FP&A Analyst

pcdm

New Hyde Park1w ago

About the role

Excellent opportunity to join a rapidly growing, fast-paced Dental Clinical Organization (DCO) with 160+ offices, headquartered in New Hyde Park, NY, backed by a top-tier Private Equity firm. This opportunity will enable you to develop a strong skill set in financial planning & analysis, M&A implementation, growth strategy, and more.   <h3>ROLE OVERVIEW: </h3> We are seeking a highly motivated Financial Planning & Analysis (FP&A) Analyst to serve as a key contributor to our financial strategy. The position will report to the SVP of Strategy & Analytics, work closely with the Sr. FP&A Analyst, and partner with the Finance and Executive Leadership teams.   This role provides a unique opportunity to gain exposure across all areas of the business and is pivotal in helping Dental365/PCDM achieve its ambitious growth objectives by delivering insightful, value-added analysis across the company. The role will help drive monthly management and sponsor reporting packages, annual budgeting and forecasting processes, financial modeling, KPIs, ad-hoc analysis, and support for credit financing transactions.  Please note: This position is a hybrid position, in-person Monday through Thursday at our Headquarters office located in New Hyde Park, NY, with Fridays remote.  <h3>ESSENTIAL RESPONSIBILITIES:</h3> <ul> <li>Financial Analysis & Management Reporting: Prepare high-quality financial reports, presentations, and dashboards for the Executive Leadership team. Deliver meaningful analysis to support decision-making on key financial matters. Work closely with the Business Intelligence team to create compelling analysis for Power BI dashboards. </li> <li>Budgeting & Forecasting: Analyze actual results vs. budget/forecast and assist in developing annual budgets and periodic forecasts. Identify and understand key performance drivers. </li> <li>Financial Modeling: Enhance and maintain existing financial models, including the multi-site budget model. </li> <li>Financial Performance & EBITDA Growth: Support business growth by partnering with Finance Leadership, Business Development, and the CEO. Analyze new site acquisitions vs. initial valuation models.  </li> <li>Strategic Financial Analysis: Partner with senior leadership on long-term financial planning, business strategy, and Board of Directors presentations. </li> <li>Special Projects & Ad-hoc Support: Deliver timely and accurate analyses for leadership, including liquidity analysis, ROI assessments, investor decks, M&A due diligence, and working capital analysis. Identify and drive reporting/process improvements. </li> </ul> <h3>REQUIREMENTS:</h3> <ul> <li>Education: Bachelor’s degree in Finance, Business Administration, Economics, Engineering, or related field </li> <li>Experience: 2-3+ years of progressive experience in Finance or Consulting, with 1+ year in FP&A  </li> <li>Analytical Skills: Critical thinker and self-starter who embraces change and drives innovation in reporting and modeling </li> <li>Organizational Skills: Strong accuracy, attention to detail, and organizational skills </li> <li>Ability to multi-task, prioritize, and perform under tight deadlines </li> <li>Communication: Excellent communication and teamwork skills </li> <li>Technical Skills: Strong analytical, financial modeling, and presentation skills  </li> <li>Ability to analyze raw data, draw insights, and develop actionable recommendations </li> <li>Advanced proficiency in Excel and PowerPoint (required) </li> <li>Working knowledge of accounting principles </li> <li>Software Proficiency: Experience with business intelligence tools (e.g., Power BI, Tableau, Hyperion, Essbase, SAP Business Explorer, etc.) preferred </li> <li>Familiarity with ERPs (Sage Intacct, QuickBooks, etc.) </li> <li>Experience leveraging AI tools to enhance analytical productivity (e.g., ChatGPT, Claude, Gemini, Grok, etc.) </li> </ul> <h3>OUR BENEFITS: </h3> <ul> <li>Generous Compensation: We invest in the best and are competitive in our salary offers.  </li> <li>Flexible Health and Vision Insurance Plans: Tailored options for you and your family's well-being. </li> <li>401(K) Retirement Plan with Matching: Secure your financial future with our employer-matched plan up to 6%. </li> <li>Generous Paid-Time Off: Accrue up to 3 weeks, plus an annual "you" day for self-care. </li> <li>Exclusive In-house Dental Program: Heavily discounted services for you and your immediate family. </li> <li>Extra Perks and Fringe Benefits: Enjoy additional benefits and ongoing perks for our dedicated teams. </li> </ul> *All benefits available at full-time employment (30+ hours weekly). Some benefits available for part-time employees as well.  New York Salary Range: $85,000 - $110,000<div class="content-pay-transparency"><div class="pay-input"><div class="title">Salary Range</div><div class="pay-range">$85,000—$110,000 USD</div></div></div>

Perks & benefits

401k
Vision Insurance
Equity Compensation

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