Sage Dental is the leading Dental Support Organization (DSO) in the Southeast, and we are continuing to grow! At Sage, people are at the core of everything we do. We are looking for dynamic and talented professionals who fit our culture of innovative technology, constant learning, and patient-centric care to join our team. If you are ready to take the next step in your career and want a position with excellent earning potential with a stable, growing company, Sage Dental has what you are looking for.
OverviewSage Dental is looking to fill a Senior Financial Analyst role within the Financial Planning and Analysis team which will support the Monthly Reporting Process, development of monthly forecasts and the annual budget process. The position requires solid analytical, organizational and communication skills. This position reports directly to the Vice President, FP&A and will have exposure to the CFO and other Senior Leaders of the 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 and 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 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 assistance in development of quarterly Board of Directors presentations
- Provide financial support to Marketing/Clinical teams with business cases, ROI and other new initiatives
- Ability to analyze financial data and prepare financial reports and projections using an advanced level of Excel, PowerPoint, and Word
Qualifications - B.A. or B.S. in Finance or Accounting
- FP&A or relevant work experience preferred but not required
- Knowledge of finance, accounting, budgeting and cost control principles, including Generally Accepted Accounting Principles
- Knowledge of Adaptive financial planning software, preferred
