What are the responsibilities and job description for the Senior Financial Analyst position at P1 Dental Partners?
Location : Hybrid (within driving distance to P1 Dental Partners’ Indiana and Illinois regions); Corporate Office : 1060 N. Capital Ave., Indianapolis, IN
Perks & Benefits :
Health, Vision, and Life Insurance
401(k) Safe Harbor Plan with 3% Employer Contribution
- Subject to Terms and Eligibility
Generous PTO and holiday packages.
Opportunities for continuous learning and professional growth.
Company-paid life insurance, cellphone stipend, and more!
Company Overview :
Job Summary :
The Senior Financial Analyst is responsible for compiling, formatting, and distributing a significant portion of the company’s financial data generated for internal and external users. The data produced includes monthly and quarterly results of the total business, targeted analyses, and ad hoc requests from management and private equity investors. This will entail utilizing Excel, NetSuite, and the company’s PMS, Ascend. Additionally, the Senior Financial Analyst will work cross-functionally typically to satisfy data requests from the executives and the M&A team. Finally, the Senior Financial Analyst will also assist with managing and developing a Financial Analyst.
Overall, the Sr. Financial Analyst will be 2 / 3rds dedicated to traditional FP&A responsibilities and 1 / 3rd dedicated to supporting the in-house M&A team.
Essential Duties :
Prepare the monthly reporting package presented to the executive team, private equity ownership, and lenders.
Manage various financial reports and analyses such as Budget variance analysis, collections forecasting, pricing analysis, non-dentist wage analysis, overhead spend summary, and margin analysis.
Complete special requests as needed typically focused on gathering, organizing, and analyzing financial information.
Support a financial analyst by reviewing their work and offering technical guidance.
Support M&A team with opportunity tracking, analysis of targets’ earnings, and postmortem deal analysis.
Support M&A team with preparing documentation for closing.
Support executives with financial and operational data as needed.
Assist substantially with the development of the annual Budget.
Knowledge / Skills / Abilities :
Advanced Excel skills, including familiarity with macros, with the ability to create and maintain spreadsheets with little to no supervision.
Ability to communicate financial information to non-finance professionals.
Highly detail oriented.
Analytical and organized.
Ability to meet deadlines.
Drive for continuous improvement within areas of responsibility.
Desire to develop professionally.
Ability to simultaneously manage projects from multiple supervisors.
Ability to work independently yet seeks assistance when needed.
Experience with Power BI a plus.
Experience with NetSuite a plus.
What We're Looking For :
Bachelor’s in accounting, finance, or related business degree
2-5 years of relevant work experience
Relevant certifications (e.g., CPA, CMA, CFA) a plus
Physical and Environmental Requirements :
Hybrid / Flexible work environment
Continuous use of computers and viewing of monitor screens
Ready to champion our doctor talent acquisition efforts? Apply now and embark on a fulfilling journey with P1 Dental Partners!
