Main Responsibilities of a Senior Financial Analyst at Dexcom
As a Sr. Financial Analyst at Dexcom in commercial finance, Kimo's main responsibilities include reporting revenue, volume, and patient metrics both internally and externally, especially to Wall Street during quarterly reports, involving "a lot of PowerPoints" and Excel files. The role also focuses on forecasting, switching from looking at historical data to predicting performance for the current and coming years, offering variety and the opportunity to answer ad-hoc questions across the organization.
Financial Reporting, Forecasting, Data Analysis, Strategic Planning, Communication
Advizer Information
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Job Title
Company
Undergrad
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Kimo Thomas
Sr Financial Analyst
Dexcom
University of San Diego
Finance
Biotechnology & Pharmaceutical
Finance
Scholarship Recipient
Video Highlights
1. Reporting and analysis of key performance indicators (KPIs) such as revenue, volume, and patient metrics, with monthly internal reporting and quarterly reporting to Wall Street as a public company.
2. Development of presentations and Excel-based reports for executives to understand business performance, including comparisons against prior periods and forecasts.
3. Forecasting future performance, including looking ahead 2-4 years, which involves a dynamic environment and addressing ad-hoc requests for data analysis from various stakeholders within the organization.
Transcript
What are the main responsibilities within your role?
I work in commercial finance at Dexcom. My role involves reporting on the company's revenue, volume, and patient metrics. As part of FP&A, we provide these internal reports monthly.
The first two weeks of each month are the busiest. We're focused on closing the books and ensuring we have the most up-to-date numbers. We then compare these figures to the previous year, prior quarter, or our forecast to track our performance.
Every three months, reporting becomes even more critical. We're closing the quarter, and as a public company, we must report these numbers to Wall Street. I create numerous PowerPoints and Excel files for executives to review.
These reports help them understand the business's performance this quarter. We compare current results to prior quarters, the previous year, and our forecasts. Wall Street also has expectations, and we track how we've met them.
While there's planning involved, it's important for us to understand our performance. This covers about half of my role, focusing on historical data retrospectively. The other half involves forecasting.
It's a complete shift from analyzing past data to looking forward. We forecast performance for the rest of the year and plan for the next two to four years. Things are very fluid, which I personally enjoy.
I like that it's not just repetitive tasks every day. There's always something new. Even someone in a different part of the organization might ask me about patient numbers from a few months ago.
They might be trying to determine if we should target specific patients. Overall, I find it a really fun role compared to what I've done in the past.
Advizer Personal Links
LinkedIn.com/in/kimo-thomas/