Executive Director, Financial Planning and Analysis; FP&A

Overview

Henry Schein One is seeking an experienced Executive Director of Financial Planning & Analysis (FP&A) to serve as a strategic finance leader across our software portfolio. This role delivers financial insight, disciplined forecasting, and data-driven decision support in a recurring-revenue SaaS environment. Partnering with executive leadership and cross-functional teams—including Product, Engineering, Sales, Marketing, and Operations—this role translates strategy into actionable financial plans, driving transparency, accountability, and scalable growth.

The position owns enterprise-wide forecasting, budgeting, long-range planning, and performance management with a focus on ARR economics, bookings and sales performance, unit economics, and operational metrics that inform executive decisions.

Above all, they are approachable, collaborative, and effective—someone respected for both their rigor and their ability to work well with others. This position can be remote in the United States; however, there will be regular travel to our Utah office.

• Strategic Planning & Forecasting
  • Lead annual operating plan (AOP), rolling forecast, and long-range planning processes across subscription and transactional revenue streams
  • Develop and maintain robust ARR, bookings, churn, expansion, and margin models
  • Partner with executive leadership to evaluate strategic initiatives, pricing changes, investments, and growth opportunities
  • Support partnership/commercial activities through financial modeling, synergy analysis, and post-agreement performance tracking
  • Own monthly close, forecast, and M  meeting content, presentations, and deadlines
• Performance Management & Analytics
  • Build and own executive dashboards and KPI frameworks (ARR, NRR, CAC, LTV, gross margin, EBITDA, cash flow)
  • Provide timely, actionable insights on variances to plan, trends, and risks
  • Translate complex financial data into clear narratives for executives and board stakeholders
  • Establish consistent metrics and definitions across the organization to ensure alignment and trust in data
• Business Partnership
  • Act as a strategic finance partner to Sales, Marketing, Product, and Customer Success leaders
  • Support go-to-market planning with Revenue Operations team including quota setting, capacity modeling, pipeline health, and productivity analysis
  • Partner with Product and Engineering on roadmap prioritization, ROI analysis, and investment tradeoffs
  • Support Customer Success with churn, retention, and expansion analytics
  • Partner with HR to ensure hiring/backfill needs are met and aligned with forecast
• Team Leadership & Process Excellence
  • Build, mentor, and scale a high-performing FP&A and analytics organization
  • Drive process automation, system improvements, and data integration across finance and operational platforms
  • Establish best-in-class planning, forecasting, and reporting cadence suitable for a growing software organization
  • Champion a culture of accountability, curiosity, and continuous improvement

• Bachelor’s Degree in Finance, Accounting, Economics, or related field
• 10+ years of progressive finance experience, with significant FP&A leadership in a SaaS or software environment
• Deep expertise in recurring revenue models, SaaS metrics, and unit economics
• Proven experience partnering with executive teams and influencing strategic decisions
• Ability to assess and hire a highly performing FP&A teams
• Advanced financial modeling and analytical skills
• Excellent communication skills with the ability to translate data into executive-level insights

• MBA or CPA/CFA strongly preferred
• Experience in healthcare, dental, or vertical market software
• Prior experience in private equity-backed or growth-oriented software companies
• Experience supporting multi-product portfolios
• Experience with Salesforce, Net Suite, and/or Domo

The posted range for this position is $225,000 - $250,000, which is the expected starting salary range for an employee who is new to the role to fully proficient in the role. Many factors go into determining employee pay within the posted range including prior experience, current skills, location/labor market, internal…