Director, Financial Planning and Analysis

Mesa-Labs-2; San Diego (CA); Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Annual bonus 22%

Annual equity award $30,000

Company paid disability

401(k) with 4% match

Paid holidays & PTO

Job summary

Mesa Labs seeks a Director of Financial Planning & Analysis to partner with senior leaders, steer budgeting, forecasting, and long‑range planning, and deliver actionable financial insights. You will lead a small team, develop robust financial models, and drive performance through rigorous analysis and cross‑functional collaboration.

The role requires deep expertise in corporate finance, strong communication, and a hands‑on approach to enable strategic growth in a global, public company

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Admin or related field.
• Typically 10–15 years in financial planning/analysis, corporate finance, or related roles.
• At least 5 years of progressive leadership experience with senior business partners.
• Experience with financial modeling, budgeting, forecasting, and reporting.
• Publicly traded company experience or equivalent internal controls is a plus.

Responsibilities

• Lead strategic finance partnerships with business units and leaders.
• Own annual operating plans, forecasts, and long-range planning.
• Develop and maintain complex financial models for revenue, margins, OPEX, capex, and profitability.
• Provide monthly/quarterly performance reviews and executive-level reporting.
• Drive KPIs and actionable insights to improve performance and cash flow.
• Collaborate with Sales, Marketing, Ops, and other functions to analyze profitability and pricing.

Skills

Financial modeling

Budgeting & forecasting

Strategic partnership

Business analytics

Communication

Leadership

Excel modeling

Scenario analysis

Financial reporting

Education

Bachelor's degree in Finance/Accounting/Business

MBA, CPA, CMA preferred

Tools

ERP systems

CRM systems

BI tools / dashboards

Microsoft Excel

Job description

Director, Financial Planning and Analysis

Job Category: Finance

Requisition Number: DIREC002388

• Posted : October 15, 2026
• Full-Time
• Hybrid

Locations

Showing 1 location

Description

Are you looking for an opportunity to make a difference? At Mesa Labs we’re passionate about protecting the vulnerable by enabling scientific breakthroughs, ensuring product integrity, increasing patient and worker safety, and improving quality of life around the world.

At Mesa Labs we offer competitive wages, including potential bonus opportunities, equity awards, commission, and a comprehensive benefits package based on the position.

• Annual bonus opportunity of 22% based on company performance
• Annual equity award of $30,000

Outstanding Benefits and Perks We are proud to offer a variety of benefits that meet the diverse needs of our employees:

• Eligible for benefits the first day of the month after you start
• Tiered Medical, Dental and Vision Insurance options, Health savings (HSA), healthcare & dependent care flexible spending (FSA) accounts
• Company paid short term and long-term disability (unless covered by a state disability plan)
• Company paid life insurance and AD&D
• Flexible Time Off Policy
• Paid sick leave of 48 hours per calendar year
• Eligible employees may receive four (4) weeks paid Care Giver leave after 1 year of service or in accordance with state leave laws
• 401(k) plan that provides a 4% Safe Harbor company match on a 4% employee contribution that begins on Day 1
• Employee Wellness and Financial Assistance Resources through Cigna and NY Life
• Nine (9) paid company holidays per year

Agena Bioscience® empowers research laboratories worldwide to deliver scalable targeted genomic data. Our open, advanced platform, the MassARRAY® System, provides researchers with insights through a highly multiplexed solution in the areas of mutation profiling, liquid biopsy, pharmacogenetics, and more.

Job Summary

The Director, Financial Planning & Analysis (FP&A) serves as a strategic finance business partner to assigned business units and functional leaders, providing financial insight, analysis, and recommendations to drive business performance, profitable growth, and informed decision-making. This role leads financial planning, forecasting, performance analysis, and decision support, translating financial and operational data into actionable business insights.

Operating within a publicly traded, global organization, the Director combines strategic thinking with hands‑on financial execution. The position works closely with senior business leaders to challenge assumptions, evaluate opportunities, strengthen financial accountability, and support business objectives. The Director leads a small team of financial analysts while maintaining direct responsibility for complex financial models, analyses, and executive-level deliverables.

Duties/Responsibilities

Strategic Finance Business Partnership

• Serve as the primary finance partner to assigned business units and functional leaders, providing financial guidance and constructive challenge to support business decisions.
• Develop a thorough understanding of business operations, products, customers, markets, and financial and operational performance drivers.
• Partner with business leaders to identify risks, opportunities, and actions to improve revenue growth, profitability, cash flow, and return on investment.
• Provide financial leadership and recommendations regarding resource allocation, operating expenses, organizational investments, and business priorities.
• Participate in business leadership discussions, influencing decisions through financial analysis, sound judgment, and business acumen.

Financial Planning, Budgeting & Forecasting

• Lead annual operating plans, periodic forecasts, and long-range financial planning for assigned businesses and functions.
• Independently develop and maintain financial models supporting revenue, gross margin, operating expenses, headcount, capital expenditures, and profitability.
• Partner with business leaders to establish financial targets, validate assumptions, and develop realistic, data‑driven forecasts.
• Conduct scenario and sensitivity analyses to evaluate potential business outcomes and support decision‑making.
• Identify financial risks and opportunities and recommend actions to improve forecast accuracy and business performance.
• Coordinate with Corporate FP&A to ensure alignment with company objectives, financial commitments, and reporting timelines.

Financial Performance Analysis & Reporting

• Lead monthly and quarterly business performance reviews, including analysis of actual results against budget, forecast, and prior‑year performance.
• Prepare financial analyses, management presentations, and executive‑level reporting materials.
• Identify and explain key financial variances, business trends, and performance drivers, providing recommendations for improvement.
• Develop and monitor financial and operational KPIs to support accountability and business decisions.
• Partner with Accounting and Controllership to understand financial results, investigate variances, and support accurate management reporting.
• Present financial results, risks, opportunities, and recommendations to business and Finance leadership.

Commercial & Operational Finance

• Partner with Sales, Marketing, Operations, Supply Chain, Product Management, and other functions to understand financial performance and business drivers.
• Analyze revenue, pricing, product and customer profitability, sales mix, and margin trends to identify growth and profitability opportunities.
• Evaluate manufacturing costs, productivity, inventory, capacity utilization, and operational efficiency as applicable.
• Develop financial analyses supporting pricing decisions, product launches, customer opportunities, cost improvement initiatives, and operational investments.
• Support working capital management through analysis of inventory, receivables, and other relevant business drivers.
• Identify opportunities to improve financial and operational performance and partner with business leaders on action plans.

Strategic Initiatives & Business Growth

• Develop financial models and business cases supporting growth initiatives, capital investments, organizational changes, and other strategic decisions.
• Evaluate investment opportunities through return‑on‑investment analysis, scenario modeling, and assessment of financial risks and benefits.
• Support acquisition‑related financial analysis, integration planning, and performance tracking as assigned.
• Partner with business leaders to translate strategic priorities into measurable financial objectives and execution plans.
• Provide financial analysis and recommendations supporting business transformation and operational improvement initiatives.

Public Company Reporting & Financial Governance

• Support financial planning, forecasting, and management reporting requirements within a publicly traded company.
• Ensure financial analyses, forecasts, and reporting are accurate, appropriately supported, and consistent with established financial policies and internal controls.
• Partner with Accounting, Controllership, and Corporate Finance to support quarterly and annual reporting activities.
• Prepare financial analyses and materials supporting executive leadership, Board of Directors, and investor‑related reporting as requested.
• Maintain appropriate documentation and review practices to support financial accuracy, internal controls, and audit requirements.
• Promote financial accountability and disciplined decision‑making across assigned businesses.

Leadership & Team Development

• Lead, coach, and develop a small team of financial analysts and sales operations analysts establishing clear expectations, priorities, and performance objectives.
• Provide technical guidance and professional development to strengthen financial modeling, analytical, and business partnership capabilities.
• Maintain direct ownership of complex financial analyses, models, and reporting deliverables while effectively leveraging team resources.
• Review team deliverables for accuracy, completeness, and business relevance.
• Foster a culture of accountability, collaboration, continuous improvement, and strong internal customer service.

Financial Systems & Process Improvement

• Identify and implement improvements to financial planning, forecasting, reporting, and analytical processes.
• Develop and enhance financial models, reporting tools, dashboards, and performance metrics.
• Leverage ERP and CRM systems, financial planning tools, and business intelligence technologies to improve efficiency, accuracy, and analytical capabilities.
• Promote standardization and automation of recurring financial processes to increase capacity for strategic analysis.
• Partner with Finance and IT stakeholders to improve financial data quality and reporting capabilities.

Experience/Education

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field, or equivalent combination of education and experience.
• Typically 10-15 years of progressive experience in financial planning and analysis, corporate finance, operational finance, or related financial leadership roles.
• At least 5 years of progressive leadership experience, including experience managing or developing finance professionals and partnering directly with senior business leaders.
• Significant hands‑on experience with financial modeling, budgeting, forecasting, management reporting, and financial performance analysis.
• Experience in a publicly traded company or an organization with comparable financial reporting and internal control requirements preferred.
• Experience in manufacturing, life sciences, medical devices, diagnostics, or other complex product‑based businesses preferred.
• MBA, CPA, CMA, or other relevant advanced qualification preferred.

Knowledge and Skillsets Required

• Advanced financial planning, forecasting, modeling, and analytical capabilities, including a strong understanding of income statements, balance sheets, and cash flow.
• Strong business and financial acumen with the ability to understand commercial, operational, and organizational drivers of financial performance.
• Demonstrated ability to translate financial data into actionable recommendations and influence senior business leaders.
• Strong understanding of financial reporting, accounting principles, and internal control requirements applicable to publicly traded organizations.
• Advanced proficiency in Microsoft Excel, including complex financial modeling, scenario analysis, and data analysis.
• Experience with ERP and CRM systems, financial planning platforms, and business intelligence tools.
• Strong analytical and problem‑solving skills with the ability to independently evaluate complex business issues and recommend solutions.
• Excellent communication, presentation, and interpersonal skills, including the ability to communicate financial concepts clearly to non‑financial audiences.
• Ability to challenge assumptions constructively, exercise sound judgment, and build trusted relationships with business leaders.
• Strong organizational and project management skills with the ability to manage competing priorities and meet critical deadlines.
• Demonstrated ability to operate effectively in a lean, fast‑paced environment requiring both strategic thinking and hands‑on execution.
• Strong leadership and coaching skills with the ability to develop financial talent and collaborate across a global organization.
• High level of integrity, accountability, attention to detail, and commitment to financial accuracy.

Physical Demands:

• Sitting: Often for extended periods at desks or meetings.
• Standing or walking: Occasionally for meetings, business reviews, or site visits.
• Using computers: Frequent typing and use of computers and office equipment.
• Lifting: Light, generally less than 10 pounds.
• Repetitive motions: Frequent use of keyboard and mouse.

Environmental Conditions:

• Workspace: Climate‑controlled office environment, with occasional visits to manufacturing or other company facilities.
• Lighting: Standard office lighting appropriate for computer‑based work.
• Noise Levels: Moderate office noise with occasional interruptions from phone calls and conversations.
• Ergonomics: Workstations with desks and adjustable chairs to support appropriate posture.
• Ventilation: Standard office ventilation systems providing a comfortable working environment.

Mesa Labs is an Equal Employment Opportunity Employer.

Mesa Labs prohibits unlawful discrimination and harassment against applicants or employees based on age, race, sex, color, religion, creed, national origin or ancestry, disability, military status, sexual orientation, or any other status protected by applicable state or local law. Please note that Mesa Labs conducts criminal background checks upon offer acceptance.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.