Senior Financial Analyst

Exagen-Inc.-; Carlsbad (CA); On-site; USD 100,000 - 135,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) retirement savings

Job summary

Exagen Inc. in Carlsbad, CA is seeking a Financial Analyst or Senior Financial Analyst to join the FP&A team. The role supports budgeting, forecasting, and strategic decision-making, partnering with leaders across the organization.

This position offers on-site work with occasional remote flexibility. The ideal candidate will have strong analytical skills, advanced Excel, and experience with budgeting, forecasting, and financial reporting.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 2–4+ years in FP&A, corporate finance, or related analytically driven roles.
• Strong analytical and financial modeling abilities.
• Advanced Excel and proficiency with budgeting/forecasting.
• Experience presenting to leadership and managing multiple priorities.

Responsibilities

• Support annual budget, monthly forecast, and long-range plans.
• Partner with department leaders for budgets, forecasts, and headcount planning.
• Perform variance analysis and identify drivers.
• Build and maintain financial models for decisions.
• Support workforce planning, reporting, and KPIs.
• Assist exec and board reporting; drive process improvements.

Skills

Analytical skills

Financial modeling

Excel proficiency

Budgeting & forecasting

Variance analysis

Communication skills

Project management

Data interpretation

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Planful

Adaptive Planning

Pigment

Prophix

Power BI

SQL

Job description

Overview

About our Company:Exagen is a patient-focused and discovery-driven life sciences company dedicated to transforming the care continuum for patients suffering from debilitating and chronic autoimmune diseases. Our goal is to enable rheumatologists to improve care for patients through the differential diagnosis, prognosis, and monitoring of complex autoimmune and autoimmune-related diseases, including lupus and rheumatoid arthritis. By leveraging our proprietary Cell-Bound Complement Activation Products, or CB-CAPs, technology, we help get to the real cause of a patient’s symptoms and guide their journey to improved health.

About the Role:

We are looking for a Financial Analyst or Senior Financial Analyst to join our growing FP&A team. This role will partner closely with leaders across the organization to support budgeting, forecasting, workforce planning, reporting, and strategic decision-making. The ideal candidate is analytical, curious, and comfortable working with data to deliver meaningful business insights. This position offers broad exposure across the organization and the opportunity to contribute to key financial planning processes while supporting senior leadership and business partners. We are open to hiring at either the Financial Analyst or Senior Financial Analyst level. The level and compensation will be determined based on experience, qualifications, and demonstrated capabilities.

This role is primarily based on-site in our Carlsbad office, with occasional remote flexibility.

Responsibilities

Key Responsibilities

• Support the annual budget, monthly forecast, and long-range planning processes
• Partner with department leaders to develop budgets, forecasts, and resource plans
• Perform monthly variance analysis and identify key business drivers
• Develop and maintain financial models to support strategic and operational decision‑making
• Support workforce planning, headcount reporting, and labor analysis
• Assist with executive, board, and management reporting
• Monitor and analyze key performance indicators (KPIs) and provide actionable insights
• Support financial systems administration, reporting enhancements, and process improvements
• Perform ad hoc analyses and special projects to support leadership decision‑making
• Assist with revenue, gross margin, and COGS‑related analyses as needed

Qualifications

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 2-4+ years of experience in FP&A, corporate finance, accounting, business analytics, or a related discipline
• Strong analytical and financial modeling skills
• Advanced Microsoft Excel skills
• Strong communication and presentation skills
• Ability to manage multiple priorities in a fast‑paced environment
• Experience with budgeting, forecasting, variance analysis, and financial reporting
• Experience partnering directly with department leaders and management
• Advanced financial modeling and analytical capabilities
• Experience presenting financial results and recommendations to leadership
• Ability to work independently and drive projects to completion
• Demonstrated ownership of budgeting, forecasting, and planning processes

Preferred Qualifications

• Experience within diagnostics, healthcare, medical device, biotechnology, life sciences, or other regulated industries
• Experience supporting or analyzing cost of goods sold (COGS), gross margin, inventory, manufacturing operations, supply chain, or laboratory operations
• Experience with financial planning and reporting platforms such as Planful, Adaptive Planning, Pigment, Prophix, or similar solutions
• Experience with Power BI, SQL, or other business intelligence tools
• CPA or MBA
• Strong business acumen and intellectual curiosity
• Excellent problem‑solving and critical‑thinking skills
• Ability to build strong working relationships across functions
• Comfortable working with large datasets and translating results into actionable business insights
• Self‑starter who thrives in a collaborative environment
• Continuous improvement mindset with a focus on efficiency, automation, and process enhancements

Pay Range: $100,000-135,000, depending on experience level

Benefits: We offer a competitive benefits package designed to support the health, financial well‑being, and work‑life balance of our employees, including medical, dental, and vision insurance; Health Care and Dependent Care Flexible Spending Accounts; a 401(k) retirement savings program; 4 weeks paid time off (PTO); paid company holidays; employer‑paid life insurance; optional life insurance; and employer‑paid short‑term and long‑term disability insurance.