Director, Financial Planning and Analysis
NodThera Ltd, Boston, MA, United States
Director, Financial Planning and Analysis
SUMMARY
The Director of Financial Planning and Analysis (FP&A) is responsible for providing overall planning, monitoring, evaluation, and reporting on the Company’s financial performance. This involves developing and managing financial analysis procedures and identifying and prioritizing recommended actions. In addition, the role conducts financial analysis, modeling, forecasting, and reporting efforts to ensure efficient financial operations. You will prepare and maintain metric-driven financial models used to forecast and evaluate the Company’s profitability and perform additional analysis as requested.
RESPONSIBILITIES IPO/RM Readiness & Strategic Planning
Maintain and model capitalization tables, including preferred and common equity
Lead IPO/RM scenario modeling and sensitivity analysis to support decision making
Partner with investment banks, legal, and accounting team to support the IPO process and documentation
Prepare financial materials for board, investor, and banking presentations
Forecasting & Budgeting
Interact proactively and collaboratively with executive leadership teams regularly
Manage the annual budgeting and long-range planning process across all departments and subsidiaries, including rolling forecasts
Develop and maintain dynamic financial models to support strategic initiatives and operational decisions
Implement and manage a rolling 12-week cash forecast in partnership with the Corporate Controller
Analyze budget vs. actual performance and provide actionable insights using historical data, predict future results, and analysis for investment, sourcing, cost reduction, and lead strategic business decisions
Review analysis results, develop insightful suggestions for investment, sourcing, cost reduction, and lead strategic business decisions
Systems & Process Optimization
Continuously develop tools/systems and automate processes; manage the implementation of a budgeting and forecasting solution to streamline the forecasting and budgeting processes and provide enhanced reporting functionality
Build clear, accurate, and reliable predictive forecast modeling for multiple functional areas
Ensure alignment between FP&A and accounting systems for accurate financial reporting
Cross-Functional Collaboration
Partner with the Controller to ensure alignment on cash flow, accruals, and financial controls
Support strategic initiatives, including fundraising, M&A, and partnership evaluations
Work closely with R&D, G&A, and clinical teams to understand cost drivers and forecast needs
Review operations for cost-savings opportunities and work cross-functionally to incorporate these initiatives
Governance & reporting
Prepare in collaboration with the Controller, monthly, quarterly, and annual financial reports for executive leadership and the board
Support audit and compliance efforts, ensuring financial transparency and readiness for public reporting
Maintain awareness of internal controls and recommend improvements as needed
Protect the organization’s value by keeping information confidential
Development and Other
Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations
Assist in accounting areas as needed
Prepare other reports and participate in other special projects as requested
EDUCATION & EXPERIENCE REQUIREMENTS
Bachelor’s or Master’s degree in Finance or Accounting
A minimum of 10 years of professional experience required
Prior experience managing the FP&A function and demonstrated ability to be a consultative thought-partner to your internal clients
Exceptional analytical, quantitative, analytical, and statistical skills
Proficient knowledge of US GAAP, FASB ASC
Strong financial modeling skills, along with an understanding of financial reporting and cash flow information
Must be detail-oriented and able to balance multiple responsibilities and tasks while meeting deadlines
Advanced proficiency in MS Excel and working with an ERP System
High degree of proactively, and ability to act and operate independently with minimal daily direction to accomplish objectives
Ability to work cooperatively and collaboratively with all levels of employees, management, and outside parties to maximize performance, creativity, problem-solving, and results
Self-motivated: You can work with a minimum of supervision and be capable of strategically prioritizing multiple tasks in a proactive manner
Passionate: You must be passionate about collaboration and ensuring our clients are successful; we love seeing hunger and ambition.
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RESPONSIBILITIES IPO/RM Readiness & Strategic Planning
Maintain and model capitalization tables, including preferred and common equity
Lead IPO/RM scenario modeling and sensitivity analysis to support decision making
Partner with investment banks, legal, and accounting team to support the IPO process and documentation
Prepare financial materials for board, investor, and banking presentations
Forecasting & Budgeting
Interact proactively and collaboratively with executive leadership teams regularly
Manage the annual budgeting and long-range planning process across all departments and subsidiaries, including rolling forecasts
Develop and maintain dynamic financial models to support strategic initiatives and operational decisions
Implement and manage a rolling 12-week cash forecast in partnership with the Corporate Controller
Analyze budget vs. actual performance and provide actionable insights using historical data, predict future results, and analysis for investment, sourcing, cost reduction, and lead strategic business decisions
Review analysis results, develop insightful suggestions for investment, sourcing, cost reduction, and lead strategic business decisions
Systems & Process Optimization
Continuously develop tools/systems and automate processes; manage the implementation of a budgeting and forecasting solution to streamline the forecasting and budgeting processes and provide enhanced reporting functionality
Build clear, accurate, and reliable predictive forecast modeling for multiple functional areas
Ensure alignment between FP&A and accounting systems for accurate financial reporting
Cross-Functional Collaboration
Partner with the Controller to ensure alignment on cash flow, accruals, and financial controls
Support strategic initiatives, including fundraising, M&A, and partnership evaluations
Work closely with R&D, G&A, and clinical teams to understand cost drivers and forecast needs
Review operations for cost-savings opportunities and work cross-functionally to incorporate these initiatives
Governance & reporting
Prepare in collaboration with the Controller, monthly, quarterly, and annual financial reports for executive leadership and the board
Support audit and compliance efforts, ensuring financial transparency and readiness for public reporting
Maintain awareness of internal controls and recommend improvements as needed
Protect the organization’s value by keeping information confidential
Development and Other
Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations
Assist in accounting areas as needed
Prepare other reports and participate in other special projects as requested
EDUCATION & EXPERIENCE REQUIREMENTS
Bachelor’s or Master’s degree in Finance or Accounting
A minimum of 10 years of professional experience required
Prior experience managing the FP&A function and demonstrated ability to be a consultative thought-partner to your internal clients
Exceptional analytical, quantitative, analytical, and statistical skills
Proficient knowledge of US GAAP, FASB ASC
Strong financial modeling skills, along with an understanding of financial reporting and cash flow information
Must be detail-oriented and able to balance multiple responsibilities and tasks while meeting deadlines
Advanced proficiency in MS Excel and working with an ERP System
High degree of proactively, and ability to act and operate independently with minimal daily direction to accomplish objectives
Ability to work cooperatively and collaboratively with all levels of employees, management, and outside parties to maximize performance, creativity, problem-solving, and results
Self-motivated: You can work with a minimum of supervision and be capable of strategically prioritizing multiple tasks in a proactive manner
Passionate: You must be passionate about collaboration and ensuring our clients are successful; we love seeing hunger and ambition.
#J-18808-Ljbffr