Senior Analyst, Financial Planning & Analysis
CG Oncology
ERP
Job Level
JuniorMid-Level
Tech Stack
ERPOracle
About the role
- Oversee day-to-day finance operations, providing insights, ensuring accurate and timely financial reporting, maintaining GAAP, and supporting financial planning and analysis.
- This role plays a key part in the monthly close process, audit preparation, and continuous improvement of accounting procedures and internal controls.
- This role is central to building financial trust at scale.
- Serve as the primary financial advisor to assigned business units, providing strategic insight, financial guidance, and performance analysis.
- Collaborate with leadership to evaluate business initiatives, investment opportunities, and cost optimization strategies.
- Translate financial data into actionable recommendations to support operational and strategic goals.
- Lead budgeting, forecasting, and long-range planning processes for business units.
- Prepare variance analyses, identify key drivers of performance, and recommend corrective actions.
- Develop financial models to assess scenarios, profitability, and ROI on business decisions.
- Oversee accounting processes related to assigned business areas, ensuring accuracy and completeness of financial records.
- Manage and review the monthly close process, including reconciliations, accruals, and journal entries.
- Oversee billing, invoicing, and revenue recognition processes to ensure timeliness and accuracy.
- Ensure adherence to U.S. GAAP and company accounting policies, while maintaining strong internal controls.
- Partner with the Accounting team to streamline processes and resolve complex accounting issues.
- Deliver clear, concise, and insightful financial reports tailored for non-financial stakeholders.
- Establish KPIs and performance dashboards that provide forward-looking insights.
- Track and communicate business performance against financial targets.
- Partner with cross-functional teams (Operations, Sales, HR, etc.) to align financial plans with operational priorities.
- Support leaders in decision-making by presenting financial implications in an accessible way.
- Challenge assumptions and promote accountability across the business.
- Ensure compliance with internal controls, GAAP, and financial reporting standards.
- Identify opportunities to streamline processes, improve financial visibility, and enhance efficiency.
- Drive continuous improvement within finance and across partner functions.
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field (CPA preferred)
- 3–6 years of progressive accounting/finance experience or 2–4 years of Public Accounting or investment banking experience FP&A, or finance business partnering roles, ideally with exposure to both management accounting and external reporting
- Strong ability to bridge the gap between accounting detail and business insights.
- Proven track record managing financial close and reporting cycles end-to-end
- Strong understanding of GAAP and internal controls
- Strong communication and presentation skills with the ability to simplify complex financial information for non-financial stakeholders.
- Demonstrated ability to influence senior leaders, drive accountability, and act as a trusted advisor
- Proficient in accounting software (e.g., NetSuite, QuickBooks, SAP, Oracle) and Microsoft Excel
- Exceptional attention to detail and accuracy
- Strong analytical, organizational, and problem-solving skills
- Ability to work independently and meet tight deadlines
- Experience with ERP implementation or system integrations (preferred)
- External audit experience (preferred)
- Background in high-growth or multi-entity environments (preferred)
- Experience with finance automation or system implementation projects (preferred)
