Manager of Financial Planning & Analysis

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

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

Qualifications

· 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

· Dental or Healthcare experience, preferred

· Multi-location experience, preferred

· Experience managing or leading a team

Other requirements

· Ability to analyze financial data and prepare financial reports and projections using an advanced level of Excel, PowerPoint, and Word

· Understanding of business issues and concepts related to dental/medical industry, preferred

· 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

What Sage Offers

Be part of a purpose-driven organization transforming dental care. Collaborate with a passionate, innovative team. Access to cutting-edge technology and professional development resources. Competitive compensation and benefits.