Note: The job is a remote job and is open to candidates in USA. Helix is transforming healthcare by integrating genomics into clinical practice through partnerships with health systems and life science companies. The Senior FP&A Analyst will own operating expense planning, reporting, and forecasting while supporting financial systems, data integrity, reporting, AI-enabled workflows, and strategic decision-making across the company.
Responsibilities
- Own the operating expense planning, reporting, and forecasting process, working closely with budget owners across the organization
- Own comprehensive budget and forecast models, collaborating closely with internal stakeholders to set and achieve financial targets
- Support the monthly closing process, including actual-to-budget bridge analysis and specific deep dives of other key accounts
- Use AI to produce first-draft variance commentary and bridge analysis, grounded in our specific GL data and accounting policies
- Communicate financial results and actionable insights to budget owners and leadership, driving informed decision-making
- Ensure compliance with our finance and accounting policies, and understand legal and GAAP business requirements
- Design and support our core business systems, including NetSuite (ERP), our procurement system (Ramp), and our CRM system (Hubspot), ensuring seamless operation and data flow
- Partner with key stakeholders throughout the organization to maintain and improve data integrity across all systems, ensuring accuracy of actuals and forecasts for both financial and operational reporting
- Develop scalable processes and procedures within these systems to support Helix's fast-growing business lines
- Create, maintain, and enhance reporting decks and dashboards, including those for Board-level and investor presentations
- Transform complex data into clear, concise, and actionable insights, effectively telling the story behind the numbers
- Build and maintain reusable AI workflows and skills for recurring reporting tasks, so good practices scale across the team
- Partner with stakeholders across several departments to inform strategic decision-making and drive company growth
- Work effectively as part of cross-geographic, cross-organizational, and cross-cultural teams
Skills
- Typically 5+ years of relevant financial planning and analysis experience
- Demonstrated experience managing, designing, and troubleshooting key financial and operational systems like NetSuite (ERP), procurement platforms (Ramp), and CRM systems (Hubspot), ideally with prior admin-level access and responsibility
- You audit AI-generated numbers and narrative against the source ledger before they reach a budget owner or leadership, and you know not to put non-public financial data or PII into a public AI tool
- Exceptional analytical skills with a proven ability to work with large, complex data sets, analyze operational data, and develop scalable solutions for financial reporting and forecasting
- You are inherently operational, thrive in cross-functional and collaborative environments, and enjoy identifying real solutions to key business problems with limited direction and unlimited ambition
- Strong written and oral communication skills, with a proven ability to turn complex financial data into a clear, insight-driven story for both finance and non-finance stakeholders
- Mastery of Excel and Google Suite applications
- Bachelor's Degree in Finance, Accounting, Economics, or a quantitative business-related field required
- Experience working in a fast-paced, start-up environment is highly valued
- Experience in investment banking, consulting (with significant finance exposure), or within a healthcare/life sciences (pharma, biotech, medtech/diagnostics) or high-growth tech company
- MBA
Benefits
- 10% of your annual salary discretionary annual bonus
- Generous equity at Helix
- Comprehensive Health Insurance with Date of Hire eligibility
- Above average employer paid premium coverage
- 12 weeks Helix Paid Parental Leave option
- 401(k) with employer matching of up to 3% and 100% Vesting on the Date of Hire
- Comprehensive Well-Being Benefits
- Flexible PTO
- Remote options for many roles
- A home office stipend
- Training and onboarding for your roles
- Participation in Helix U
Company Overview