Financial Reporting & Planning Manager

Longeveron Inc, a publicly traded (NASDAQ: LGVN), clinical-stage biotechnology company developing cellular therapies for aging-related and life-threatening conditions, is headquartered in Miami, FL, and has a total of approximately 25 employees. Our lead investigational product is Lomecel-B™, which is derived from culture-expanded medicinal signaling cells (MSCs) that are sourced from bone marrow of young healthy adult donors. We believe that by using the same cells that promote tissue repair, organ maintenance, and immune system function, we can develop safe and effective therapies for some of the most difficult diseases and conditions associated with aging. We currently have three clinical stage programs:

· Hypoplastic Left Heart Syndrome (a rare congenital heart defect): (Open-label Ph. 1 data led to Rare Disease, Orphan Disease and Fast Track FDA designations): ongoing Phase 2 trial (ELPIS II) expected to complete enrollment in early 2025 and report study results in early 2026.

· Alzheimer’s disease: Phase 2a trial (CLEAR MIND) completed with positive topline results reported in October 2023. Plan to look for external partnerships to move this forward to Phase 2b or Phase 3.

· Aging-related Frailty: recently decided to pause trial in Japan to focus resources in HLHS.

As a leader in our niche market, we are looking for an experienced, highly skilled, and hands-on Financial Reporting and Planning professional to join our small but dynamic team.

Position Overview

We are seeking an independent, detail-oriented Financial Reporting and Planning Manager to handle critical reporting, planning and analyses for the company. The Financial Reporting & Planning Manager will report directly to the VP & Corporate Controller and plays a pivotal role in the financial management of the company. This position is critical to maintaining the financial integrity and transparency required for a publicly traded company, and it involves close collaboration with cross-functional teams and leaders. This stand-alone role demands a proactive self-starter who can manage detailed financial operations without support staff and summarize complex data effectively at all organizational levels.

Location

Miami, Florida preferred (headquarters location)

Key Responsibilities:

• Financial Reporting: Manage all aspects of financial reporting, ensuring compliance with GAAP and SEC regulations, and deliver timely and accurate financial statements.
• Management Reporting: Develop and implement a comprehensive monthly management reporting package to aid strategic decision-making and drive accountability with business leaders.
• Budgeting and Forecasting: Direct the annual budgeting process and semi-annual forecasts, meticulously tracking progress and providing detailed analysis for executive decision-making.
• Process Optimization: Continuously enhance financial processes for greater efficiency and effectiveness. Determine improvements needed in NetSuite to facilitate reporting and planning and lead the planned project to implement a reporting and planning tool, yet to be selected.
• Strategic Business Partnership: Act as a key financial advisor within the company, providing insights that influence strategic decisions and foster business growth.
• Presentation Skills: Utilize advanced PowerPoint skills to create compelling presentations that clearly communicate financial strategies, results, and forecasts to stakeholders, including the Board of Directors.

Qualifications:

• Bachelor’s degree in accounting, Finance, or related field; CPA or CMA preferred.
• Minimum of 5 years of experience in Reporting and FP&A, ideally within the biotech or pharmaceutical sectors. Public accounting experience a plus but also need experience beyond public accounting.
• Thorough knowledge of GAAP, SEC regulations, and financial reporting for publicly traded companies.
• Expert proficiency in NetSuite and advanced Microsoft Excel including managing data and building forecast models; strong Microsoft PowerPoint skills.
• Exceptional analytical, organizational, and communication skills, with the ability to handle detailed tasks independently and summarize financial data effectively. Time management skills to ensure deadlines are met and attention to detail to ensure accuracy are both critical.
• Demonstrated ability to work autonomously as a hands-on manager in a highly detailed and dynamic environment.
• Experience with Reporting and Planning tools such as Adaptive Insights, Anaplan, etc.
• Strong integrity and ethics; focus on doing the right thing

What We Offer:

• Competitive salary commensurate with experience.
• Equity awards.
• Comprehensive health, dental, and vision insurance.
• 401(k) with company match.
• Generous PTO and holiday schedule.
• A role critical to the strategic direction and success of groundbreaking biotechnological research.
• An engaging work environment in Miami, promoting professional growth and personal well-being.