FP&A Analyst

Dental Metrics Maven

$85K — $110K *
Healthcare
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Business Administration, Economics, Engineering, Accounting, or a related field.
  • 2-3+ years in Finance, FP&A, Consulting, Investment Banking, or Corporate Finance.
  • At least 1 year of direct FP&A experience preferred.
  • Strong financial modeling and analytical skills.
  • Advanced proficiency in Microsoft Excel and PowerPoint is required.
  • Understanding of accounting principles and financial statements.
  • Excellent organizational skills and attention to detail.
  • Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

  • Prepare monthly, quarterly, and annual financial reports and executive presentations.
  • Deliver analysis to aid strategic decision-making across the organization.
  • Develop management reporting packages for Executive Leadership and investors.
  • Enhance reporting through partnerships with the Business Intelligence team.
  • Analyze company financial performance to identify trends and opportunities.
  • Assist in developing budgets and forecasts.
  • Evaluate newly acquired practices against financial models.

Benefits

  • Competitive compensation package.
  • Flexible health and vision insurance options.
  • 401(k) plan with employer matching up to 6%.
  • Generous paid time off, including up to 3 weeks annually.
  • Annual personal 'You Day'.
  • Heavily discounted dental services for employees and immediate family.
  • Professional development opportunities.
  • Employee perks and fringe benefits.
Full Job Description
About the Job

FP&A Analyst - New Hyde Park, New York

Position Type: Finance & Strategy

Job Type: Full-Time

Compensation:

  • Base Salary: $85,000 - $110,000 annually.
  • Opportunity for future advancement and performance-based growth.


Schedule:

  • Hybrid Schedule.
  • In-office Monday through Thursday at Headquarters in New Hyde Park, NY.
  • Remote Fridays.


Position Summary:

We are seeking a highly motivated FP&A Analyst to join a rapidly growing, private equity-backed dental organization supporting more than 160 dental practices throughout the Northeast. Reporting directly to the SVP of Strategy & Analytics and partnering closely with the Senior FP&A Analyst, Finance Team, and Executive Leadership Team, this role will serve as a key contributor to the organization's financial planning, reporting, forecasting, and growth initiatives. This position provides exceptional exposure to executive leadership, M&A activity, strategic planning, budgeting, forecasting, business intelligence, and operational performance management. The ideal candidate is analytical, detail-oriented, intellectually curious, and excited to help drive strategic decision-making within a high-growth healthcare environment.

Key Responsibilities:

Financial Analysis & Reporting:

  • Prepare monthly, quarterly, and annual financial reports, dashboards, and executive presentations.
  • Deliver meaningful analysis to support strategic decision-making across the organization.
  • Develop and maintain management reporting packages for Executive Leadership and investors.
  • Partner with the Business Intelligence team to enhance reporting and Power BI dashboards.
  • Analyze financial performance and identify trends, risks, and opportunities.


Budgeting & Forecasting:

  • Assist in developing annual budgets and periodic forecasts.
  • Analyze actual financial performance versus budget and forecast.
  • Identify key operational and financial drivers impacting business performance.
  • Support long-range planning initiatives and strategic forecasting efforts.


Financial Modeling:

  • Maintain and enhance financial models used throughout the organization.
  • Support multi-site budgeting and forecasting models.
  • Develop scenario analyses and sensitivity models to support decision-making.
  • Assist with financial modeling related to acquisitions and business expansion opportunities.


Strategic Finance & Growth Initiatives:

  • Partner with Finance Leadership, Business Development, and Executive Leadership teams.
  • Evaluate newly acquired practices against acquisition underwriting models.
  • Support EBITDA growth initiatives through data-driven analysis.
  • Assist with strategic planning and Board of Directors presentation materials.
  • Contribute to long-term business planning initiatives.


M&A & Special Projects:

  • Support acquisition due diligence and integration initiatives.
  • Perform ROI analyses, working capital reviews, and liquidity assessments.
  • Assist with investor presentations and lender reporting packages.
  • Identify opportunities for process improvement and reporting automation.
  • Provide ad hoc financial analyses for senior leadership.


Benefits:

  • Competitive compensation package.
  • Flexible health and vision insurance plan options.
  • 401(k) retirement plan with employer matching up to 6%.
  • Generous paid time off, including up to 3 weeks annually.
  • Annual personal "You Day".
  • Heavily discounted dental services for employees and immediate family members.
  • Professional development opportunities.
  • Additional employee perks and fringe benefits.


Benefits available to full-time employees working 30+ hours per week. Some benefits may also be available to part-time employees.

Qualifications:

  • Bachelor's degree in Finance, Business Administration, Economics, Engineering, Accounting, or a related field required.
  • 2-3+ years of progressive experience in Finance, FP&A, Consulting, Investment Banking, Corporate Finance, or related fields.
  • Minimum 1 year of direct FP&A experience preferred.
  • Strong financial modeling and analytical skills.
  • Advanced proficiency in Microsoft Excel and PowerPoint required.
  • Strong understanding of accounting principles and financial statements.
  • Excellent organizational skills with strong attention to detail.
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
  • Strong written and verbal communication skills.
  • Ability to transform complex data into actionable business insights.


Preferred Skills:

  • Experience with business intelligence tools such as Power BI, Tableau, Hyperion, Essbase, SAP Business Explorer, or similar platforms.
  • Familiarity with ERP systems such as Sage Intacct, QuickBooks, or related financial software.
  • Experience supporting mergers and acquisitions, due diligence, or integration activities.
  • Exposure to private equity-backed organizations preferred.
  • Experience leveraging AI tools such as ChatGPT, Claude, Gemini, Grok, or similar technologies to improve analytical efficiency and reporting workflows.
  • Healthcare, dental, or multi-site business experience preferred.

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