DOCS Health

Financial Planning & Analysis Lead

DOCS Health • $96K — $128K *
St. Paul, MN 55106In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Accounting, Finance, or related field
  • 7 years of full P&L financial planning and analysis experience
  • Experience leading complex analysis in a fast-paced, private-equity or high-growth environment
  • Master of Business Administration (MBA) in Finance is preferred
  • 2 years of leadership or management experience is preferred

Responsibilities

  • Lead complex financial analysis of P&L statements and cash flow to identify trends and opportunities
  • Develop and maintain advanced financial models for strategic initiatives
  • Interpret economic indicators and assess their impact on financial outlook
  • Manage large-scale FP&A projects with limited oversight and ensure high-quality deliverables
  • Prepare accurate financial forecasts and reporting packages for senior management
  • Provide recommendations on process improvements and financial controls
  • Support executive presentations by translating complex financial insights

Benefits

  • Full Medical, Dental, and Vision benefits and an integrated Wellness Program
  • 401(k) Match Retirement Savings Plan
  • Paid Time Off (PTO)
  • Holiday Pay & Floating Holidays
  • Volunteer Time Off (VTO)
  • Educational Assistance Program
  • Full Paid Parental and Adoption Leave
  • LifeWorks (Employee Assistance Program)
  • Patterson Perks Program
Full Job Description
Job Summary
The Financial Planning & Analysis Lead provides expert-level financial analysis, forecasting, and modeling to guide strategic business decisions and drives financial performance for our Production Animal business. This role leads complex, cross-functional financial projects with minimal oversight and serves as a subject matter expert in interpreting business trends, evaluating economic impacts, and identifying opportunities for operational efficiency. The position operates autonomously and delivers insights that support senior leadership decision-making.

Essential Functions
  • Lead complex financial analysis of P&L statements, cash flow, expenditures, and capital investments to identify trends, risks, and opportunities; deliver actionable recommendations that improve financial performance and operational efficiency
  • Develop and maintain advanced financial models, including scenario planning and "what if" analyses, to support strategic initiatives such as new product evaluations, pricing strategies, and market expansion decisions
  • Interpret internal and external economic indicators (e.g., inflation, interest rates, exchange rates) and assess their impact on the organization's financial outlook, informing leadership of potential implications and mitigation strategies
  • Manage large-scale FP&A projects or processes with limited oversight, coordinating cross-functional collaboration and ensuring high-quality, timely deliverables that influence assigned business unit(s) and/or enterprise-wide planning
  • Prepare financial forecasts and monthly/quarterly reporting packages, ensuring accuracy, clarity, and alignment with organizational goals; advise senior management on variances, trends, and business drivers
  • Provide expert recommendations on process improvements, financial controls, and analytical approaches that support continuous improvement and strengthen financial planning capabilities
  • Support executive presentations, including materials for the Board of Directors and Senior Leadership Team, translating complex financial insights into clear, concise narratives to guide strategic decision making
  • Serve as a technical and analytical expert, coaching team members and business partners on financial principles, modeling best practices, and analytical techniques which may include direct supervisory responsibilities
  • Comply with Company and department policies and standards; performs other duties as assigned


Minimum Requirements
  • Bachelor's Degree in Accounting, Finance, or related field or equivalent education and/or experience
  • 7 years of full P&L financial planning and analysis experience and
  • Experience leading complex analysis in a fast-paced, private-equity or high-growth environment


Preferred Requirements
  • Master of Business Administration (MBA) in Finance or related field or equivalent education and/or experience
  • 2 years of leadership or management experience
  • Experience in a large, multinational, matrixed organization
  • Prior exposure to corporate development modeling or large-scale transformation projects
  • For Dental Software: Experience with SaaS economics, pricing, and go-to-market models across multiple customer segments and channels
  • For Dental Marketing: Experience with providing decision support on pricing, portfolio mix and promotional strategies across a broad product portfolio with multiple customer segments and channels


Skills and Abilities
  • Advanced proficiency in Microsoft Excel and PowerPoint, including complex modeling, data visualization, and executive-ready reporting
  • Strong proficiency with financial systems and reporting tools, such as SAP, BPC, Analysis for Office, and sales reporting platforms
  • Exceptional analytical and problem-solving skills, with the ability to interpret complex financial data and make sound, strategic recommendations
  • Strong communication and presentation skills, capable of conveying complex insights to non-financial stakeholders and senior leadership
  • High degree of judgment and autonomy, with the ability to lead large-scale initiatives and make decisions with business unit(s) and/or enterprise-level impact
  • Ability to collaborate effectively across functions, influence decision-making, and coach others with or without direct authority
  • Detail-oriented with strong time-management and organizational skills, capable of managing competing priorities in a fast-paced environment


Physical and Cognitive Demands
  • Communicate/Hearing Frequently
  • Communicate/Talking Frequently
  • Learn New Tasks or Concepts Frequently
  • Make Timely Decisions in the Context of a Workflow Frequently
  • Complete Tasks Independently Constantly
  • Maintain Focus Constantly
  • Remember Processes & Procedures Constantly
  • Stationary Position (Seated) Constantly
  • Vision Constantly
  • Hand/Eye Coordination Occasionally
  • Bend Rarely
  • Complete Tasks in a Noisy Environment Rarely
  • Feeling/Grasping/Handling Rarely
  • Move/Traverse Rarely
  • Repetitive Motions Rarely


Working Environment
  • Hazards Occasionally


Environmental Conditions
  • Office: This position primarily operates in a professional office environment in which team members occupy desks in assigned areas or at meeting/collaboration spaces within the building. The building's primary work areas consist of desks, chairs, computers, and other office equipment and devices for professional services.
  • Remote: This position primarily completes work from a remote setting, most commonly, a home office. This may be referenced as flexible workplace.


What's In It For You:

We provide competitive benefits, unique incentive programs and rewards for our eligible employees:
  • Full Medical, Dental, and Vision benefits and an integrated Wellness Program
  • 401(k) Match Retirement Savings Plan
  • Paid Time Off (PTO)
  • Holiday Pay & Floating Holidays
  • Volunteer Time Off (VTO)
  • Educational Assistance Program
  • Full Paid Parental and Adoption Leave
  • LifeWorks (Employee Assistance Program)
  • Patterson Perks Program


The potential compensation range for this role is below. The final offer amount could exceed this range, based on various factors such as candidate location (geographical labor market), experience, and skills.

$96,500.00 - $128,700.00

About DOCS Health

Dentrust Optimized Care Solutions provide direct and on-location health services through fixed-clinic settings, mobile treatment centers, telemedicine, portable deployment models, emergency response, case management, and a variety of comprehensive health, dental, and specialty care.

DOCS Health Careers

Joining DOCS Health presents an unparalleled opportunity to become part of a leading team of professionals dedicated to healthcare excellence. DOCS Health is renowned for its commitment to innovation, leadership in the medical field, and a culture that actively supports diversity and professional growth.

Explore Job Opportunities

DOCS Health offers a variety of job opportunities that cater to a range of skills and professional interests. Whether one is seeking a position in healthcare administration, patient care, or medical research, DOCS Health provides a platform where career aspirations turn into reality.

Internship Programs

For those at the beginning of their professional journey, DOCS Health’s internship programs offer a robust foundation in the healthcare industry. Interns gain invaluable experience, working alongside seasoned professionals and engaging in projects that enhance their skills and expand their understanding of the medical field.

Employment Benefits

Choosing a career at DOCS Health means access to outstanding benefits. The company is committed to the well-being of its team members, offering comprehensive health benefits, retirement plans, and generous paid time off. Additionally, employees enjoy continuous learning opportunities through professional development and diversity training programs.

Cultivating a Culture of Growth and Innovation

At DOCS Health, fostering a culture of growth and innovation is paramount. The company encourages its team to pursue innovation in every task and project. With a supportive network and access to cutting-edge technology, team members can explore new ideas and approaches, driving forward the standards of healthcare.

Leadership and Development

Leadership development is a cornerstone of DOCS Health’s commitment to its employees. Through targeted training and real-world application, employees enhance their leadership skills, preparing them for advanced roles within the company. This focus on leadership cultivates a team that is ready to meet challenges and excel in their careers.

Networking and Professional Development

Networking opportunities abound at DOCS Health, with numerous events and platforms that connect employees with industry leaders and peers. These interactions are vital for professional growth and innovation, offering insights and opportunities that are integral to career advancement.

Hiring Process

The hiring process at DOCS Health is designed to be transparent and engaging. Candidates can expect a thorough interview process where they can showcase their skills and learn about the company’s values and expectations. Interested candidates should prepare their resume to reflect relevant experience and skills, tailored to the position they are applying for.

Join the DOCS Health Team

Explore the career pages and current job listings to find where skills and interests align with the needs of DOCS Health. Positions are available for those passionate about making a difference in healthcare and eager to join a team that values hard work and creativity.

Stay Connected with DOCS Health Careers

Keep up to date with the latest from DOCS Health by following the careers blog. Gain insights from insiders, learn about new job openings, and get tips for your next interview or networking event.

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Learn more about DOCS Health
Size
251 employees
Industry
Healthcare
* Ladders Estimates

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