Excellent opportunity to join a rapidly growing, fast-paced Dental Clinical Organization (DCO) with 160+ offices, headquartered in New Hyde Park, NY, backed by a top-tier Private Equity firm. This opportunity will enable you to develop a strong skill set in financial planning & analysis, M&A implementation, growth strategy, and more.

ROLE OVERVIEW:

We are seeking a highly motivated Financial Planning & Analysis (FP&A) Analyst to serve as a key contributor to our financial strategy. The position will report to the SVP of Strategy & Analytics, work closely with the Sr. FP&A Analyst, and partner with the Finance and Executive Leadership teams.

This role provides a unique opportunity to gain exposure across all areas of the business and is pivotal in helping Dental365/PCDM achieve its ambitious growth objectives by delivering insightful, value-added analysis across the company. The role will help drive monthly management and sponsor reporting packages, annual budgeting and forecasting processes, financial modeling, KPIs, ad-hoc analysis, and support for credit financing transactions.

Please note: This position is a hybrid position, in-person Monday through Thursday at our Headquarters office located in New Hyde Park, NY, with Fridays remote.

ESSENTIAL RESPONSIBILITIES:

Financial Analysis & Management Reporting: Prepare high-quality financial reports, presentations, and dashboards for the Executive Leadership team. Deliver meaningful analysis to support decision-making on key financial matters. Work closely with the Business Intelligence team to create compelling analysis for Power BI dashboards.
Budgeting & Forecasting: Analyze actual results vs. budget/forecast and assist in developing annual budgets and periodic forecasts. Identify and understand key performance drivers.
Financial Modeling: Enhance and maintain existing financial models, including the multi-site budget model.
Financial Performance & EBITDA Growth: Support business growth by partnering with Finance Leadership, Business Development, and the CEO. Analyze new site acquisitions vs. initial valuation models.
Strategic Financial Analysis: Partner with senior leadership on long-term financial planning, business strategy, and Board of Directors presentations.
Special Projects & Ad-hoc Support: Deliver timely and accurate analyses for leadership, including liquidity analysis, ROI assessments, investor decks, M&A due diligence, and working capital analysis. Identify and drive reporting/process improvements.

REQUIREMENTS:

Education: Bachelor’s degree in Finance, Business Administration, Economics, Engineering, or related field
Experience: 2-3+ years of progressive experience in Finance or Consulting, with 1+ year in FP&A
Analytical Skills: Critical thinker and self-starter who embraces change and drives innovation in reporting and modeling
Organizational Skills: Strong accuracy, attention to detail, and organizational skills
Ability to multi-task, prioritize, and perform under tight deadlines
Communication: Excellent communication and teamwork skills
Technical Skills: Strong analytical, financial modeling, and presentation skills
Ability to analyze raw data, draw insights, and develop actionable recommendations
Advanced proficiency in Excel and PowerPoint (required)
Working knowledge of accounting principles
Software Proficiency: Experience with business intelligence tools (e.g., Power BI, Tableau, Hyperion, Essbase, SAP Business Explorer, etc.) preferred
Familiarity with ERPs (Sage Intacct, QuickBooks, etc.)
Experience leveraging AI tools to enhance analytical productivity (e.g., ChatGPT, Claude, Gemini, Grok, etc.)

OUR BENEFITS:

Generous Compensation: We invest in the best and are competitive in our salary offers.
Flexible Health and Vision Insurance Plans: Tailored options for you and your family's well-being.
401(K) Retirement Plan with Matching: Secure your financial future with our employer-matched plan up to 6%.
Generous Paid-Time Off: Accrue up to 3 weeks, plus an annual "you" day for self-care.
Exclusive In-house Dental Program: Heavily discounted services for you and your immediate family.
Extra Perks and Fringe Benefits: Enjoy additional benefits and ongoing perks for our dedicated teams.

*All benefits available at full-time employment (30+ hours weekly). Some benefits available for part-time employees as well.

New York Salary Range: $85,000 - $110,000

Salary Range

$85,000—$110,000 USD