Senior Financial Analyst

Job Description

Experience: Mid Level
Salary: $85,000 - $100,000 per year

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.

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.

• 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.

• 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.

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

• 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!

Location:

Phoenix, AZ, US