Senior Director Financial Planning and Analysis

JOB SUMMARY

The Sr Director, Financial Planning and Analysis will lead Corporate FP&A and the FP&A systems and business intelligence function, establishing disciplined planning, forecasting, performance management and reporting processes across the organization. The role will oversee enterprise budgeting, forecasting, long-range planning, management reporting and financial analysis, while also providing governance for Adaptive Planning and the development of Tableau-based financial and operational dashboards.

KEY RESPONSIBILITIES

• Lead Corporate FP&A, including enterprise budgeting, forecasting, long-range planning, monthly performance management, scenario analysis and executive financial reporting.

• Establish and manage a disciplined FP&A operating cadence, including forecast reviews, monthly business reviews, risks and opportunities, and timely delivery of management reporting.

• Provide financial leadership and decision support to the VP of FP&A, CFO and senior leadership through clear analysis of performance, trends, drivers and forward-looking scenarios.

• Lead, develop and organize a high-performing FP&A team with clear accountability, strong analytical standards, effective succession planning and professional development.

• Oversee FP&A systems strategy, administration and governance, including the ongoing maintenance, enhancement and scalability of Adaptive Planning.

• Lead the build-out and continuous improvement of Tableau dashboards and business intelligence reporting to provide standardized, automated visibility into financial and operational KPIs.

• Establish data and reporting governance across FP&A systems and dashboards, including consistent definitions, data integrity, controls and a reliable single source of truth for management reporting.

• Partner with Operations FP&A, Commercial Finance, Accounting, business leaders and technology/data teams to align assumptions, improve forecast accuracy and integrate financial and operational information.

• Drive automation and process improvements across planning, forecasting, reporting and analytics to improve efficiency, accuracy and scalability.

• Support Board, investor and IPO-readiness requirements through robust financial analysis, planning processes, controls and executive-ready reporting.

QUALIFICATIONS

Required

• Bachelor's degree in Finance, Accounting, Economics, Business Administration or a related field.

• 12+ years of progressive FP&A, corporate finance or related experience, including 7+ years of management experience.

• Demonstrated experience leading enterprise budgeting, forecasting, long-range planning, management reporting and financial analysis.

• Proven ability to build and lead high-performing finance teams and partner effectively with senior executives.

• Experience overseeing enterprise planning systems and business intelligence/reporting capabilities.

• Advanced financial modeling, analytical, communication and presentation skills.

• Strong process, data and systems orientation with demonstrated ability to improve finance controls, reporting and scalability.

• Equivalent combination of education and experience may be considered.

Preferred:

• MBA, CPA or other relevant advanced degree/certification.

• Hands-on leadership experience with Adaptive Planning and Tableau, or comparable enterprise planning and BI platforms.

• Experience in a high-growth, public-company or IPO-readiness environment.

• Experience in healthcare, diagnostics, laboratory services or another operationally complex business.

COMPETENCIES

• Enterprise FP&A leadership and execution

• FP&A systems, business intelligence and data governance

• Executive financial communication and business partnership

• Team leadership, coaching and organizational development

• Forecast governance, analytical rigor and decision support

PHYSICAL DEMANDS AND WORK ENVIRONMENT

• Remote office environment; prolonged periods working at a computer and using standard office equipment.

• Ability to communicate effectively through virtual meetings, telephone and electronic collaboration tools.

• Occasional travel may be required based on business needs.

• Must comply with all company policies, procedures and applicable regulatory requirements.

EEO STATEMENT

Baylor Genetics is proud to be an equal opportunity employer committed to fostering an inclusive and diverse workplace. We welcome and encourage applicants from all backgrounds to apply. We do not discriminate on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, pregnancy, childbirth, or any other status protected by applicable federal, state, or local law. If you need an accommodation during the application process, please contact our Human Resources team. 

Note to Recruiters:

We value building direct relationships with our candidates and prefer to manage our hiring process internally. While we occasionally partner with select recruitment agencies for specialized roles, we do not accept unsolicited resumes from recruiters or agencies without a written agreement executed by the authorized signatory for Baylor Genetics ("Agreement"). Any resumes submitted to Baylor Genetics in the absence of an Agreement executed by Baylor Genetics' authorized signatory will be considered the property of Baylor Genetics, and Baylor Genetics will not be obligated to pay any associated recruitment fees.