Senior Financial Analyst

Senior Financial Analyst - Onsite

This Jobot Job is hosted by:
Ashley Harper
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $85,000 - $100,000 per year

A bit about us:

A Partnership Organization for Pediatric Dentists, Orthodontists, Oral Surgeons, and Dentists

Why join us?

Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, IRA)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Vacation, Sick & Public Holidays)
Training and Development opportunities
Free snacks!

Job Details

This role will serve as a key finance partner to departments including IT, HR, RCM, Marketing, and Talent Acquisition, helping drive budgeting, forecasting, reporting, and performance insights.

Beyond core FP&A responsibilities, this role will play a critical part in ad hoc analysis, identifying scalability opportunities, improving operational efficiency, and helping drive these functions forward as the organization continues to grow. This is a highly visible role within the FP&A team, offering exposure to senior leadership and the opportunity to influence decision-making in a dynamic, high-growth environment.

Responsibilities

Financial Planning & Analysis

Support the annual budget, quarterly forecasts, and long-range planning for corporate functions.
Partner with functional leaders to develop and manage departmental budgets.
Analyze monthly results vs. budget/forecast and clearly articulate key drivers of variance.
Build and maintain financial models to support strategic initiatives and investment decisions.

Business Partnering

Act as a trusted finance partner to leaders across IT, HR, RCM, Marketing, and Talent Acquisition.
Translate financial data into actionable insights for non-finance stakeholders.
Support cost management initiatives and identify opportunities for efficiency and ROI improvement.

Strategic & Ad Hoc Analysis

Perform ad hoc analyses to support decision-making across corporate functions.
Identify opportunities to scale processes, improve efficiency, and optimize resource allocation.
Evaluate and support initiatives that drive growth, productivity, and cost effectiveness.
Help implement data-driven approaches to improve how functions operate and measure success.

Reporting & Insights

Prepare monthly reporting packages and dashboards for leadership.
Develop KPIs and performance metrics (e.g., cost per hire, marketing ROI, RCM performance).
Assist in building scalable reporting processes and tools.

Ad Hoc & Strategic Support

Support business cases for new investments (technology, headcount, marketing spend, etc.).
Participate in cross-functional projects and process improvement initiatives.
Assist in preparation of materials for executive leadership and private equity stakeholders.
Other duties as assigned.

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, or related field.
2–5 years of experience in FP&A, corporate finance, investment banking, or consulting.
Strong financial modeling and analytical skills (advanced Excel required).
Experience working with cross-functional teams and non-finance stakeholders.
Excellent communication skills with ability to present insights clearly and concisely.
Experience in healthcare, multi-site businesses, or private equity-backed environments is a plus.

Preferred Qualifications

Highly proactive with strong problem-solving skills.
Ability to move beyond reporting and drive insights that lead to action.
Strong attention to detail with an ability to connect data to business strategy.
Comfortable operating in a fast-paced, high-growth environment.
Systems experience (e.g., Power BI, Tableau, FP&A tools) is a plus.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of…