Vice President, Financial Planning & Analysis (FP&A)Position SummaryThe Vice President of Financial Planning & Analysis (FP&A;) is responsible for leading the organization's financial planning, budgeting, forecasting, strategic analysis, and performance management functions. This executive leader serves as a key business partner to the executive team, providing financial insights that support operational excellence, growth initiatives, acquisitions, and long-term strategic planning. The ideal candidate will have extensive experience within oral surgery, dental support organizations (DSOs), multi-site healthcare organizations, or related healthcare services environments.
Key Responsibilities- Lead all budgeting, forecasting, and long-range financial planning activities.
- Develop and maintain agentic AI agents and financial models to support strategic initiatives, capital investments, and growth opportunities.
- Provide financial analysis and recommendations to executive leadership and board members.
- Monitor key performance indicators (KPIs) across clinical, operational, and financial functions.
- Partner with operations leaders to improve profitability, productivity, and financial performance across multiple locations.
- Support mergers, acquisitions, integrations, and de novo expansion initiatives through financial due diligence and post-acquisition performance analysis.
- Drive monthly, quarterly, and annual financial reporting processes and variance analyses.
- Identify operational efficiencies and cost-saving opportunities while maintaining high-quality patient care standards.
- Collaborate with Revenue Cycle, Accounting, Human Resources, and Clinical Leadership teams to align financial objectives with organizational goals.
- Lead the development of executive dashboards and reporting packages for senior leadership.
- Ensure compliance with applicable healthcare regulations, financial controls, and reporting standards.
- Build, mentor, and develop a high-performing FP&A; team.
Required Qualifications- Experience with agentic AI agents, financial systems, ERP platforms, and reporting tools.
- Bachelor's degree in Finance, Accounting, Business Administration, or related field required.
- MBA, CPA, CFA, or other advanced financial credential preferred.
- 10+ years of progressive financial leadership experience, including senior-level FP&A; responsibilities.
- Prior experience within oral surgery, dental, DSO, physician practice management, ambulatory surgery, or healthcare services organizations required.
- Demonstrated experience supporting multi-site healthcare operations.
- Strong expertise in budgeting, forecasting, financial modeling, business intelligence, and strategic planning.
- Experience evaluating acquisitions, practice integrations, and growth initiatives.
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Preferred Experience- Experience supporting oral and maxillofacial surgery practices, dental specialty groups, or healthcare service organizations.
- Knowledge of healthcare reimbursement models, provider compensation structures, and revenue cycle management.
- Experience working with private equity-backed healthcare organizations preferred.
Core Competencies- Strategic Financial Leadership
- Executive Presence and Communication
- Data Analytics and Business Intelligence
- Financial Modeling and Forecasting
- Operational Partnership
- Change Management
- Team Development and Leadership
- Mergers & Acquisitions Support
Software Knowledge- Excel (pivot tables, lookups, Power Query, etc.)
- Large Language Models (Claude, Perplexity, ChatGPT, etc.)
- PowerBI
- SQL / Relational Databases
- NetSuite
- NetSuite Planning & Budgeting (aka, Hyperion Essbase, SmartView, NSPB)
Reporting StructureReports directly to the Chief Financial Officer (CFO) and works closely with the CEO, executive leadership team, operational leaders, and board stakeholders.
