Senior FP&A Analyst

November 1

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Software as a Service • Orthodontics • Revenue Cycle Management • Insurance Processing • Patient Billing & Delinquency Mgmt

201 - 500

Description

• Develop and maintain financial models to forecast company performance, incorporating revenue growth, expense drivers, headcount and margin analysis • Calculate commissions for various teams across the organization • Work as a business partner with internal departments and hold quarterly department reviews with the leads to improve accuracy of forecast and understand variances • Act as a trusted financial advisor, leveraging data to guide decisions on growth opportunities, cost-saving initiatives, and operational improvements • Review and analyze 3 statement model to ensure accuracy, identify trends, and provide strategic insights for budgeting, forecasting, and financial planning • Continuously enhance financial planning tools, processes, and methodologies to improve decision-making efficiency and reporting accuracy • Manipulate and analyze raw data to frame questions, analysis and meaningful and unbiased decision points for executives / stakeholders to make informed, efficient decisions • Act as liaison for relevant critical initiatives, and help develop and track implementation plans to ensure the right level of focus and field • Perform scenario analysis, sensitivity analysis, pricing analysis and business case modeling for new opportunities, product launches, or market changes • Lead ROI analyses on new investments, projects, and partnerships, making data-driven recommendations for prioritization and resource allocation • Evaluate the financial impact of business initiatives, assessing risks and opportunities to optimize profitability • Conduct other in-depth ad hoc analyses to inform executive decision-making, often under tight deadlines • Supports process related to potential acquisitions and other strategic investment initiatives

Requirements

• Bachelor’s degree in finance, business, data, or related field • 5+ years of progressive experience in financial planning and analysis, with a focus on ad hoc and strategic analysis, preferably in technology/SaaS • Experience using FP&A software systems (Vena) a plus • Demonstrated expertise in financial modeling, reporting, and budgeting analysis • Familiarity with accounting & key operational metrics • Proven experience analyzing data and using findings to influence decision making • Ability to extract insight from data and translate into actionable plans • Advanced Excel skills - demonstrated experience with pivot tables, complex formulas, and ability to work with large datasets • Intellectual curiosity and creativity • High attention to detail and ability to manage multiple priorities in a fast-paced environment • Detail oriented self-starter with strong communication skills

Benefits

• Full medical, dental, and vision benefits with 100% employer paid options and buy up plans • Flexible PTO • Employer HSA contribution • 9 Company Paid holidays • 401(k) match, 2% after 90 days of employment • Supportive culture with one-of-a-kind growth opportunities • Option to work from home or in the office • Paid Parental Leave as well as a two-week "ease-back" program that enables parents to return part-time at full pay • Company and team outings • Peer-to-peer recognition program • Company sponsored premium subscription to the Calm app • Vendor discounts