Director of Financial Planning & Analysis

Job Description

Job Description

Financial Planning & Analysis (“FP&A”) team brings quantitative, analytical support to decision-making for our fast-growing business. Members serve as partners to business leaders in linking strategic, operational, and financial planning to execution. As a key member of the Finance team, the Director of FP&A will contribute significantly to the performance and financial management of our business.

In Summary :

The Director of FP&A will partner with the VP of Finance to analyze the financial performance, establish annual and quarterly financial plans, aid in business decision support and strategy, partner cross-functionally to deliver value, provide recommendations for growth, and enhance FP&A tools, processes, and best practices.

Job Duties :

Build and maintain quarterly financial forecasts for P&L, balance sheet, cash flow, and debt

Work directly with operational and functional leaders and support them in developing their strategic plans, annual budgets, and forecasts

Perform monthly variance analysis of actual results to budget and prior year to understand tracking against goals for growth

Produce and make enhancements to monthly financial reporting packages and presentations for the Board of Directors

Provide financial analyses that identify opportunities to improve revenue growth, efficiency, and margins

Support the company’s M&A strategy through planning, tracking, and reporting of synergies in partnership with the company’s M&A team

Perform longer-term financial modeling

Build financial models for potential investments in new practices, including capital outlays and expected ROI

Track and analyze actual performance of acquired clinics against established projections, and provide insights to management

Support the design and implementation of approval processes around growth investments in de NoVo's and M&A

Support the growth and build-out of the FP&A function by developing and reporting key financial and operational data and metrics in dashboards and forecasts

Ensure financial integrity of data to support accurate reporting and forecasting

Ad hoc analytical projects for the VP of Finance that drive value for the business.

Qualifications :

Undergraduate degree in Finance, Accounting, Business Management or Economics

5-7 years of post-undergrad professional experience, preferably in financial analysis, FP&A, or related

Expert 3-statement financial modeling, budgeting, reporting and Excel skills – Income

statements / Balance sheets and cash flow statements.

Experience with financial systems and BI software

Cross-functional collaborator and communicator

Highly organized, accurate, detail-oriented, and takes pride in the quality of their work

Acumen and curiosity to learn the business and understand growth drivers

Prioritizes and maintains composure to meet deadlines

High energy, humble team player, and “get-it-done” attitude

Composure and confidence to interact with execs

Experience working in a fast growing and / or start-up environment is strongly preferred

Total Rewards

You'll be welcomed into a winning culture that encourages continuous improvement, a challenging and rewarding work environment with a genuine desire to see each other succeed. We will also provide the following :

Support you Professionally : Competitive pay, employer paid licensure fees, and career growth opportunities

Support your Health & Well-being : Employer-paid health insurance, Employee Assistance Program, and complimentary orthodontic treatments

Life Balance : Paid time off and holiday pay

Planning for the future : 401K retirement plan with matching company contributions

Company Description

Our team members are committed to continuous learning. A valued-voice for both our patients and practices, our clinical teams enjoy a rewarding career, complete with educational and growth opportunities, flexibility and financial stability. We invest in our people to further their knowledge and improve our patients’ experiences.

We may be a bit biased, but we think it’s one of the best companies to work for. We truly value our team members. We challenge them daily and celebrate their successes. What really sets us apart from most other jobs is the opportunity to work together as a team, to truly make a difference in our patients’ lives, and to help create smiles that will last a lifetime. We take great pride in our company’s culture because it’s so rich and deeply embedded in everything we do.

Company Description

Our team members are committed to continuous learning. A valued-voice for both our patients and practices, our clinical teams enjoy a rewarding career, complete with educational and growth opportunities, flexibility and financial stability. We invest in our people to further their knowledge and improve our patients’ experiences. We may be a bit biased, but we think it’s one of the best companies to work for. We truly value our team members. We challenge them daily and celebrate their successes. What really sets us apart from most other jobs is the opportunity to work together as a team, to truly make a difference in our patients’ lives, and to help create smiles that will last a lifetime. We take great pride in our company’s culture because it’s so rich and deeply embedded in everything we do.