Manager, Financial Planning & Analysis

Ideal Dental • Dallas, TX

36d

About The Position

The Manager of FP&A (Operations Support) will serve as the primary financial business partner to DECA Dental’s field operations, supporting the financial planning, analysis, and performance management needs of more than 160 non-corporate locations. This role is ideal for a finance professional with strong analytical and communication skills, who thrives in a multi-unit environment and can translate data into actionable business insights. The successful candidate will lead the development of field-level budgets, forecasts, and performance analytics while collaborating closely with Operations, Accounting, and Leadership teams to drive profitability, efficiency, and growth.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 5+ years of progressive experience in FP&A or financial management, preferably in a multi-unit retail or multi-unit healthcare environment
• Demonstrated experience partnering with field or regional operations teams
• Advanced proficiency in Excel, including PowerQuery and data modeling
• Proven ability to lead budgeting, forecasting, and variance analysis processes
• Strong communication and presentation skills, able to influence both financial and non-financial stakeholders

Nice To Haves

• Experience in retail, hospitality, healthcare, or other distributed-service organizations (dental or healthcare experience helpful but not required)
• Proficiency with Planful (formerly Adaptive Insights) and Power BI
• Familiarity with ERP and reporting systems such as NetSuite or similar
• Track record of driving process improvement and building scalable FP&A tools

Responsibilities

• Lead the budgeting and forecasting process for field operations, including revenue, labor, and operating expense planning.
• Prepare and review monthly financial performance reports, highlighting key variances and trends versus budget, forecast, and prior year.
• Partner with Operations leaders to identify financial opportunities and risks across the portfolio.
• Manage data integrity across systems to ensure consistent and accurate reporting.
• Develop and maintain KPI dashboards in Power BI to monitor performance at the regional, office, and doctor levels.
• Support Operations in driving accountability and operational excellence through financial insights and key performance metrics.
• Deliver clear, data-driven recommendations to improve efficiency, patient volume, and profitability.
• Serve as the financial liaison between corporate FP&A and field leadership.
• Conduct scenario modeling and sensitivity analysis to support decision-making around staffing, scheduling, new locations, and cost optimization.
• Provide analytical support for initiatives such as marketing ROI, pricing, and service mix performance.
• Partner with leadership to evaluate investment opportunities and strategic growth initiatives.
• Lead ongoing enhancement of FP&A processes, reporting automation, and system utilization.
• Champion adoption and optimization of Planful for budgeting, forecasting, and reporting.
• Streamline data workflows between ERP, Planful, and Power BI to support a scalable FP&A infrastructure.

Benefits

• Competitive compensation and comprehensive benefits package
• Career growth opportunities within a rapidly expanding organization
• Collaborative, mission-driven culture focused on improving lives through better oral health

What This Job Offers

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