Financial Planning Specialist

4 weeks ago

Nashville, Tennessee, United States Chord Specialty Dental Partners Full time
Financial Analyst Job Description

About the Role:

We are seeking a highly skilled Financial Analyst to join our team at Chord Specialty Dental Partners. As a key member of our financial operations team, you will play a critical role in driving our financial success and contributing to our growth through impactful financial planning, budgeting, and reporting.

Responsibilities:

  • Financial Planning & Analysis (FP&A): Assist the Manager of FP&A in the development of the annual budget, forecasts, and long-term financial plans.
  • Financial Reporting: Prepare monthly, quarterly, and annual financial reports, including variance analyses and key performance indicators (KPIs).
  • Data Analysis: Analyze financial data, identify trends, and provide insights to improve business performance across multiple locations.
  • Revenue & Expense Monitoring: Track and monitor revenue, expenses, and profitability by location, provider, and service type.
  • Business Performance Analysis: Evaluate the performance of individual practices and identify opportunities for improvement or growth.
  • Ad-hoc Analysis: Perform ad-hoc financial modeling and analysis to support strategic initiatives, acquisitions, and other business opportunities.
  • Collaboration: Work closely with operational and clinical teams to understand the financial impact of business decisions and initiatives.
  • System Implementation: Assist in the implementation and optimization of financial systems and reporting tools as needed.

Requirements:

  • Education: Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or CFA designation is a plus.
  • Experience: 1-2 years of experience in financial analysis, preferably in a multi-site healthcare or DSO environment. Familiarity with Power BI a plus.
  • Skills:
    • Strong proficiency in Microsoft Excel, including financial modeling and data analysis.
    • Experience with Practice Management systems a plus (Dentrix, Dolphin, Cloud9).
    • Excellent analytical, problem-solving, and communication skills.
    • Ability to present complex financial information in a clear and concise manner.
    • Detail-oriented with the ability to manage multiple tasks and deadlines.
    • Critical thinking and ability to creatively solve problems.
  • Knowledge: Understanding of healthcare revenue cycle, insurance reimbursements, and dental industry trends is highly desirable.
  • Preferred Qualities:
    • Strong business acumen and a proactive approach to problem-solving.
    • Ability to work independently and as part of a team in a fast-paced, dynamic environment.
    • Familiarity with dental practice management software and healthcare financial metrics is a plus.

What We Offer:

  • Medical and Vision Insurance: You're eligible starting the first month after you join.
  • In-house Dental Coverage: Enjoy this benefit with $0 premium.
  • 401(k) Plan with Company Match: We help you plan for your future with our matching program.
  • Generous Paid Time Off and Holidays: Take the time you need to relax and recharge.
  • Employee Referral Program: Earn rewards for bringing talented individuals to our team.
  • Big savings, big perks: Enjoy exclusive discounts on everything from restaurants and travel to movies and more with our employee discount program.
  • Pet Insurance: We understand the importance of furry family members too.
  • Cutting-edge Technology and Training: We provide the tools and resources you need to excel in your role.
  • Life and Disability Insurance Options: Protect yourself and your loved ones with our coverage options.

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