Manager of Financial Planning & Analysis

Sage Dental•Boca Raton, FL

19h

About The Position

Sage Dental Management is a leading, rapidly growing Dental Service Organization (DSO) committed to innovation, excellence, and patient-centered care. Overview The Manager, Financial Planning & Analysis will support the Monthly Reporting Process, development of monthly forecasts and the annual budget process for a $300M revenue DSO. The position requires solid analytical, organizational and communication skills. This position reports directly to the VP of FP&A and will have exposure to CFO and other Senior Leaders of company.

Requirements

B.A. or B.S. in Finance or Accounting
5 years in FP&A or relevant work experience; prior role in an analytical environment preferred
Knowledge of finance, accounting, budgeting, and cost control principles, including Generally Accepted Accounting Principles
Experience with Workday Adaptive Planning software
Ability to analyze financial data and prepare financial reports and projections using an advanced level of Excel, PowerPoint, and Word
Ability to work independently and collaborate with internal teams, at multiple levels
A team player that can work in a complex and fast-paced environment
Critical and innovative thinking, judgment, and decision-making skills
Proven ability to be decisive, resolve issues and deliver on commitments and deadlines
Self-motivated, deadline driven and results oriented: a problem solver with strong teamwork skills and strong desire to drive and implement change
Exceptional organizational skills and attention to detail
Excellent verbal and written communication skills

Nice To Haves

Dental or Healthcare experience, preferred
Multi-location experience, preferred
Understanding of business issues and concepts related to dental/medical industry, preferred

Responsibilities

Preparation and analysis of monthly, quarterly and YTD variances of actuals to budget/forecast/prior year, leveraging analytical tools to quickly access data and present meaningful, concise insights on drivers.
Analyze, identify, and communicate key revenue, expense & EBITDA metric variance drivers at the Region, Office, Class, and Business line level
Identify and explain trends and variance drivers, key performance indicators, risks, and opportunities, and develop recommendations to key members of leadership
Enhance processes and reporting, recommend and implement procedures to resolve data quality issues and ensure consistency between multiple areas and reporting systems
Support the bottom-up annual budget development for revenue and expenses
Key subject matter expert for Adaptive budget/forecast tool
Finance liaison with accounting to provide business and plan/forecast support, as well as ensure consistency between actuals and plan/forecast
Provide critical financial assistance to the Sage Leadership team in development of quarterly Board of Directors presentations
Provide financial support to Operations teams (including marketing and clinical) with business cases, ROI, and other financial support for new initiatives
Lead team of financial analysts