What are the responsibilities and job description for the Manager, Financial Planning & Analysis position at DECA Dental Group?
About DECA Dental
DECA Dental is a leading dental support organization committed to creating healthier smiles and better patient experiences across a rapidly growing network of practices. With a culture centered on excellence, collaboration, and continuous improvement, we empower our team members to make a meaningful impact every day.
Position Summary
The Manager of FP&A (Operations Support) will serve as the primary financial business partner to DECA Dental’s field operations, supporting the financial planning, analysis, and performance management needs of more than 160 non-corporate locations. This role is ideal for a finance professional with strong analytical and communication skills, who thrives in a multi-unit environment and can translate data into actionable business insights.
The successful candidate will lead the development of field-level budgets, forecasts, and performance analytics while collaborating closely with Operations, Accounting, and Leadership teams to drive profitability, efficiency, and growth.
Key Responsibilities
Financial Planning & Reporting
Required
At DECA Dental, you’ll join a high-performing FP&A team that partners closely with operations to shape financial performance across a national network of practices. Your insights will directly influence strategic decisions, operational execution, and the company’s growth trajectory.
DECA Dental is a leading dental support organization committed to creating healthier smiles and better patient experiences across a rapidly growing network of practices. With a culture centered on excellence, collaboration, and continuous improvement, we empower our team members to make a meaningful impact every day.
Position Summary
The Manager of FP&A (Operations Support) will serve as the primary financial business partner to DECA Dental’s field operations, supporting the financial planning, analysis, and performance management needs of more than 160 non-corporate locations. This role is ideal for a finance professional with strong analytical and communication skills, who thrives in a multi-unit environment and can translate data into actionable business insights.
The successful candidate will lead the development of field-level budgets, forecasts, and performance analytics while collaborating closely with Operations, Accounting, and Leadership teams to drive profitability, efficiency, and growth.
Key Responsibilities
Financial Planning & Reporting
- Lead the budgeting and forecasting process for field operations, including revenue, labor, and operating expense planning.
- Prepare and review monthly financial performance reports, highlighting key variances and trends versus budget, forecast, and prior year.
- Partner with Operations leaders to identify financial opportunities and risks across the portfolio.
- Manage data integrity across systems to ensure consistent and accurate reporting.
- Develop and maintain KPI dashboards in Power BI to monitor performance at the regional, office, and doctor levels.
- Support Operations in driving accountability and operational excellence through financial insights and key performance metrics.
- Deliver clear, data-driven recommendations to improve efficiency, patient volume, and profitability.
- Serve as the financial liaison between corporate FP&A and field leadership.
- Conduct scenario modeling and sensitivity analysis to support decision-making around staffing, scheduling, new locations, and cost optimization.
- Provide analytical support for initiatives such as marketing ROI, pricing, and service mix performance.
- Partner with leadership to evaluate investment opportunities and strategic growth initiatives.
- Lead ongoing enhancement of FP&A processes, reporting automation, and system utilization.
- Champion adoption and optimization of Planful for budgeting, forecasting, and reporting.
- Streamline data workflows between ERP, Planful, and Power BI to support a scalable FP&A infrastructure.
Required
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 5 years of progressive experience in FP&A or financial management, preferably in a multi-unit retail or multi-unit healthcare environment
- Demonstrated experience partnering with field or regional operations teams
- Advanced proficiency in Excel, including PowerQuery and data modeling
- Proven ability to lead budgeting, forecasting, and variance analysis processes
- Strong communication and presentation skills, able to influence both financial and non-financial stakeholders
- Experience in retail, hospitality, healthcare, or other distributed-service organizations (dental or healthcare experience helpful but not required)
- Proficiency with Planful (formerly Adaptive Insights) and Power BI
- Familiarity with ERP and reporting systems such as NetSuite or similar
- Track record of driving process improvement and building scalable FP&A tools
- Competitive compensation and comprehensive benefits package
- Career growth opportunities within a rapidly expanding organization
- Collaborative, mission-driven culture focused on improving lives through better oral health
At DECA Dental, you’ll join a high-performing FP&A team that partners closely with operations to shape financial performance across a national network of practices. Your insights will directly influence strategic decisions, operational execution, and the company’s growth trajectory.