Senior Financial Analyst

SOPHiA GENETICS; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

SOPHiA GENETICS is seeking a Financial Planning & Analysis professional to own models, reporting and budgeting processes. You’ll build and improve Excel models and Revenue dashboards in Power BI, and you’ll validate data from Salesforce, Jira and Dynamics to support accurate decision-making.

You’ll collaborate with cross-functional teams, handle recurring work and new requests, and gradually take on more complex analyses as you grow within the FP&A function.

Qualifications

• This may suit a first mover with excellent financial analysis and modelling skills
• Ability to explain a model from its source data through outputs and the decisions behind its design
• 3-4 Years experience in Financial Analysis / FP&A Teams
• Experience with Power BI, Databricks, SQL or Planful would be useful
• Experience working with financial data and a foundation in financial modeling that you can apply in an FP&A setting
• Advanced Excel skills, including building your own models that calculate results, rather than only updating templates or presenting data in spreadsheets

Responsibilities

• Build and improve Excel models, revenue reporting and Power BI dashboards to track revenue and volumes.
• Gather, organize and validate financial data from systems (Salesforce, Jira, Dynamics) to ensure accurate reporting.
• Contribute to annual budget, monthly reforecasts, and long-range planning; analyze actual vs plan to explain trends.
• Prepare and present revenue reviews and recommendations to senior finance and executives.
• Collaborate across functions on ad-hoc analyses; improve recurring reporting and contribute to automation/AI initiatives.

Skills

Financial analysis

Excel modelling

Forecasting

Storytelling with data

Tools

Power BI

Databricks

SQL

Planful

Excel

Job description

• You’ll report to our FP&A Manager, taking ownership of existing models and reporting while looking for better ways to deliver the
• The work includes recurring tasks, new requests and changing priorities
• You’ll have guidance from your manager, with the expectation that you’ll become increasingly independent and take on more complex responsibilities over time
• Build and improve Excel models, revenue reporting and Power BI dashboards that track revenue and volumes, highlight trends and identify problems and opportunities. Maintain existing KPIs and develop new performance metrics
• Gather, organize and validate financial data from systems such as Salesforce, Jira and Dynamics so reporting is accurate and reliable. Choose the right output for each question, whether an interactive model with adjustable inputs or a fixed dataset
• Contribute to the annual budget, monthly reforecast and long-range strategic plan, and own analysis of actual results against plan to explain key trends impacting the business
• Prepare and present revenue performance reviews and recommendations to key stakeholders, senior finance management and the Executive team, supporting decisions on business development and operational initiatives
• Partner across functions on ad-hoc analysis, improve recurring reporting processes and contribute to automation and AI initiatives that help the team’s work scale

We know that every background is different, but to be best set for success we see you bringing:

• This may suit a first mover with excellent financial analysis and modelling skills
• The ability to explain a model you’ve built, from its source data through to its outputs and the decisions behind its design
• 3-4 Years experience in Financial Analysis / FP&A Teams
• Experience with Power BI, Databricks, SQL or Planful would be useful
• Experience working with financial data and a foundation in financial modeling that you can apply in an FP&A setting
• Advanced Excel skills, including experience building your own models that calculate results, rather than only updating templates or presenting data in spreadsheets