Senior Financial Analyst

SGA Dental Partners; California; Remote; USD 85,000 - 105,000; Full time

Benefits offered by this job

Paid Holidays and PTO

401(k) Retirement Plan Health and Vis

Employer-Paid Dental Insurance

Life Insurance

Care.com Membership & Employee Asssist

Supplemental Coverage (Disability, CI,

Career Growth and Development Opportun

Job summary

SGA Dental Partners is seeking a Senior Financial Analyst to perform budgeting, forecasting, build financial models, and support financial planning. The role focuses on the corporate side and collaborates with Directors, VPs, and Executives.

Responsibilities include annual budgets, month-end close, monthly reporting, lender presentations, 3-statement models, liquidity monitoring, and internal/external reporting. Requires a Bachelor's in finance or accounting and 3+ years FP&A experience.

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• 3+ years of FP&A, budgeting, and modeling experience.
• Experience with Sage Intacct and Workday is a plus.

Responsibilities

• Develop annual and post-acquisition corporate budgets and forecasting.
• Participate in monthly variance analysis and month-end close processes.
• Prepare monthly financial reporting packages and quarterly Board presentations.
• Prepare monthly/quarterly lender presentations and compliance certificates.
• Build and maintain 3-statement financial models to deliver insights.
• Monitor liquidity, cash flow forecasting, and capital requirements.
• Prepare internal and external reporting and analysis.
• Perform ad-hoc analysis as needed.

Skills

Analytical skills

Presentation skills

Excel proficiency

Financial modeling

Project management

Education

Bachelor's degree in finance, accounting, or related field

Tools

Sage Intacct

Workday

Job description

SGA Dental Partners is hiring for a Senior Financial Analyst .

The Senior Financial Analyst performs a variety of financial activities including budgeting, forecasting, building financial models, assisting with financial planning, performing research and analysis, preparing reports, and assisting with close processes. This position reports to the Director of FP&A and will focus on the Corporate side of the business while collaborating directly with employees at the Director, VP, and Executive level.

Key Responsibilities

• Develop and prepare annual and post-acquisition corporate and capital budgets and forecasting
• Participate in monthly variance analysis as well as month-end close processes
• Assist in preparing monthly financial reporting packages and quarterly Board presentations
• Prepare monthly/quarterly lender presentations and compliance certificates
• Build and maintain 3-statement financial models to deliver insights into company-wide performance
• Monitor liquidity, cash flow forecasting, and capital requirements
• Prepare internal and external reporting and analysis
• Perform other duties or ad-hoc analysis as assigned

Knowledge/Skills/Abilities

• Highly analytical with strong attention to detail and organization
• Ability to present financial information to a non-financial audience.
• Strong communication, interpersonal, and presentation skills.
• Advanced skillset in Excel.
• Advance financial modeling skills
• Working knowledge of financial strategies.
• Effective written and verbal communication skills.
• Ability to manage multiple projects simultaneously.

Education/ Experience

• Bachelor's degree in finance, accounting, or a related field
• 3+ years of experience in financial planning, analysis, and modeling.
• Experience with a wide range of GL & HRIS systems including Sage Intacct and Workday is a plus.

Benefits We Offer :

• Paid Holidays and Paid Time Off (PTO)
• 401(k) Retirement Plan Health and Vision Insurance
• Employer-Paid Dental Insurance, Life Insurance, Care.com Membership & Employee Assistance Program
• Supplemental Coverage (Disability, Critical Illness, Accident)
• Career Growth and Development Opportunities

Pay range :

$85,000 - $105,000 depending on experience

This position is eligible for remote work in the following states: Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Mexico, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin.

Applicants must be authorized to work in the United States without the need for current or future visa sponsorship.

In hometown communities, SGA Dental Partners is a beacon of positive energy, delivering the highest level of clinical excellence and patient-centered care.

In order to maintain a high level of clinical excellence, SGA Dental Partners and dental practices affiliated with SGA maintain a drug free and alcohol free workplace. All new hires are required to pass a full panel drug screening as a condition of employment.

SGA Dental Partners is an Equal Opportunity Employer and values diversity at every level of our team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.