Vice President of Financial Planning Analysis

Vice President of Financial Planning & Analysis (FP&A)

Charlotte, NC, US

5 days ago Requisition

The Vice President of Financial Planning & Analysis (FP&A) is responsible for leading the organization’s financial planning, budgeting, forecasting, strategic analysis, and performance management functions. This executive leader serves as a key business partner to the executive team, providing financial insights that support operational excellence, growth initiatives, acquisitions, and long‑term strategic planning. The ideal candidate will have extensive experience within oral surgery, dental support organizations (DSOs), multi‑site healthcare organizations, or related healthcare services environments.

• Lead all budgeting, forecasting, and long‑range financial planning activities.
• Develop and maintain agentic AI agents and financial models to support strategic initiatives, capital investments, and growth opportunities.
• Provide financial analysis and recommendations to executive leadership and board members.
• Monitor key performance indicators (KPIs) across clinical, operational, and financial functions.
• Partner with operations leaders to improve profitability, productivity, and financial performance across multiple locations.
• Support mergers, acquisitions, integrations, and de‑novo expansion initiatives through financial due diligence and post‑acquisition performance analysis.
• Drive monthly, quarterly, and annual financial reporting processes and variance analyses.
• Identify operational efficiencies and cost‑saving opportunities while maintaining high‑quality patient care standards.
• Collaborate with Revenue Cycle, Accounting, Human Resources, and Clinical Leadership teams to align financial objectives with organizational goals.
• Lead the development of executive dashboards and reporting packages for senior leadership.
• Ensure compliance with applicable healthcare regulations, financial controls, and reporting standards.
• Build, mentor, and develop a high‑performing FP&A team.

• Experience with agentic AI agents, financial systems, ERP platforms, and reporting tools.
• Bachelor’s degree in Finance, Accounting, Business Administration, or related field required.
• MBA, CPA, CFA, or other advanced financial credential preferred.
• 10+ years of progressive financial leadership experience, including senior‑level FP&A responsibilities.
• Prior experience within oral surgery, dental, DSO, physician practice management, ambulatory surgery, or healthcare services organizations required.
• Demonstrated experience supporting multi‑site healthcare operations.
• Strong expertise in budgeting, forecasting, financial modeling, business intelligence, and strategic planning.
• Experience evaluating acquisitions, practice integrations, and growth initiatives.

• Experience supporting oral and maxillofacial surgery practices, dental specialty groups, or healthcare service organizations.
• Knowledge of healthcare reimbursement models, provider compensation structures, and revenue cycle management.
• Experience working with private equity‑backed healthcare organizations preferred.

• Strategic Financial Leadership
• Executive Presence and Communication
• Data Analytics and Business Intelligence
• Financial Modeling and Forecasting
• Operational Partnership
• Change Management
• Team Development and Leadership
• Mergers & Acquisitions Support

• Large Language Models (Claude, Perplexity, ChatGPT, etc.)
• PowerBI
• SQL / Relational Databases
• Net Suite
• Net Suite Planning & Budgeting (aka, Hyperion Essbase, Smart View, NSPB)

Reports directly to the Chief Financial Officer (CFO) and works closely with the CEO, executive leadership team, operational leaders, and board stakeholders.