Sr Manager, Financial Planning, SEC Reporting & Technical Accounting

Posted 6 Hours Ago
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19355, Malvern, PA, USA
In-Office
Senior level
Healthtech • Biotech • Pharmaceutical
The Role
The Sr Manager oversees financial planning, SEC reporting, and technical accounting ensuring accuracy in financial reports and operational compliance. They lead budgeting, forecasting, and manage teams while ensuring adherence to U.S. GAAP and SEC regulations.
Summary Generated by Built In

Position Summary

Ocugen is seeking a highly motivated Sr Manager, Financial Planning, SEC Reporting & Technical Accounting to support the Company’s growing finance organization. This role will do forecasting, budgeting, SEC reporting, technical accounting, and core accounting operations to ensure accurate financial reporting, operational visibility, compliance, and strategic decision support across the organization.

The ideal candidate will bring strong biotech or life sciences experience, deep expertise in forecasting and public company reporting, and the ability to operate effectively in a fast-paced, evolving environment. This individual will partner closely with executive leadership and department heads to support financial discipline, operational planning, SEC compliance, and corporate objectives.

Responsibilities 

Financial Planning, Forecasting & Analysis

  • Lead the Company’s annual budget process, quarterly reforecasting, and long-range financial planning activities.
  • Develop and maintain detailed operating and cash flow forecasts, including headcount, clinical development, manufacturing, and G&A spending projections.
  • Prepare monthly forecasting updates and variance analyses against budget and prior forecasts.
  • Build and maintain financial models to support strategic initiatives, resource allocation, financing activities, and scenario planning.
  • Partner with department leaders across R&D, Clinical, Manufacturing, Commercial, and Corporate functions to develop accurate forecasts and monitor spending trends.
  • Monitor cash runway, burn rate, and operational spending to support corporate planning activities.
  • Prepare financial materials and presentations for senior leadership, the Audit Committee, and Board of Directors.
  • Support executive leadership with financial reporting, business insights, and decision-making analyses.

SEC Reporting & Financial Disclosures

  • Lead the preparation and filing of quarterly and annual reports on Forms 10-Q and 10-K, as well as Forms 8-K, in accordance with SEC regulations.
  • Develop and manage SEC reporting calendars to ensure timely completion of all filings and disclosures.
  • Collaborate with Legal, Finance, HR, and external advisors to ensure accurate and complete financial disclosures and footnotes.
  • Ensure the accuracy and completeness of external financial statements and supporting disclosures.
  • Stay current on SEC rules, reporting requirements, and emerging accounting guidance, implementing updates to reporting processes as necessary.
  • Support financing transactions, investor-related financial analyses, and external reporting requirements.

Technical Accounting & Compliance

  • Research, interpret, and apply U.S. GAAP and SEC regulations related to complex accounting transactions and new business activities.
  • Lead implementation and adoption of new accounting standards and reporting requirements.
  • Prepare technical accounting memoranda and maintain documentation supporting significant accounting conclusions.
  • Support equity accounting, stock compensation accounting, and other technical accounting areas as needed.
  • Assist in the ongoing implementation, maintenance, and enhancement of SOX compliance and internal control processes.
  • Partner with internal and external auditors during quarterly reviews, annual audits, and SOX testing activities.
  • Identify and implement process improvements to strengthen financial reporting accuracy and operational efficiency.

Accounting Operations & Leadership

  • Oversee day-to-day accounting operations including general ledger, accruals, reconciliations, and monthly close activities.
  • Ensure timely and accurate preparation of financial statements in accordance with U.S. GAAP.
  • Assist with implementation and optimization of ERP systems, reporting tools, and financial processes.
  • Manage and mentor members of the finance and accounting team.
  • Foster a culture of accountability, collaboration, and continuous improvement.
  • Contribute to special projects and cross-functional initiatives as needed.

Qualifications
  • Bachelor’s degree in Accounting, Finance, or related field required; CPA strongly preferred.
  • MBA preferred.
  • 8+ years of progressive finance and accounting experience, preferably within biotechnology, pharmaceutical, or life sciences industries.
  • Strong experience in forecasting, budgeting, financial modeling, SEC reporting, and technical accounting required.
  • Public company experience strongly preferred.
  • Strong understanding of U.S. GAAP, SEC regulations, and financial reporting requirements.
  • Experience with complex accounting matters, including equity-based compensation and revenue recognition preferred.
  • Experience with SOX/internal controls compliance activities preferred.
  • Advanced Excel and financial modeling skills required.
  • Experience with ERP systems and financial reporting platforms such as NetSuite and Workiva preferred.
  • Strong analytical, organizational, communication, and problem-solving skills.
  • Ability to work independently and collaboratively in a fast-paced environment with shifting priorities.

Preferred Characteristics

  • Strategic thinker with strong operational execution capabilities.
  • Comfortable operating in a lean, growth-oriented biotech environment.
  • Ability to communicate complex financial information clearly to non-financial stakeholders.
  • Self-motivated individual who proactively identifies challenges and drives solutions.
  • High level of integrity, professionalism, and attention to detail.

 

Working Conditions 

This position operates in an office setting, in person. Job may additionally require incumbent to be available outside of these hours to handle priority business needs.

 

Ocugen is an equal opportunity employer. In order to provide equal employment and advancement opportunities to all individuals, we make all of our employment decisions based upon merit, qualifications, abilities, and an individual’s conduct and performance. We will not make any of our decisions, and will not discriminate against any employee or applicant, on the basis of race, color, religion, creed, national origin or ancestry, ethnicity, sex (including pregnancy), gender (including sexual orientation, gender identity and status as a transgender or transsexual individual), age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, genetic information, or any other characteristic protected from discrimination under the law. Ocugen complies with applicable federal, state and local laws governing nondiscrimination in employment.


Skills Required

  • Bachelor's degree in Accounting, Finance, or related field
  • CPA
  • 8+ years of progressive finance and accounting experience
  • Strong experience in forecasting, budgeting, financial modeling, SEC reporting, and technical accounting
  • Public company experience
  • Strong understanding of U.S. GAAP and SEC regulations
  • Advanced Excel and financial modeling skills
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The Company
116 Employees
Year Founded: 2013

What We Do

Ocugen is a clinical-stage biotechnology company focused on discovering, developing, and commercializing innovative therapies for rare and underserved eye diseases, including gene therapies.

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