Description

Position Overview:

As a key member of our finance team, the Financial Planning & Analysis (FP&A) Analyst will play a critical role in supporting our Dental Service Organization's growth and strategic objectives. This position is designed for a detail-oriented, analytical, and strategically-minded individual with a passion for finance and the dental healthcare industry. The FP&A Analyst will be instrumental in budgeting, forecasting, and analyzing financial performance, as well as supporting the M&A (Mergers & Acquisitions) process to drive our expansion and success.

Key Responsibilities:

Financial Planning and Analysis:

• Develop and maintain financial models to support the organization's strategic initiatives, including budgeting, forecasting, and long-term planning processes.
• Analyze financial data and performance indicators to identify trends, opportunities for improvement, and areas of concern.
• Prepare monthly, quarterly, and annual financial reports for senior management, highlighting key financial and operational metrics.

M&A Support:

• Assist in the due diligence process for potential acquisition targets, including financial analysis, valuation, and risk assessment.
• Support the integration of acquired entities from a financial perspective, ensuring smooth transitions and alignment with our organization's financial practices and objectives.
• Collaborate with external advisors and internal teams during the M&A process to facilitate deal execution and post-merger integration.

Strategic Initiatives:

• Participate in the evaluation of strategic initiatives, including new market entries, service line expansions, and capital investments.
• Conduct competitor and market analysis to inform strategic decisions and position the organization for competitive advantage.

Operational Support:

• Work closely with operational leaders to understand financial impacts of operational decisions and identify opportunities for financial optimization.
• Develop and monitor key performance indicators (KPIs) to drive operational efficiencies and financial performance.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 2-5 years of experience in financial planning & analysis, investment banking, consulting, or a related field. Experience in the healthcare or dental industry is a plus.
• Strong analytical and problem-solving skills with a high degree of accuracy and attention to detail.
• Advanced proficiency in Excel and financial modeling; familiarity with financial software and ERP systems.
• Excellent communication and interpersonal skills, with the ability to work collaboratively across teams and with senior management.
• Demonstrated ability to manage multiple projects simultaneously and work under tight deadlines in a fast-paced environment.
• Proven track record in supporting M&A activities, from due diligence to post-merger integration, is highly desirable

What We Offer:

• A dynamic and supportive work environment in a rapidly growing organization.
• Competitive salary and benefits package.
• Opportunities for professional growth and advancement.
• A chance to make a significant impact in the dental healthcare industry and improve patient care through strategic financial management.