Job Description

About Archway Dental Partners

Archway Dental Partners is a forward-thinking dental support organization (DSO) that empowers high-performing dental practices through operational support, technology, and strategic leadership. We are committed to improving patient access, care quality, and provider success through scalable, efficient, and compliant infrastructure.

Position Summary

We are seeking a highly motivated and detail-oriented Financial Planning Analyst (FPA) to join our dynamic finance team. The successful candidate will play a critical role in driving the company’s financial planning, budgeting, forecasting, and analysis processes. This role requires a strong analytical mindset, exceptional communication skills, and the ability to collaborate across departments to provide actionable insights that enhance decision-making.

Key Responsibilities

Financial Planning & Analysis

• Develop and maintain financial models to support budgeting, forecasting, and long-term planning.
• Prepare, analyze, and present financial performance reports, including variance analysis, trends, and key performance indicators (KPIs).
• Partner with departmental heads to align budgets and forecasts with company objectives.

Budgeting and Forecasting

• Coordinate the annual budgeting process and ongoing forecasts.
• Analyze budget submissions and forecasts to ensure accuracy and alignment with strategic goals.

Data Analysis & Reporting

• Provide regular financial and operational insights to senior leadership.
• Develop dashboards and visualizations to present data clearly and effectively.
• Identify risks and opportunities, recommending actions to improve financial performance.

Strategic Support

• Support business decision-making by providing ad-hoc analysis and scenario modeling.
• Analyze market trends, competitor performance, and internal operations to identify growth opportunities.

Process Improvement

• Evaluate and improve financial processes to enhance efficiency and accuracy.
• Implement and optimize financial planning tools and systems.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (Master’s or CPA/CFA preferred).
• 3-5+ years of experience in financial analysis, budgeting, forecasting, or related roles.
• Experience in healthcare is a plus.
• Advanced proficiency in Microsoft Excel (e.g., financial modeling, pivot tables, macros).
• Experience with financial planning software (e.g., Adaptive Insights, Hyperion, or Anaplan).
• Familiarity with ERP systems (e.g., SAP, Oracle) and data visualization tools (e.g., Tableau, Power BI).
• Strong analytical and problem-solving skills.
• Excellent communication and presentation skills.
• Proven ability to work independently and as part of a team.
• High attention to detail and organizational skills.

Why Archway?

• Competitive compensation and benefits package.
• Opportunities for professional growth and development.
• Collaborative and innovative work environment.

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