Manager, Financial Planning & Analysis

Company Overview: SAGA Diagnostics is an innovative multi-national life sciences company at the forefront of pioneering diagnostic solutions. Our proprietary MRD testing platform helps patients, oncologists, clinical researchers and drug developers to confidently detect residual disease post-curative intent therapy and monitor response to therapy with unprecedented sensitivity, specificity and turn-around time. Headquartered in Morrisville, NC, SAGA Diagnostics’ accomplished team comprises the industry’s most seasoned liquid biopsy experts united in a shared promise to patients to detect and intercept molecular residual disease as early as possible for every patient.

Position Overview: We are seeking a highly skilled and strategic Manager of Financial Planning and Analysis (FP&A) to join our finance team and report directly to the CFO. The Manager of FP&A will be responsible for overseeing and executing a wide range of financial processes, including forecasting, budgeting, financial analysis, long-range financial modeling, ROI analysis for departments, investor relations, financing support, and special projects as assigned by the CFO. This is a key role that will partner closely with management to provide actionable insights, enhance financial decision-making, and drive long-term growth.

Key Responsibilities:

1. Forecasting & Budgeting:

o Lead the preparation and execution of the company’s annual budget process, ensuring alignment with strategic business goals.

o Manage the monthly/quarterly forecasting process, analyzing variances between actual and forecasted performance.

o Collaborate with department heads to ensure accurate financial projections and provide guidance on financial targets.

2. Long-Range Financial Modeling:

o Develop and maintain long-term financial models to support strategic planning, corporate initiatives, and capital allocation decisions.

o Provide scenario analysis and recommendations for future growth, cost management, and profitability improvements.

3. Monthly Financial Analysis & Metrics Reporting:

o Prepare and present monthly financial reports for senior leadership, highlighting key performance indicators (KPIs), trends, and financial performance.

o Analyze financial performance against budget and forecast, providing actionable insights and recommendations to improve results.

o Ensure the accuracy and timeliness of financial reporting, ensuring that metrics align with strategic priorities.

4. Department ROI Support:

o Partner with various departments to assess return on investment (ROI) for new initiatives, projects, and expenditures.

o Assist in evaluating capital projects, cost-saving opportunities, and investments by analyzing their financial impact and presenting clear financial assessments to leadership.

5. Investor Relations:

o Support the CFO in preparing investor communication materials, including quarterly earnings reports, presentations, and press releases.

o Assist in the preparation of presentations for board meetings, investor conferences, and other external communications related to company performance.

6. Financing Support:

o Assist in financial modeling and analysis for funding and capital structure decisions, including debt financing, equity offerings, and other capital-raising initiatives.

o Work closely with the CFO and external partners on evaluating financing opportunities and structuring deals.

7. Special Projects:

o Support the CFO on ad-hoc projects and initiatives, including business acquisitions, mergers, and new business ventures.

o Lead or assist in cross-functional projects to improve financial processes, reporting systems, and organizational efficiency.

Requirements

Qualifications & Skills:

· Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred).

· Minimum of 5-7 years of experience in financial planning and analysis, with a focus on budgeting, forecasting, and financial modeling.

· Strong understanding of financial reporting, financial statement analysis, and key performance metrics.

· Experience in developing and presenting long-range financial models and strategic financial plans.

· Excellent communication skills, with the ability to explain complex financial concepts to non-financial stakeholders.

· Strong proficiency in financial modeling tools and software (Excel, ERP systems, and financial planning software).

· Experience with investor relations, financing support, or capital markets is highly desirable.

· Proven track record of working cross-functionally and building strong relationships with internal and external stakeholders.

· Highly organized with the ability to manage