FP&A Analyst

Excellent opportunity  to join a  rapidly  growing, fast-paced  Dental  Clinical  Organization ( D C O )  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.    
ROLE OVERVIEW: 
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  S VP of  Strategy & Analytics ,  work closely with the  Sr.  FP&A  Analyst ,  and partner with  the F inance 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 .  
ESSENTIAL RESPONSIBILITIES:


• 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.  

• Budgeting & Forecasting:  Analyze actual results vs. budget/forecast and assist in developing annual budgets and periodic forecasts. Identify and understand key performance drivers.  

• Financial Modeling:  Enhance and maintain existing financial models, including the multi-site budget model.  

• 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.   

• Strategic Financial Analysis:  Partner with senior leadership on long-term financial planning, business strategy, and Board of Directors presentations.  

• 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.  

REQUIREMENTS:


• Education : Bachelor’s degree in Finance, Business Administration, Economics, Engineering, or related field  

• Experience : 2-3+ years of progressive experience in Finance or Consulting, with 1+ year in FP&A   

• Analytical Skills : Critical thinker and self-starter who embraces change and drives innovation in reporting and modeling  

• Organizational Skills : Strong accuracy, attention to detail, and organizational skills  

• Ability to multi-task, prioritize, and perform under tight deadlines  

• Communication : Excellent communication and teamwork skills  

• Technical Skills : Strong analytical, financial modeling, and presentation skills   

• Ability to analyze raw data, draw insights, and develop actionable recommendations  

• Advanced proficiency in Excel and PowerPoint (required)  

• Working knowledge of accounting principles  

• Software Proficiency : Experience with business intelligence tools (e.g., Power BI, Tableau, Hyperion, Essbase, SAP Business Explorer, etc.) preferred  

• Familiarity with ERPs (Sage Intacct, QuickBooks, etc.)  

• Experience leveraging AI tools to enhance analytical productivity (e.g., ChatGPT, Claude, Gemini, Grok, etc.)  

OUR BENEFITS:  


• Generous Compensation: We invest in the best and are competitive in our salary offers.   

• Flexible Health and Vision Insurance Plans : Tailored options for you and your family's well-being.  

• 401(K) Retirement Plan with Matching: Secure your financial future with our employer-matched plan up to 6%.  

• Generous Paid-Time Off: Accrue up to 3 weeks, plus an annual "you" day for self-care.  

• Exclusive In-house Dental Program : Heavily discounted services for you and your immediate family.  

• Extra Perks and Fringe Benefits: Enjoy additional benefits and ongoing perks for our dedicated teams.  

* 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 Salary Range $85,000 — $110,000 USD