Financial Planning & Analysis Associate
About Us
Candid™ is helping people get the smiles they always wanted at prices they can afford. By simplifying the process (direct-to-consumer) and reducing costs (by up to 65% less), we can help more people feel confident and healthy. We believe that high quality dental care should be affordable and accessible to all, and we're using modern software practices to diagnose, treat, and monitor orthodontic cases. Our team is a group of startup veterans with experience across healthcare, hospitality, tech, and finance at companies such as Lyft, Squarespace, WeWork, Blue Apron, and Clover Health.
Role
We’re looking for a FP&A Associate to provide critical business intelligence and actionable financial insights that empower decision-making throughout the Company. In this role, you will use your analytical skills, business savvy and financial chops to track and influence business performance. You will work at the intersection of finance, accounting and data - developing and maintaining financial models and helping and steering the company through your analysis. The ideal candidate should have an entrepreneurial drive, boundless curiosity, and a thorough understanding of financial reporting and forecasting. This position will report to the Director of Finance in the NYC Headquarters.
What You’ll Do
- Improve on the financial understanding and reporting of profitability by department and line-item
- Build and maintain financial models that enable senior leadership to make effective decisions about the company's cost base and revenue projections
- Drive annual and periodic budgeting processes, including preparation, review and analysis, assigning department specific budgets, and tracking monthly/quarterly actuals vs. budget
- Leverage existing organization tools and systems (eg. Looker) to establish and report on metrics used to drive the business to greater efficiency
- Help define and connect the dots between all our planning processes and forecasting cycles, including the operating plan, annual budget / reforecasts and our long-term plan
- Prepare and deliver daily, weekly and monthly management reports to key constituents
- Partner with Accounting on monthly close process, financial reporting, and preparation of GAAP financial statements
- Participate in the preparation of all related monthly business review and Board materials
- Provide ad hoc financial and business decision support as needed
What You’ll Need
- Bachelor’s Degree in Business, Finance, Accounting or Statistics with a record of high academic achievement
- 1-3 years in FP&A or financial analysis in investment banking, management consulting, or FP&A at a high growth company
- Solid understanding of P&L, profitability analysis, and a strong working knowledge of accounting
- Demonstrated proficiency in synthesizing data and presenting conclusions and recommendations to stakeholders
- Entrepreneurial drive, excellent communication and interpersonal skills with demonstrated ability to work in a fast paced and dynamic environment
- Hands-on financial modeling skills (Excel superpowers) and presentation acument (powerpoint)
- Experience with financial systems and BI tools is a strong plus (Xero, Netsuite, SQL, Looker, etc.)
Pay & Perks
- Competitive compensation and equity in the business
- Medical, dental, and vision insurance
- Easy access to work - across the street from 4, 5, 6, L, N, Q, R, W trains, and around the block from the F and M
- Commuter benefits
- Significant discount on our customized treatment plans and aligners
- You will grow a lot here. You’ll be surrounded by employees with deep experience in their field, who have a strong passion for doing great work and constantly learning
We continuously strive to create and maintain a diverse and inclusive environment, and are proud to be an Equal Opportunity Employer. Additionally, this organization participates in E-Verify.