Financial Planning & Analysis Lead

Patterson Dental Supply•Loveland, MN

5d•$96,500 - $128,700•Hybrid

About The Position

The Financial Planning & Analysis Lead provides expert-level financial analysis, forecasting, and modeling to guide strategic business decisions and drives financial performance for our Production Animal business. This role leads complex, cross-functional financial projects with minimal oversight and serves as a subject matter expert in interpreting business trends, evaluating economic impacts, and identifying opportunities for operational efficiency. The position operates autonomously and delivers insights that support senior leadership decision-making.

Requirements

Bachelor's Degree in Accounting, Finance, or related field or equivalent education and/or experience
7 years of full P&L financial planning and analysis experience
Experience leading complex analysis in a fast-paced, private-equity or high-growth environment
Advanced proficiency in Microsoft Excel and PowerPoint, including complex modeling, data visualization, and executive-ready reporting
Strong proficiency with financial systems and reporting tools, such as SAP, BPC, Analysis for Office, and sales reporting platforms
Exceptional analytical and problem-solving skills, with the ability to interpret complex financial data and make sound, strategic recommendations
Strong communication and presentation skills, capable of conveying complex insights to non-financial stakeholders and senior leadership
High degree of judgment and autonomy, with the ability to lead large-scale initiatives and make decisions with business unit(s) and/or enterprise-level impact
Ability to collaborate effectively across functions, influence decision-making, and coach others with or without direct authority
Detail-oriented with strong time-management and organizational skills, capable of managing competing priorities in a fast-paced environment
Communicate/Hearing Frequently
Communicate/Talking Frequently
Learn New Tasks or Concepts Frequently
Make Timely Decisions in the Context of a Workflow Frequently
Complete Tasks Independently Constantly
Maintain Focus Constantly
Remember Processes & Procedures Constantly
Stationary Position (Seated) Constantly
Vision Constantly
Hand/Eye Coordination Occasionally
Bend Rarely
Complete Tasks in a Noisy Environment Rarely
Feeling/Grasping/Handling Rarely
Move/Traverse Rarely
Repetitive Motions Rarely

Nice To Haves

Master of Business Administration (MBA) in Finance or related field or equivalent education and/or experience
2 years of leadership or management experience
Experience in a large, multinational, matrixed organization
Prior exposure to corporate development modeling or large-scale transformation projects
For Dental Software: Experience with SaaS economics, pricing, and go-to-market models across multiple customer segments and channels
For Dental Marketing: Experience with providing decision support on pricing, portfolio mix and promotional strategies across a broad product portfolio with multiple customer segments and channels

Responsibilities

Lead complex financial analysis of P&L statements, cash flow, expenditures, and capital investments to identify trends, risks, and opportunities; deliver actionable recommendations that improve financial performance and operational efficiency
Develop and maintain advanced financial models, including scenario planning and “what if” analyses, to support strategic initiatives such as new product evaluations, pricing strategies, and market expansion decisions
Interpret internal and external economic indicators (e.g., inflation, interest rates, exchange rates) and assess their impact on the organization’s financial outlook, informing leadership of potential implications and mitigation strategies
Manage large-scale FP&A projects or processes with limited oversight, coordinating cross-functional collaboration and ensuring high-quality, timely deliverables that influence assigned business unit(s) and/or enterprise-wide planning
Prepare financial forecasts and monthly/quarterly reporting packages, ensuring accuracy, clarity, and alignment with organizational goals; advise senior management on variances, trends, and business drivers
Provide expert recommendations on process improvements, financial controls, and analytical approaches that support continuous improvement and strengthen financial planning capabilities
Support executive presentations, including materials for the Board of Directors and Senior Leadership Team, translating complex financial insights into clear, concise narratives to guide strategic decision making
Serve as a technical and analytical expert, coaching team members and business partners on financial principles, modeling best practices, and analytical techniques which may include direct supervisory responsibilities
Comply with Company and department policies and standards; performs other duties as assigned