Vice President of Financial Planning Analysis

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The ideal candidate will have extensive experience within oral surgery, dental support organizations (DSOs), multi-site healthcare organizations, or related healthcare services environments.</p><p style=\"margin-left:0in;\"><br></p><h2 style=\"margin-left:0in;\">Key Responsibilities</h2><p style=\"margin-left:0in;\"><strong>&nbsp;</strong></p><ul><li>Lead all budgeting, forecasting, and long-range financial planning activities.</li><li>Develop and maintain&nbsp;agentic AI agents and&nbsp;financial models to support strategic initiatives, capital investments, and growth opportunities.</li><li>Provide financial analysis and recommendations to executive leadership and board members.</li><li>Monitor key performance indicators (KPIs) across clinical, operational, and financial functions.</li><li>Partner with operations leaders to improve profitability, productivity, and financial performance across multiple locations.</li><li>Support mergers, acquisitions, integrations, and de novo expansion initiatives through financial due diligence and post-acquisition performance analysis.</li><li>Drive monthly, quarterly, and annual financial reporting processes and variance analyses.</li><li>Identify operational efficiencies and cost-saving opportunities while maintaining high-quality patient care standards.</li><li>Collaborate with Revenue Cycle, Accounting, Human Resources, and Clinical Leadership teams to align financial objectives with organizational goals.</li><li>Lead the development of executive dashboards and reporting packages for senior leadership.</li><li>Ensure compliance with applicable healthcare regulations, financial controls, and reporting standards.</li><li>Build, mentor, and develop a high-performing FP&amp;A; team.</li></ul><p style=\"margin-left:0in;\"><br></p><h2 style=\"margin-left:0in;\">Required Qualifications</h2><p style=\"margin-left:0in;\"><strong>&nbsp;</strong></p><ul><li>Experience with agentic AI agents, financial systems, ERP platforms, and reporting tools.</li><li>Bachelor&#39;s degree in Finance, Accounting, Business Administration, or related field required.</li><li>MBA, CPA, CFA, or other advanced financial credential preferred.</li><li>10+ years of progressive financial leadership experience, including senior-level FP&amp;A; responsibilities.</li><li>Prior experience within oral surgery, dental, DSO, physician practice management, ambulatory surgery, or healthcare services organizations required.</li><li>Demonstrated experience supporting multi-site healthcare operations.</li><li>Strong expertise in budgeting, forecasting, financial modeling, business intelligence, and strategic planning.</li><li>Experience evaluating acquisitions, practice integrations, and growth initiatives.</li></ul><p>&nbsp;</p><div class=\"fr-page-break fr-deletable\" contenteditable=\"false\" style=\"break-after: always;\" data-title=\"PageBreak\"><div class=\"fr-page-break-line\"><span class=\"fr-page-break-label\">Page Break</span></div></div><p>&nbsp;</p><h2 style=\"margin-left:0in;\">Preferred Experience</h2><p style=\"margin-left:0in;\"><strong>&nbsp;</strong></p><ul style=\"margin-left: 0in;\"><li>Experience supporting oral and maxillofacial surgery practices, dental specialty groups, or healthcare service organizations.</li><li>Knowledge of healthcare reimbursement models, provider compensation structures, and revenue cycle management.</li><li>Experience working with private equity-backed healthcare organizations preferred.</li></ul><p style=\"margin-left:0in;\"><br></p><h2 style=\"margin-left:0in;\">Core Competencies</h2><p style=\"margin-left:0in;\"><strong>&nbsp;</strong></p><ul><li>Strategic Financial Leadership</li><li>Executive Presence and Communication</li><li>Data Analytics and Business Intelligence</li><li>Financial Modeling and Forecasting</li><li>Operational Partnership</li><li>Change Management</li><li>Team Development and Leadership</li><li>Mergers &amp; Acquisitions Support</li></ul><p style=\"margin-left:0in;\"><br></p><h2 style=\"margin-left:0in;\">Software Knowledge</h2><h2 style=\"margin-left:0in;\"><br></h2><ul><li>Excel (pivot tables, lookups, Power Query, etc.)</li><li>Large Language Models (Claude, Perplexity, ChatGPT, etc.)</li><li>PowerBI</li><li>SQL / Relational Databases</li><li>NetSuite</li><li>NetSuite Planning &amp; Budgeting (aka, Hyperion Essbase, SmartView, NSPB)</li></ul><p style=\"margin-left:0in;\"><br></p><h2 style=\"margin-left:0in;\">Reporting Structure</h2><p style=\"margin-left:0in;\"><strong>&nbsp;</strong></p><p style=\"margin-left:0in;\">Reports directly to the Chief Financial Officer (CFO) and works closely with the CEO, executive leadership team, operational leaders, and board stakeholders.</p></div>\n",
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