Lead Financial Strategist
2 weeks ago
Overview:
Specialty Dental Brands (SDB) stands as a premier dental service organization dedicated to collaborating with top-tier practitioners known for their exceptional patient care and community engagement.
Our organization delivers reliable operational assistance, advanced technology, and comprehensive practice management across a nationwide network of leading pediatric dentistry, orthodontics, and oral surgery services.
We seek a talented and driven individual who possesses an innate desire to enhance and develop new processes, thriving in a dynamic startup environment and a rapidly expanding enterprise.
Role Summary:
Specialty Dental Brands is in search of a highly motivated Lead Financial Strategist to play a pivotal role within its enterprise finance team. This individual should have a strong inclination towards process improvement and innovation in a fast-paced startup culture.
This role will facilitate the financial and business planning efforts across various divisions within the organization, engaging in hands-on forecasting, budgeting, analysis, data management, and reporting.
Key Responsibilities:
- Assist in the preparation of the monthly operational review package and communicate findings to practice leaders.
- Enhance financial understanding among practice-level managers and healthcare providers.
- Monitor, report, and analyze financial metrics, identifying discrepancies in practice performance.
- Conduct ad-hoc analyses to support decision-making, collaborating with various departments across the organization.
- Contribute to project milestones and manage personal workload to meet project deadlines.
- Work closely with data providers and technology teams to ensure the accuracy, automation, and timeliness of critical decision-making data.
- Apply best practices for data extraction and manipulation effectively.
Qualifications:
Required Minimum Qualifications:
- A minimum of 3 years of progressive experience in financial analysis.
- A bachelor’s degree in finance, economics, or accounting.
- Exceptional analytical and communication skills.
- Strong understanding of financial statements.
- Ability to manage change positively and handle multiple priorities in response to evolving demands.
- Experience with data mining and reporting tools (SQL, Excel, PowerBI).
- Knowledge of GAAP and comprehensive understanding of general accrual and cost accounting.
- Highly motivated and detail-oriented with excellent organizational skills.
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