Support FP&A and strategic finance by building and maintaining financial models, producing management reporting and Power BI dashboards, managing budgeting and forecasting, analyzing acquisitions and EBITDA performance, and delivering ad-hoc analyses for leadership, M&A diligence, and investor/board materials.
Excellent opportunity to join a rapidly growing, fast-paced Dental Clinical Organization (DCO) with 160+ offices, headquartered in New Hyde Park, NY, backed by a top-tier Private Equity firm. This opportunity will enable you to develop a strong skill set in financial planning & analysis, M&A implementation, growth strategy, and more.
ROLE OVERVIEW:We are seeking a highly motivated Financial Planning & Analysis (FP&A) Analyst to serve as a key contributor to our financial strategy. The position will report to the SVP of Strategy & Analytics, work closely with the Sr. FP&A Analyst, and partner with the Finance and Executive Leadership teams.
This role provides a unique opportunity to gain exposure across all areas of the business and is pivotal in helping Dental365/PCDM achieve its ambitious growth objectives by delivering insightful, value-added analysis across the company. The role will help drive monthly management and sponsor reporting packages, annual budgeting and forecasting processes, financial modeling, KPIs, ad-hoc analysis, and support for credit financing transactions.
Please note: This position is a hybrid position, in-person Monday through Thursday at our Headquarters office located in New Hyde Park, NY, with Fridays remote.
ESSENTIAL RESPONSIBILITIES:- Financial Analysis & Management Reporting: Prepare high-quality financial reports, presentations, and dashboards for the Executive Leadership team. Deliver meaningful analysis to support decision-making on key financial matters. Work closely with the Business Intelligence team to create compelling analysis for Power BI dashboards.
- Budgeting & Forecasting: Analyze actual results vs. budget/forecast and assist in developing annual budgets and periodic forecasts. Identify and understand key performance drivers.
- Financial Modeling: Enhance and maintain existing financial models, including the multi-site budget model.
- Financial Performance & EBITDA Growth: Support business growth by partnering with Finance Leadership, Business Development, and the CEO. Analyze new site acquisitions vs. initial valuation models.
- Strategic Financial Analysis: Partner with senior leadership on long-term financial planning, business strategy, and Board of Directors presentations.
- Special Projects & Ad-hoc Support: Deliver timely and accurate analyses for leadership, including liquidity analysis, ROI assessments, investor decks, M&A due diligence, and working capital analysis. Identify and drive reporting/process improvements.
- Education: Bachelor’s degree in Finance, Business Administration, Economics, Engineering, or related field
- Experience: 2-3+ years of progressive experience in Finance or Consulting, with 1+ year in FP&A
- Analytical Skills: Critical thinker and self-starter who embraces change and drives innovation in reporting and modeling
- Organizational Skills: Strong accuracy, attention to detail, and organizational skills
- Ability to multi-task, prioritize, and perform under tight deadlines
- Communication: Excellent communication and teamwork skills
- Technical Skills: Strong analytical, financial modeling, and presentation skills
- Ability to analyze raw data, draw insights, and develop actionable recommendations
- Advanced proficiency in Excel and PowerPoint (required)
- Working knowledge of accounting principles
- Software Proficiency: Experience with business intelligence tools (e.g., Power BI, Tableau, Hyperion, Essbase, SAP Business Explorer, etc.) preferred
- Familiarity with ERPs (Sage Intacct, QuickBooks, etc.)
- Experience leveraging AI tools to enhance analytical productivity (e.g., ChatGPT, Claude, Gemini, Grok, etc.)
- Generous Compensation: We invest in the best and are competitive in our salary offers.
- Flexible Health and Vision Insurance Plans: Tailored options for you and your family's well-being.
- 401(K) Retirement Plan with Matching: Secure your financial future with our employer-matched plan up to 6%.
- Generous Paid-Time Off: Accrue up to 3 weeks, plus an annual "you" day for self-care.
- Exclusive In-house Dental Program: Heavily discounted services for you and your immediate family.
- Extra Perks and Fringe Benefits: Enjoy additional benefits and ongoing perks for our dedicated teams.
*All benefits available at full-time employment (30+ hours weekly). Some benefits available for part-time employees as well.
New York Salary Range: $85,000 - $110,000
Salary Range
$85,000—$110,000 USD
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