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FP&A Analyst

New Hyde Park, New York, United States

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 & Analyticswork closely with the Sr. FP&A Analystand 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 noteThis position is a hybrid positionin-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

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