FP&A Analyst
External
Pcdm · New Hyde Park, NYPrepare for this interview
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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.)
Benefits
Additional Information
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.
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