Responsibilities
- Own and coordinate all company forecast cycles (annual budget, rolling forecasts, and long-range plans); develop and maintain integrated P&L, balance sheet, and cash flow models incorporating cross-functional inputs from all departments
- Prepare scenario and sensitivity analyses to support leadership decision-making under uncertainty
- Prepare monthly Finance Committee decks, Board of Directors financial materials, and CEO/CFO review packages (including monthly snapshot reports and concise one-page summaries); lead Finance Committee governance including spend request review and capital vs. operating spend oversight
- Manage a 13-week rolling cash forecast (receipts and disbursements); monitor and report on liquidity, accounts receivable financing availability, and working-capital variances to senior leadership
- Provide detailed revenue and cost of goods sold (COGS) analysis across all business lines (including price, volume, and mix drivers and key bridge/walk analyses); maintain unit economics models and support pricing assumption development
- Assist commercial operations in evaluating new contracts, price change requests, and overall profitability
- Partner with Commercial, HR, Manufacturing, and Operations on forecast inputs, compensation planning, COGS, and CAPEX; facilitate monthly financial review meetings with department heads and document variance commentary
- Perform special ad-hoc analyses and support strategic initiatives and investment decisions as needed
- Lead and develop a team of Finance Managers and Analysts; mentor team members and build long-term finance team capabilities
- Ensure effective internal controls and compliance with government pricing/reporting, Sunshine Act, and other applicable requirements; coordinate with external auditors and advisors
- Ensure financial systems and published reports are properly version-controlled and accessible to relevant stakeholders
- Build relationships with the following: SVP, Strategy, Finance, HR & AI Transformation (Supervisor), Finance Managers and Analysts (Direct Reports), CEO and CFO (primary executive audience for financial materials), Board of Directors and Finance Committee, Accounting Team, Commercial/Market Access Team, Manufacturing/Quality Team, Government Development/Program Management Team, HR Team
Requirements
- Bachelor’s degree in Finance, Accounting, or related discipline
- 8+ years of experience in progressively challenging finance roles
- 4+ years of experience supervising or leading a finance team
- Advanced proficiency in Microsoft Excel, including financial modeling, Power Query, and data model integration
- Experience with integrated financial planning systems and/or ERP-connected reporting tools
Nice to Have
- MBA preferred; CPA or CFA a plus
- Previous experience in healthcare or pharmaceuticals strongly preferred
Work Arrangement
Hybrid
Team
Team size: small. Structure: Finance team
Additional Information
- The company is also actively exploring AI-enabled finance capabilities, creating an opportunity for the right leader to help shape the future of how finance operates at Kaléo.
