Senior Financial Analyst

Role Summary

The Senior Financial Analyst provides critical ongoing reporting and data insights to assist the CFO and the Executive Leadership team in making decisions about the Company’s financial status and future. This position is located at the Irving, TX headquarters of Caris Life Sciences, directly reporting to the Finance Manager, and will work closely with the Finance and Accounting teams to produce accurate and timely reporting related to operations and the company’s financial performance. The successful candidate will utilize strong business acumen, deep financial expertise and solid communication skills to become an effective partner at every level of the organization to understand business objectives and provide insightful reporting, decision support analysis, and forecasting in support of those objectives.

Responsibilities

• Serve as key support for forecasting, annual budget, long‚Äìterm planning, monthly close, and analytics for a variety of functional groups.
• Develop, deploy, and communicate on-going monitoring of relevant business metrics, across financial and non-financial areas.
• Provide timely periodic and ad hoc financial reporting results to management team, analyze and communicate variances to plans, and provide performance improvement recommendations.
• Facilitate business planning efforts within assigned groups to ensure optimal implementation and on-going management of business models.
• Provide support for month-end close activities within established deadlines, including monthly reporting of production activities, department cost results and variance analysis, as well as any required journal entries.
• Identify, investigate, and resolve potential issues within tight time constraints.
• Load and maintain several data templates through Oracle/Hyperion, critical to monthly and periodic executive reporting.
• Perform industry analysis of competitors, trends and external benchmarking of key operating and financial metrics.

Required Qualifications

• Bachelor‚Äôs Degree in Business/Accounting/Finance required.
• 2-4 years of experience in Corporate Finance and/or FP&A functions.
• Experience with Oracle/EPBCS and Hyperion preferred.
• Direct experience in financial modeling, forecasting, and budgeting.
• Knowledge of the main components and drivers of income statement, balance sheet and statement of cash flows.
• Financial reporting skillsets to synthesize large amounts of data and information for presentation of resulting insights to business partners and executive leadership.
• Detail-oriented, excellent work ethic, positive attitude.
• Ability to manage multiple simultaneous projects effectively in a fast-paced, rapid-change, high-energy environment.
• Demonstrated results-driven orientation. Ability to self-manage and prioritize workload to meet delivery deadlines and solve complex problems.
• Proficient in Microsoft Office Suite, specifically Word, Excel, Outlook, and general working knowledge of Internet for business use.
• Strong verbal and written communication skills. Willingness to share and receive information and ideas from all levels of the organization in order to achieve the desired results.
• Commitment to the successful achievement of team and organizational goals through a desire to participate with and help other members of the team.

Preferred Qualifications

• Advanced Excel skills (e.g., Power Query, PivotTables, macros) and PowerPoint.
• Familiarity with BI tools such as Tableau, Power BI, or Looker.
• Experience with Oracle EPBCS, Hyperion/Smart View, or similar tools.
• Experience with SQL or other data querying languages.
• Background in biotechnology, life sciences, or laboratory services.
• Exposure to private equity-backed environments or M&A support.
• Understanding of healthcare reimbursement models or payer/provider dynamics.
• Experience automating reporting processes or building dashboards.

Physical Demands

• Must possess ability to sit and/or stand for long periods of time.
• Must possess ability to perform repetitive motion.

Training

• All job specific, safety, and compliance training are assigned based on the job functions associated with this employee.

Other

• At times may be required to work weekends/holidays.