and the interface between board reporting, management reporting and budgeting/forecasting.
  4. Relevant experience with software and technology solutions that the FP&A team utilizes to help with forecasting, data visualization and reporting, including PowerBI, Adaptive and Salesforce (or similar solutions).
  5. Strong presentation and communication skills required. Ability to collaborate across various financial and operational groups from senior management to staff.
  6. Strong understanding of U.S. GAAP and finance principles.

About Us:

With 25+ years of expertise, a best-in-the-business team and unrivaled access to data and analytics, Trinity Life Sciences is a modern partner to companies in the life sciences industry. Trinity combines strategy, insights and analytics to help life science executives with clinical and commercial decision-making.

Trinity is humbled to work with over 300 active clients, including the top 35 biopharma companies in the world, as well as mid-tier and biotechs, dozens of leading medical device, diagnostic and related companies. In 2023, the company worked on 75% of all new drug launches and provides ongoing, in-depth, high value thought leadership that helps shape the industry.

With 1300 employees and 11 offices around the globe, Trinity continues to grow both organically and through acquisitions. These acquisitions included BluePrint Research Group, CBPartners, TGaS Advisors, Bell Canyon and D Cube Analytics, the latter of which dramatically leap-frogged Trinity to the leading provider of go-to-market analytics and AI to biopharma companies. Trinity has also entered into transformative partnerships with Bain & Company and Havas Health & You that have strategically advanced Trinity's mission to revolutionize the pharmaceutical commercial model.

Ultimately, we know that every decision our clients make impacts a life, and when we help our clients achieve their goals, the world benefits. To learn more about how Trinity is elevating the industry and driving evidence to action, visit TrinityLifeSciences.com.

Trinity's Commitment to Diversity, Equity & Inclusion:

Trinity Life Sciences is an Equal Opportunity Employer that prohibits discrimination and harassment of any kind. Trinity is committed to the principles of diversity, equity, and inclusion and to providing employees with a work environment that is free of discrimination and harassment. All employment decisions at Trinity are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, disability, ethnicity, gender identity or expression, family, parental, or veteran status, and/or any other status based on identity or that is protected by the laws or regulations in the locations where we operate. Trinity will not tolerate any form of discrimination or harassment and encourages applicants of all ages and identities.

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