Financial Planning & Analysis Lead

Patterson Companies; United States; On-site; USD 120,000 - 190,000; Full time

Job summary

Patterson Companies is seeking an experienced Financial Planning & Analysis Lead to guide strategic decisions for our Production Animal business. You will lead complex financial analyses, develop robust models, and deliver insights to senior leadership to drive performance.

In this role you will manage cross-functional FP&A projects, prepare forecasts, and support board-ready presentations with clear narratives and actionable recommendations. Autonomy and strong communication are essential.

Qualifications

• Bachelor's Degree in Accounting, Finance, or related field or equivalent education/experience.
• 7 years of full P&L financial planning and analysis experience.
• Experience leading complex analysis in a fast-paced, private-equity or high-growth environment.

Responsibilities

• Lead complex financial analysis of P&L, cash flow, expenditures, and capital investments to identify trends, risks, and opportunities; deliver actionable recommendations that improve financial performance and operational efficiency
• Develop and maintain advanced financial models, including scenario planning and "what if" analyses, to support strategic initiatives such as new product evaluations, pricing strategies, and market expansion decisions
• Interpret internal and external economic indicators (e.g., inflation, interest rates, exchange rates) and assess their impact on the organization's financial outlook, informing leadership of potential implications and mitigation strategies
• Manage large-scale FP&A projects or processes with limited oversight, coordinating cross-functional collaboration and ensuring high-quality, timely deliverables that influence assigned business unit(s) and/or enterprise-wide planning
• Prepare financial forecasts and monthly/quarterly reporting packages, ensuring accuracy, clarity, and alignment with organizational goals; advise senior management on variances, trends, and business drivers
• Provide expert recommendations on process improvements, financial controls, and analytical approaches that support continuous improvement and strengthen financial planning capabilities
• Support executive presentations, including materials for the Board of Directors and Senior Leadership Team, translating complex financial insights into clear, concise narratives to guide strategic decision making
• Serve as a technical and analytical expert, coaching team members and business partners on financial principles, modeling best practices, and analytical techniques which may include direct supervisory responsibilities

Skills

Advanced Excel

Financial modeling

P&L analysis

Executive communication

Cross-functional collaboration

Leadership

SAP

BPC

Analysis for Office

Sales reporting platforms

Education

Bachelor's degree in Accounting or Finance

MBA in Finance

Tools

SAP

BPC

Analysis for Office

Sales reporting platforms

Job description

Patterson isn't just a place to work, it's a partner that cares about your success.

One of the distinguishing marks of our company is the talented people who embrace the people-first, always advancing, and results-driven culture. Professional growth abounds in this motivating environment. We value the diverse talents and experiences our employees bring to Patterson and believe that they build a stronger and successful organization.

Job Summary

The Financial Planning & Analysis Lead provides expert-level financial analysis, forecasting, and modeling to guide strategic business decisions and drives financial performance for our Production Animal business. This role leads complex, cross-functional financial projects with minimal oversight and serves as a subject matter expert in interpreting business trends, evaluating economic impacts, and identifying opportunities for operational efficiency. The position operates autonomously and delivers insights that support senior leadership decision-making.

Essential Functions

• Lead complex financial analysis of P&L statements, cash flow, expenditures, and capital investments to identify trends, risks, and opportunities; deliver actionable recommendations that improve financial performance and operational efficiency
• Develop and maintain advanced financial models, including scenario planning and "what if" analyses, to support strategic initiatives such as new product evaluations, pricing strategies, and market expansion decisions
• Interpret internal and external economic indicators (e.g., inflation, interest rates, exchange rates) and assess their impact on the organization's financial outlook, informing leadership of potential implications and mitigation strategies
• Manage large-scale FP&A projects or processes with limited oversight, coordinating cross-functional collaboration and ensuring high-quality, timely deliverables that influence assigned business unit(s) and/or enterprise-wide planning
• Prepare financial forecasts and monthly/quarterly reporting packages, ensuring accuracy, clarity, and alignment with organizational goals; advise senior management on variances, trends, and business drivers
• Provide expert recommendations on process improvements, financial controls, and analytical approaches that support continuous improvement and strengthen financial planning capabilities
• Support executive presentations, including materials for the Board of Directors and Senior Leadership Team, translating complex financial insights into clear, concise narratives to guide strategic decision making
• Serve as a technical and analytical expert, coaching team members and business partners on financial principles, modeling best practices, and analytical techniques which may include direct supervisory responsibilities
• Comply with Company and department policies and standards; performs other duties as assigned

Minimum Requirements

• Bachelor's Degree in Accounting, Finance, or related field or equivalent education and/or experience
• 7 years of full P&L financial planning and analysis experience and
• Experience leading complex analysis in a fast-paced, private-equity or high-growth environment

Preferred Requirements

• Master of Business Administration (MBA) in Finance or related field or equivalent education and/or experience
• 2 years of leadership or management experience
• Experience in a large, multinational, matrixed organization
• Prior exposure to corporate development modeling or large-scale transformation projects
• For Dental Software: Experience with SaaS economics, pricing, and go-to-market models across multiple customer segments and channels
• For Dental Marketing: Experience with providing decision support on pricing, portfolio mix and promotional strategies across a broad product portfolio with multiple customer segments and channels

Skills and Abilities

• Advanced proficiency in Microsoft Excel and PowerPoint, including complex modeling, data visualization, and executive-ready reporting
• Strong proficiency with financial systems and reporting tools, such as SAP, BPC, Analysis for Office, and sales reporting platforms
• Exceptional analytical and problem-solving skills, with the ability to interpret complex financial data and make sound, strategic recommendations
• Strong communication and presentation skills, capable of conveying complex insights to non-financial stakeholders and senior leadership
• High degree of judgment and autonomy, with the ability to lead large-scale initiatives and make decisions with business unit(s) and/or enterprise-level impact
• Ability to collaborate effectively across functions, influence decision-making, and coach others with or without direct authority
• Detail-oriented with strong time-management and organizational skills, capable of managing competing priorities in a fast-paced environment

Physical and Cognitive Demands

• Communicate/Hearing Frequently
• Communicate/Talking Frequently
• Learn New Tasks or Concepts Frequently
• Make Timely Decisio