Financial Planning Analyst - Dental Service Organization

Description

We are seeking a highly motivated and detail-oriented Financial Planning Analyst (FPA) to join our dynamic finance team. The successful candidate will play a critical role in driving the company’s financial planning, budgeting, forecasting, and analysis processes. This role requires a strong analytical mindset, exceptional communication skills, and the ability to collaborate across departments to provide actionable insights that enhance decision-making. 

Key Responsibilities:

• Financial Planning & Analysis
  • Develop and maintain financial models to support budgeting, forecasting, and long-term planning.
  • Prepare, analyze, and present financial performance reports, including variance analysis, trends, and key performance indicators (KPIs).
  • Partner with departmental heads to align budgets and forecasts with company objectives.
• Budgeting and Forecasting
  • Coordinate the annual budgeting process and ongoing forecasts.
  • Analyze budget submissions and forecasts to ensure accuracy and alignment with strategic goals.
• Data Analysis & Reporting
  • Provide regular financial and operational insights to senior leadership.
  • Develop dashboards and visualizations to present data clearly and effectively.
  • Identify risks and opportunities, recommending actions to improve financial performance.
• Strategic Support
  • Support business decision-making by providing ad-hoc analysis and scenario modeling.
  • Analyze market trends, competitor performance, and internal operations to identify growth opportunities.
• Process Improvement
  • Evaluate and improve financial processes to enhance efficiency and accuracy.
  • Implement and optimize financial planning tools and systems.

Requirements

• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field (Master’s or CPA/CFA preferred).
• Experience: 
  • 3-5 years of experience in financial analysis, budgeting, forecasting, or related roles.
  • Experience in healthcare is a plus.
• Technical Skills: 
  • Advanced proficiency in Microsoft Excel (e.g., financial modeling, pivot tables, macros).
  • Experience with financial planning software (e.g., Adaptive Insights, Hyperion, or Anaplan).
  • Familiarity with ERP systems (e.g., SAP, Oracle) and data visualization tools (e.g., Tableau, Power BI).
• Soft Skills: 
  • Strong analytical and problem-solving skills.
  • Excellent communication and presentation skills.
  • Proven ability to work independently and as part of a team.
  • High attention to detail and organizational skills.

Why Join Us?

• Competitive compensation and benefits package.
• Opportunities for professional growth and development.
• Collaborative and innovative work environment.