Overview
A global leader in dental practice management software is seeking a Senior Financial Analyst to support financial planning, forecasting, and performance analysis across its software portfolio. This remote role involves partnering closely with the VP of FP&A and cross-functional leaders to deliver accurate forecasts, insightful analysis, and decision-ready financial models in a recurring revenue SaaS environment.
Responsibilities
Forecasting & Financial Planning
- Support the annual operating plan (AOP), monthly reforecasts, and long-range planning processes
- Maintain and enhance forecast models for ARR, bookings, revenue, churn, and expansion
- Perform variance analysis versus plan, prior periods, and forecasts, highlighting key drivers
- Assist with scenario modeling related to growth initiatives, pricing changes, and investment decisions
Performance Reporting & Analytics
- Prepare recurring management reporting packages and executive dashboards
- Analyze KPIs including ARR, NRR, GRR, LTV, CAC, and gross margin
- Partner with the VP of FP&A to ensure data accuracy, consistency, and clear financial narratives
- Help standardize metrics, definitions, and reporting cadence across teams
- Prepare monthly reporting packages including close and forecast decks, MBR content, and board materials
Business Partnership
- Act as a finance partner to functional leaders within the Sales & Marketing team
- Support go-to-market analysis including pipeline metrics, quota capacity, pricing, and productivity metrics
- Partner with Sales and GTM leadership to align on bookings targets and provide actionable insights into pipeline performance and growth efficiency
- Collaborate with Marketing on spend effectiveness, including CAC, LTV, LTV/CAC ratios, and MROI
- Provide churn, retention, and expansion insights to support Customer Success initiatives
- Partner with and constructively challenge the business in an effective, data-driven manner
Process Improvement & Systems
- Help improve FP&A processes through automation, modeling enhancements, and system integration
- Support data reconciliation between finance, CRM, billing, and planning systems
- Document assumptions, methodologies, and models to support scalability and auditability
- Identify opportunities to improve forecasting accuracy and efficiency
Requirements
- 5 to 7+ years of increasing responsibility in finance, with 3–5 years of progressive FP&A experience in a SaaS or software environment
- Solid understanding of recurring revenue models, SaaS metrics, and unit economics (ARR, NRR, GRR, LTV, CAC)
- Advanced financial modeling and analytical skills; experience with BI tools is a plus
- Experience supporting Sales, Marketing, or GTM functions, including bookings alignment, pipeline analysis, and LTV/CAC evaluation
- Strong communication skills with the ability to translate financial data into executive-level insights
- Ability to partner with and constructively challenge internal business stakeholders
- Self-starter with a drive to advance career
- Bachelor’s degree in Finance, Accounting, Economics, or related field
Preferred Qualifications
- Experience in healthcare, dental, or vertical market software
- MBA preferred
- Experience with HFM/PBCS
Compensation & Benefits
- Salary range: $95,000 - $110,527 (starting base salary range for new employees fully proficient in the role)
- Eligible for a target bonus not included in the posted salary range
- Comprehensive benefits package including health coverage, retirement savings with company match, paid time off, parental leave, wellbeing resources, and education support
Location
- This is a remote position
- Candidates residing in North Dakota, Rhode Island, Vermont, Delaware, Hawaii, Puerto Rico, and other US territories are not eligible for hire
Additional Information
- Travel typically less than 10%
- Office environment with no special physical demands
The organization is an Equal Employment Opportunity Employer and does not discriminate based on race, color, religion, creed, national origin, ancestry, disability (that can be reasonably accommodated), sex, sexual orientation, gender identity, age, citizenship, marital or veteran status, or any other legally protected status.