Senior Financial Analyst

Exagen Inc.; Carlsbad, Northern (CA, KY); Hybrid; USD 100,000 - 135,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) retirement plan

4 weeks PTO and paid company holidays

Life insurance (employer-paid)

Disability insurance

Job summary

Exagen Inc. is seeking a Financial Analyst or Senior Financial Analyst to join the FP&A team in Carlsbad, CA. This role partners with leaders across the organization to support budgeting, forecasting, workforce planning, reporting, and strategic decision-making.

The ideal candidate is analytical, curious, and comfortable translating data into business insights. On-site with occasional remote flexibility. The position offers broad exposure across the company and opportunities to influence senior

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 2–4+ years of FP&A, corporate finance, accounting, business analytics, or 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 with department leaders and management.
• Advanced financial modeling and analytical capabilities.
• Experience presenting financial results to leadership.

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 KPIs and provide actionable insights.
• Support financial systems administration, reporting enhancements, and process improvements.
• Perform ad hoc analyses and special projects for leadership decision-making.
• Assist with revenue, gross margin, and COGS-related analyses as needed.

Skills

Analytical skills

Financial modeling

Advanced Excel

Communication skills

Time management

Presentation skills

Independent worker

Budgeting & planning

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

Power BI

SQL

Planful

Adaptive Planning

Pigment

Prophix

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.