Manager, Financial Planning & Analysis

SAGA Diagnostics; Morrisville; On-site; CAD 90,000 - 120,000; Full time

Job summary

A leading company in the life sciences sector is seeking a Manager of Financial Planning and Analysis. This role involves overseeing financial processes, including budgeting, forecasting, and financial modeling, while collaborating closely with management to drive growth and enhance decision-making. The ideal candidate will have a strong background in finance, excellent communication skills, and a proven track record in financial analysis.

Benefits

Competitive Compensation

Company-wide benefits plan

Opportunities for career advancement

Collaborative work environment

Qualifications

• 5-7 years of experience in financial planning and analysis.
• Strong understanding of financial reporting and key performance metrics.

Responsibilities

• Lead the preparation and execution of the company’s annual budget process.
• Develop and maintain long-term financial models for strategic planning.
• Prepare and present monthly financial reports for senior leadership.

Skills

Financial Reporting

Financial Modeling

Communication

Budgeting

Forecasting

Education

Bachelor’s degree in Finance

MBA or CPA

Tools

Excel

ERP systems

Financial planning software

Job description

Company Overview: SAGA Diagnostics is an innovative multi-national life sciences company at the forefront of pioneering diagnostic solutions. Our proprietary MRD testing platform helps patients, oncologists, clinical researchers and drug developers to confidently detect residual disease post-curative intent therapy and monitor response to therapy with unprecedented sensitivity, specificity and turn-around time. Headquartered in Morrisville, NC, SAGA Diagnostics’ accomplished team comprises the industry’s most seasoned liquid biopsy experts united in a shared promise to patients to detect and intercept molecular residual disease as early as possible for every patient.

Position Overview: We are seeking a highly skilled and strategic Manager of Financial Planning and Analysis (FP&A) to join our finance team and report directly to the CFO. The Manager of FP&A will be responsible for overseeing and executing a wide range of financial processes, including forecasting, budgeting, financial analysis, long-range financial modeling, ROI analysis for departments, investor relations, financing support, and special projects as assigned by the CFO. This is a key role that will partner closely with management to provide actionable insights, enhance financial decision-making, and drive long-term growth.

Key Responsibilities:

1. Forecasting & Budgeting:

o Lead the preparation and execution of the company’s annual budget process, ensuring alignment with strategic business goals.

o Manage the monthly/quarterly forecasting process, analyzing variances between actual and forecasted performance.

o Collaborate with department heads to ensure accurate financial projections and provide guidance on financial targets.

2. Long-Range Financial Modeling:

o Develop and maintain long-term financial models to support strategic planning, corporate initiatives, and capital allocation decisions.

o Provide scenario analysis and recommendations for future growth, cost management, and profitability improvements.

3. Monthly Financial Analysis & Metrics Reporting:

o Prepare and present monthly financial reports for senior leadership, highlighting key performance indicators (KPIs), trends, and financial performance.

o Analyze financial performance against budget and forecast, providing actionable insights and recommendations to improve results.

o Ensure the accuracy and timeliness of financial reporting, ensuring that metrics align with strategic priorities.

4. Department ROI Support:

o Partner with various departments to assess return on investment (ROI) for new initiatives, projects, and expenditures.

o Assist in evaluating capital projects, cost-saving opportunities, and investments by analyzing their financial impact and presenting clear financial assessments to leadership.

5. Investor Relations:

o Support the CFO in preparing investor communication materials, including quarterly earnings reports, presentations, and press releases.

o Assist in the preparation of presentations for board meetings, investor conferences, and other external communications related to company performance.

6. Financing Support:

o Assist in financial modeling and analysis for funding and capital structure decisions, including debt financing, equity offerings, and other capital-raising initiatives.

o Work closely with the CFO and external partners on evaluating financing opportunities and structuring deals.

7. Special Projects:

o Support the CFO on ad-hoc projects and initiatives, including business acquisitions, mergers, and new business ventures.

o Lead or assist in cross-functional projects to improve financial processes, reporting systems, and organizational efficiency.

Qualifications & Skills:

· Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred).

· Minimum of 5-7 years of experience in financial planning and analysis, with a focus on budgeting, forecasting, and financial modeling.

· Strong understanding of financial reporting, financial statement analysis, and key performance metrics.

· Experience in developing and presenting long-range financial models and strategic financial plans.

· Excellent communication skills, with the ability to explain complex financial concepts to non-financial stakeholders.

· Strong proficiency in financial modeling tools and software (Excel, ERP systems, and financial planning software).

· Experience with investor relations, financing support, or capital markets is highly desirable.

· Proven track record of working cross-functionally and building strong relationships with internal and external stakeholders.

· Highly organized with the ability to manage multiple priorities in a fast-paced environment.

• Competitive Compensation and company wide benefits plan

• Opportunities for career advancement and professional development.

• A collaborative and innovative work environment dedicated to improving oncology outcomes.

SAGA Diagnostics is an equal opportunity employer, fully committed to achieving a diverse and inclusive workplace that embraces and encourages applicants of every background. The company’s policy regarding equal employment opportunity means that all decisions regarding recruitment, hiring, benefits, wage and salary administration, scheduling, disciplinary action and termination will be made without unlawful discrimination on the basis of sex, gender, race, color, age, national origin, religion, disability, medical condition, genetic information, marital status, sexual orientation, gender identity or expression, citizenship status, pregnancy or maternity, veteran status, or any other status protected by applicable federal, state or local law. If you require reasonable accommodation in completing an application, interviewing, or otherwise participating in the employee selection process, please direct your inquiries to [e-mail]. SAGA Diagnostics is a participant in the E-Verify program, learn more about the program and review our required disclosureshereandhere.