Overview
This role involves supporting a dental practice management software platform through advanced financial analysis, automation, and AI-driven insights focused on subscription revenue, practice usage, retention, and operational performance. The position aims to implement solutions that automate processes and reporting, develop advanced analytics, and enhance data accessibility to provide a comprehensive view of customers. The goal is to create replicable data, reporting, and self-service tools for business managers. Collaboration with Product Management, Sales, Customer Success, and Controllership teams is essential to improve forecasting, revenue and cost analysis, and data-driven decision-making across small to medium-sized businesses (SMB) and dental service organizations (DSO).
Responsibilities
Financial Planning & Analysis (FP&A) and SaaS Performance
- Build and maintain financial models for Annual Recurring Revenue (ARR), Monthly Recurring Revenue (MRR), bookings, churn, net revenue retention, and upsell
- Support monthly forecasting, annual budgeting, and long-range planning for revenue, cost of sales, and operating expenses
- Prepare monthly financial reports for management and executive review
- Analyze revenue performance by practice size, DSO vs. SMB, and region
- Partner with Accounting to ensure compliance with ASC 606 for software subscriptions, implementation fees, and support contracts
AI, Automation & Predictive Analytics
- Develop AI-enabled forecasting models using pipeline, usage, and renewal data to:
- Predict churn, downsell, and volume
- Identify upsell and cross-sell opportunities within specific cohorts, software versions, and attachment characteristics
- Improve forecast accuracy using practice volume, activity, and appointment data
- Automate recurring finance processes such as forecast updates, variance analysis, and KPI reporting using Power BI, Microsoft Copilot, or similar tools
- Automate operational analysis to support various business functions, ensuring self-service and on-demand access for business managers
Practice Usage & Operational Analytics
- Analyze practice management workflows including appointments, scheduling, billing, claims, and reminders to link usage trends with financial outcomes
- Support pricing decisions for Practice Management subscriptions and Patient Solution modules (payments, patient engagement, claims)
- Collaborate with Commercial, Product, and Customer Success teams to measure win/loss, attachment rates, Net Promoter Score (NPS), and overall customer sentiment
- Work with Commercial and Sales Operations to improve classification of customer activity (e.g., churn reasons, consolidation relationships, DSO affiliation) and customer count accuracy
Data & Systems Integration
- Integrate and analyze data from SAP, Salesforce, Power BI, and vendor reporting systems
- Improve and standardize KPI definitions, metric consistency, and data governance across Finance and Operations
Executive Reporting & Strategic Support
- Prepare dashboards and board-level materials focused on key performance indicators (KPIs)
- Deliver insights to leadership on ARR changes, customer activity, customer value, customer cohorts, and growth initiatives
- Support ad-hoc analysis for new module launches, acquisitions, or enterprise DSO deals
Requirements
- 3-5 years of experience in FP&A or financial analysis, preferably in SaaS, healthcare IT, or practice management software
- Strong financial modeling and advanced Microsoft Excel skills
- Experience with Power BI or similar business intelligence tools
- Experience using and implementing AI tools or automation in finance or analytics contexts
- Experience supporting DSO or multi-location healthcare customers preferred
- Familiarity with SaaS metrics and usage-based or hybrid SaaS pricing models preferred
- Bachelor's degree in Finance, Accounting, Economics, Data Analytics, or a related field
Competencies
- Strong analytical and problem-solving skills
- Effective communication and cross-functional collaboration abilities
- Curiosity and enthusiasm for AI-enabled finance
- Ability to translate complex data into executive-ready insights
- Comfort working in a fast-growing, product-driven SaaS environment
- High attention to detail and commitment to data integrity
Compensation & Benefits
- Salary range: $80,000 - $100,000 USD, based on experience
Location
Not specified