Senior Financial Analyst

From drug discovery and development to analytical testing, Biotage supports the work that drives progress in life science and improves human health. With expertise in separation and purification technologies and versatile, intelligent workflow solutions, we help optimize processes for more than 5,000 customers worldwide.

Our mission is clear: to empower scientists to simplify and accelerate discovery and development.

This role is hybrid (minimum 3 days a week onsite required) in Charlotte, NC. Biotage offers a comprehensive benefits package including health, dental, and vision insurance as well as a 401k program w/ company match and more!

Role Description

The Senior Financial Analyst will report to the CFO and be responsible for supporting the Americas and APAC management teams over multiple sites with a focus on commissions and revenue reporting. Oversee and manage the financial analysis process. Competent in Power BI, Advanced Excel, Power Query, DAX and Microsoft D365.

Tasks and Responsibilities

• Create and maintain commission plans for the Americas and APAC commercial teams based on parameters provided.
• Manage the revenue reporting and revenue forecasting processes to ensure timely delivery of information.
• Oversee deferred revenue and gross margin tracking reporting.
• Track sales discounts and manage annual discount review process.
• Build Power BI reports based on the needs of management.
• Participate in global projects related to Business Intelligence.
• Support Microsoft D-365 needs.
• Communicate with and train users of Excel and Power BI reporting

Role Specific Skills

• Excellent verbal and written communication skills.
• Highly organized and detail oriented.
• Supervisory and management skills.
• Advanced proficiency in Excel, including PivotTables and the ability to read, troubleshoot, modify, and build complex formulas and models
• Strong Power Query skills, particularly connecting to external data sources, transforming and combining data, and building refreshable models based on those connections.
• Strong Power BI skills, with an emphasis on data modeling, Power Query, and data transformation rather than primarily visualization.
• Ability to use Power BI/Power Query as a data-processing platform, not just a reporting tool.
• Ability to write and modify queries is strongly preferred
• Proficient with data analysis, critical thinking and problem-solving.
• Skilled in time management and the ability to prioritize tasks.
• Strong technical troubleshooting and root-cause analysis
• Ability to explain technical concepts and results clearly to nontechnical users

Qualifications and Training

• Bachelor’s degree in finance
• Advanced Excel skills
• Proficient in Power BI, Power Query and DAX
• Experienced with Microsoft D365 ERP system.
• 3 years of experience in report creation and financial/data analysis.