Director of Corporate Financial Planning & Analysis

Ideal Dental • Dallas, TX

44d

About The Position

The Director of FP&A will lead all aspects of DECA Dental’s corporate financial planning, consolidation, budgeting, forecasting, and reporting processes. This individual will serve as a key strategic partner to the CFO, executive leadership, and Board of Directors—providing analytical insight, financial discipline, and forward-looking guidance to support the company’s continued growth and value creation. The successful candidate will oversee corporate overhead budgeting, long-range planning, and financial consolidation across all divisions, driving rigor, transparency, and strategic alignment in financial performance management.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 7+ years of progressive FP&A experience, including corporate consolidation and long-range planning
• Proven track record of managing budgeting, forecasting, and executive reporting in a multi-entity or multi-location environment
• Advanced financial modeling and Excel skills, with strong understanding of data structures and forecasting methodologies
• Exceptional analytical, strategic thinking, and communication skills
• Experience preparing materials for senior executives and board-level audiences

Nice To Haves

• MBA or CPA designation
• Familiarity with enterprise reporting and planning tools (e.g., Planful, Power BI, NetSuite, Adaptive Insights)
• Strong leadership presence and ability to influence across functions

Responsibilities

• Lead the corporate financial planning, consolidation, and forecasting processes, ensuring accuracy and timeliness across the enterprise.
• Manage the annual operating plan (AOP) and long-range plan (LRP) processes, partnering with functional leaders to translate strategic objectives into actionable financial targets.
• Consolidate and analyze company-wide results, integrating inputs from clinical, field, and support center teams.
• Oversee monthly corporate and consolidated reporting packages, including variance analysis, executive summaries, and commentary for leadership and the Board of Directors.
• Own the corporate overhead budgeting process, ensuring alignment with organizational goals and efficiency initiatives.
• Develop rolling forecasts that incorporate key business drivers, emerging trends, and scenario-based analysis.
• Provide executive leadership with clear visibility into budget-to-actual performance and identify actionable insights to improve profitability and cash flow.
• Prepare and deliver monthly and quarterly financial presentations for the CEO, CFO, and Board of Directors.
• Partner with the CFO to create materials supporting strategic discussions with investors, lenders, and external stakeholders.
• Ensure a high standard of accuracy, clarity, and storytelling in financial communications.
• Drive cross-functional alignment on key performance indicators and ensure consistent financial reporting across all entities.
• Enhance forecasting tools, models, and systems to support data-driven decision-making.
• Lead continuous improvement initiatives to streamline financial processes and strengthen analytical capabilities across the FP&A organization.

Benefits

• Competitive compensation and benefits package
• Direct exposure to executive and board-level strategy
• Career growth opportunities in a fast-paced, private-equity-backed organization
• Collaborative, mission-driven culture focused on operational excellence and patient care

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 1,001-5,000 employees