Senior Analyst - Financial Planning & Analysis - Remote - Midwest

Senior Analyst -  Financial Planning & Analysis

We are looking for a Senior Analyst in our Financial Planning & Analysis function to enhance our ability to support our stakeholders and drive value.  You must be capable of working in a high-growth environment, with a dynamic accounting/finance team. This position will work with other members of the team as well as our Office Field Leadership to further enhance company-wide forecasting and analysis. 

With more than 1,700 dental offices supported across 38 states, over 20,000 team members and over 2,600 supported doctors in our support, Heartland Dental has a proven track record of growth and success. We’re looking for professional individuals who are open, positive and mentally flexible to join our network of support

Early 2018, KKR became Heartland Dental’s new lead investor, With Ontario Teacher’s Pension Plan (OTTP) remaining a minority investor.  KKR’s resources and partnership have opened up many new opportunities to further advance the company’s growth. With annual revenues exceeding $1 billion, we continue to expand our profitability and nationwide footprint. Growth is derived from same-office growth, new office development and new affiliations.  

Company Culture:  Heartland Dental is committed to advancing the field of dentistry by supporting quality work. We seek hard workers who are comfortable working at a fast pace and demonstrate the same passion for this rewarding field. Our professionals aren't afraid of a challenge. In fact, they thrive off the opportunity to grow. Through mentorship and partnerships, the successes of each individual become motivation for our entire team. Our outstanding team is the reason that Heartland Dental has expanded so rapidly over two decades in the business.

This position reports to the Sr Director of Office FP&A Finance.

Below is an overview of the duties and responsibilities associated with this position:

• Assist in driving the Company’s Office level budgeting and forecasting process, collaborating with Field unit business and financial team members and building Office level budgets
• Lead financial modeling, financial analysis and valuation support for strategic activities, operational analysis and other ad-hoc financial projects
• Maintain ongoing financial forecasts, including Office level P&L’s as well as internal 4-Wall P&L’s, as well as other financial & forecasting projects
• Drive continuous improvement of budgeting and forecasting processes by establishing and maintaining high quality accuracy standards, developing and modifying company-wide budgeting and forecasting templates and tools, and automating processes
• Prepare highly visible reports & analysis, including variance analysis for monthly management reporting as well as preparation for Regional/Business Segment level reviews with Field Leadership
• Collaborate with members of the Field Leadership team and other operational teams to provide analysis and solutions that will drive improvement in the performance of the business
• Develop and educate financial acumen of business partners
• Gathering, organize and maintaining large data sets contained in databases/other analytical tools

Become skilled with various financial/analytical tools and help drive their continued implementation

Minimum Requirements:

• Bachelor’s degree in finance, Accounting, or related field
• 3+ years of budgeting/financial modeling related experience
• Experienced with driving fully integrated financial models
• Superior analytical and problem-solving skills with ability to identify insights that lead organization to better understanding of opportunities or risks
• Skilled at synthesizing large volumes of data and understanding value drivers/areas of opportunity
• Advanced skills in Microsoft Excel
• Commitment to take ownership of a project and see it through from inception to completion
• Ability to build partnerships with all levels of management and cross-functional business partners
• Skilled at translating complex technical and difficult to solve problems into understandable and consumable terms for Executive Management

 Desirable Qualifications:

• Experience working with ERP systems such as accounting systems, budgeting/planning platforms (i.e. Anaplan, Adaptive, Hyperion, etc), business intelligence tools (i.e. Tableau, Power BI, etc) or other databases
• Experience supporting a Field or Sales Organization a plus
• Medical/Dental industry experience

Physical Requirements:

• Ability to perform essential duties satisfactorily with or without reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties of the position
• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds at times

We put our people first at Heartland Dental, and that shows in our generous benefits package.

Company retains the sole discretion to change the duties of the position at any time.

We provide all employees and applicants for employment the protections of federal, state, and local laws affording equal opportunity in employment.