Manager, Financial Planning & Analysis

Company Overview:

InterDent Service Corporation provides comprehensive dental support and administrative services to over 175 dental practices, employing more than 400 dentists across eight states. These practices, including the Gentle Dental® and Blue Oak Dental® brands, offer high-quality, patient-centered dental care. Additionally, InterDent operates Capitol Dental Care (CDC), a capitated, value-based care program in Oregon. CDC partners with coordinated care organizations to deliver dental services under the Oregon Health Plan, focusing on preventive care and improving both oral and systemic health for children and low-income patients since 1994.

Position Overview:

We are seeking an experienced Manager, Financial Planning and Analysis (FP&A) to lead the financial planning and analysis function in a multisite environment. The successful candidate will provide critical financial insights and partner with leadership across multiple business units to drive decision-making, support strategic initiatives, and improve overall financial performance. This role is responsible for budgeting, forecasting, performance monitoring, and financial modeling to support the organization’s growth and profitability objectives.

Key Responsibilities:

1. Financial Planning and Budgeting:
• Lead the annual budgeting and forecasting process for corporate G&A, ensuring alignment with strategic objectives and operational plans.
• Collaborate with department heads to develop accurate budget submissions and track performance against targets.
• Support the budgeting process for the clinics by identifying trends and variances to inform management decisions.
• Prepare consolidated budget reports for senior leadership, highlighting key insights and actionable recommendations.
2. Analysis and Reporting:
• Analyze monthly corporate G&A expenses, providing insights and recommendations to enhance cost efficiency.
• Prepare monthly and quarterly materials for the board of director.
• Lead monthly reviews of operational and financial metrics, preparing materials and updating operations leaders on budget variances within their markets.
• Conduct complex monthly analysis for bonus calculation.
3. Cross-Functional Collaboration:
• Serve as a business partner to key stakeholders, providing financial guidance to support operational and strategic decision-making.
• Collaborate with teams across the organization, including operations, sales, and supply chain, to ensure alignment between financial plans and business objectives.
• Work closely with accounting to ensure financial data accuracy and integrity in all reports and systems.
4. Performance Management:
• Develop and monitor performance metrics for all sites, providing insights on how to improve financial results and operational efficiency.
• Identify areas of financial risk and opportunities for improvement and cost savings.
• Assist in setting performance targets for each site and drive accountability by establishing financial goals.

Qualifications:

• Education: Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA preferred.
• Experience:
• 5-8 years of progressive experience in financial planning and analysis, with a strong preference for experience in a multisite or multi-unit environment.
• Proven track record of success in budgeting, forecasting, and strategic financial planning.
• Experience in SQL and VBA is a plus.
• Skills:
• Strong analytical and problem-solving skills with a focus on operational and financial efficiency.
• Excellent communication and presentation skills, with the ability to translate complex financial data into actionable insights for non-financial stakeholders.
• Advanced Excel and financial modeling skills; familiarity with data visualization tools (e.g., Power BI, Tableau) is a plus.
• Ability to manage multiple priorities and work effectively in a fast-paced, dynamic environment.
• Leadership abilities to manage a team and collaborate effectively across departments.

Key Competencies:

• Strong business acumen with an understanding of operational and financial levers in a multisite environment.
• Proactive and results-driven with a continuous improvement mindset.
• Attention to detail while maintaining a strategic perspective.
• Collaborative and able to build relationships with cross-functional teams.

Pay Range

• $130,000 - $150,000