The Role
Own operating expense planning, budgeting, forecasting, reporting, and variance analysis. Design and support NetSuite, Ramp, and HubSpot systems while maintaining data integrity and scalable finance processes. Create dashboards and board-level reporting, use AI for recurring analysis, and translate complex financial data into actionable insights for leadership and budget owners. Collaborate cross-functionally in a fast-paced startup environment while ensuring compliance with accounting policies, GAAP, and legal requirements.
Summary Generated by Built In
Who We Are & What We Do
At Helix, our mission is simple: to help everyone improve their lives through their DNA.
Ready to make a real-world impact with your skills? At Helix, we're transforming healthcare by making genomics a standard of care. We partner with health systems and life science companies to accelerate the integration of genomic data into clinical practice. Join us in building a future where healthcare is personalized, proactive, and powered by genomics.
What is special about this role?
As a Senior FP&A Analyst at Helix, you'll own operating expense planning, reporting, and forecasting for the Finance team.
Your work will shape strategic decisions and optimize how we spend across the company.
Beyond traditional FP&A, you'll design and support the systems behind our numbers, including NetSuite, our procurement platform, and our CRM.
AI is now core to how our Finance team works, not an add-on. We're looking for someone who already treats it as a real part of their toolkit and wants to grow further against Helix's Finance AI Fluency framework.
You'll thrive in our fast-paced startup environment, where autonomy and ambition directly shape our mission.
As a Senior FP&A Analyst, you will:
- Financial Modeling & Forecasting:
- Own the operating expense planning, reporting, and forecasting process, working closely with budget owners across the organization.
- Own comprehensive budget and forecast models, collaborating closely with internal stakeholders to set and achieve financial targets.
- Support the monthly closing process, including actual-to-budget bridge analysis and specific deep dives of other key accounts.
- Use AI to produce first-draft variance commentary and bridge analysis, grounded in our specific GL data and accounting policies.
- Communicate financial results and actionable insights to budget owners and leadership, driving informed decision-making.
- Ensure compliance with our finance and accounting policies, and understand legal and GAAP business requirements.
- System Architecture & Data Management:
- Design and support our core business systems, including NetSuite (ERP), our procurement system (Ramp), and our CRM system (Hubspot), ensuring seamless operation and data flow.
- Partner with key stakeholders throughout the organization to maintain and improve data integrity across all systems, ensuring accuracy of actuals and forecasts for both financial and operational reporting.
- Develop scalable processes and procedures within these systems to support Helix's fast-growing business lines.
- Reporting & Insights:
- Create, maintain, and enhance reporting decks and dashboards, including those for Board-level and investor presentations.
- Transform complex data into clear, concise, and actionable insights, effectively telling the story behind the numbers.
- Build and maintain reusable AI workflows and skills for recurring reporting tasks, so good practices scale across the team.
- Cross-Functional Collaboration:
- Partner with stakeholders across several departments to inform strategic decision-making and drive company growth.
- Work effectively as part of cross-geographic, cross-organizational, and cross-cultural teams.
About you:
- Experience: Typically 5+ years of relevant financial planning and analysis experience.
- Systems Expertise: Demonstrated experience managing, designing, and troubleshooting key financial and operational systems like NetSuite (ERP), procurement platforms (Ramp), and CRM systems (Hubspot), ideally with prior admin-level access and responsibility.
- AI Fluency: You audit AI-generated numbers and narrative against the source ledger before they reach a budget owner or leadership, and you know not to put non-public financial data or PII into a public AI tool.
- Analytical Prowess: Exceptional analytical skills with a proven ability to work with large, complex data sets, analyze operational data, and develop scalable solutions for financial reporting and forecasting.
- Collaborative & Problem-Solver: You are inherently operational, thrive in cross-functional and collaborative environments, and enjoy identifying real solutions to key business problems with limited direction and unlimited ambition.
- Communication Skills: Strong written and oral communication skills, with a proven ability to turn complex financial data into a clear, insight-driven story for both finance and non-finance stakeholders.
- Technical Skills: Mastery of Excel and Google Suite applications.
- Education: Bachelor's Degree in Finance, Accounting, Economics, or a quantitative business-related field required.
- Adaptability: Experience working in a fast-paced, start-up environment is highly valued.
Pluses:
- Experience in investment banking, consulting (with significant finance exposure), or within a healthcare/life sciences (pharma, biotech, medtech/diagnostics) or high-growth tech company
- MBA
Expected Interview Process:
1) Recruiter Screen 2) Manager Screen/Tech Screen 3) Onsite 4) Offer
Expected Pay For This Role:
There are 3 distinct parts to your Helix offer: 1) Base Salary 2) Annual Bonus 3) Equity
- Expected Helix Base: $108,000 - $148,000
- Expected Helix Discretionary Annual Bonus: 10% of your annual salary
- Equity: We offer generous equity at Helix. If you receive a Helix offer your recruiter will book dedicated time with you to educate you on our equity model.
Aside from working alongside brilliant, dedicated, passionate, down-to-earth, curious, warm, and thoughtful people, we also provide great benefits:
- Comprehensive Health Insurance with Date of Hire eligibility
- Above average employer paid premium coverage
- 12 weeks Helix Paid Parental Leave option
- 401(k) with employer matching of up to 3% and 100% Vesting on the Date of Hire
- Comprehensive Well-Being Benefits
- Flexible PTO
- Remote options for many roles and a home office stipend
What To Expect During Your First 90 days:
- First 30 days: you’ll spend time learning the Helix way, completing training and onboarding for your roles, and getting introduced to your team and relevant stakeholders. You’ll also gain a deeper understanding of our customers, our products, the impact we make in the lives of our communities, and how to thrive at Helix through participation in Helix U.
- Day 30 - 60: you’ll spend time contributing to projects, deeply familiarizing yourself with team and company processes, and developing a deeper understanding of Helix’s products, services and capabilities.
- Day 60 - 90: you’ll build your OKRs with your manager, start to take ownership of projects and initiatives on your team, and begin to demonstrate your impact on the Helix mission.
To learn how Helix collects, uses, and protects your personal information during the recruitment process, please review our Privacy Notice.
Helix is proud to be an equal opportunity employer, and committed to providing employment opportunities regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, pregnancy, childbirth and breastfeeding, age, sexual orientation, military or veteran status, or any other protected classification, in accordance with applicable federal, state, and local laws.
#LI-Remote
CompensationThe base pay range for this role is $108,000 – $148,000 per year.
Skills Required
- 5+ years of relevant financial planning and analysis experience
- Experience managing, designing, and troubleshooting financial and operational systems such as NetSuite, Ramp, and HubSpot
- Ability to audit AI-generated financial numbers and narratives against source ledger data and protect non-public financial data and PII
- Exceptional analytical skills and experience working with large, complex datasets
- Ability to analyze operational data and develop scalable financial reporting and forecasting solutions
- Strong written and oral communication skills
- Mastery of Excel and Google Suite applications
- Bachelor’s degree in Finance, Accounting, Economics, or a quantitative business-related field
- Experience working in a fast-paced startup environment
- Experience in investment banking, consulting with significant finance exposure, healthcare or life sciences, or a high-growth technology company
- MBA
Helix Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Helix and has not been reviewed or approved by Helix.
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Leave & Time Off Breadth — Feedback suggests generous PTO, flexible time away, unlimited vacation, paid sick days, and paid parental leave support work–life balance. These policies are frequently highlighted alongside flexible scheduling.
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Healthcare Strength — Feedback suggests medical, dental, and vision coverage are complemented by a wellness program. Access to health-focused initiatives contributes to a comprehensive core benefits package.
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Wellbeing & Lifestyle Benefits — Feedback suggests commuter benefits, free daily meals, and onsite parking enhance day‑to‑day experience. Such perks, combined with flexible work arrangements, add lifestyle value beyond base pay.
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The Company
What We Do
Helix is a rapidly growing startup focused on personal genomics. Helix has a simple but powerful mission: to empower every person to improve their life through DNA. We’re creating an ecosystem where people can explore diverse and uniquely personalized applications provided by high-quality partners.
Why Work With Us
We are collaborators—scientists, engineers, designers, marketers, and more—working across four offices to solve complex challenges locked within the human genome. We are biased toward action as we strive to uphold integrity in sequencing, science, and communication. At Helix, transparency, collaboration, and empowerment drive us in all that we do.
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