Director, Financial Planning

Job Overview:
We are seeking an experienced and detail-oriented Director, Financial Planning & Analysis to lead our financial planning, budgeting, and reporting functions. This is a key leadership role responsible for delivering accurate and insightful financial information to senior management, board members, and external stakeholders, including lenders. The Director will play a critical role in developing budgets, performing month-end variance analysis, and identifying cost optimization opportunities, while supporting strategic initiatives across the business.

This role requires a strong mix of technical financial acumen, business partnership, and leadership. The ideal candidate is a strategic thinker who thrives in a hands-on environment and can work cross-functionally with department heads to drive performance and accountability.

Responsibilities and Duties:
Financial Reporting & Insights

• Lead preparation of monthly, quarterly, and annual financial reporting for the board, executive leadership, private equity sponsors, and lenders.
• Define and report on key performance indicators (KPIs) aligned with the company's strategic and operational goals.
• Develop corporate department P&Ls and partner with functional leaders to ensure targets are met.
• Streamline and automate data collection and reporting processes across departments.
• Ensure data integrity and consistency across all financial systems and reporting tools.
• Track and monitor capital expenditures and investments, ensuring alignment with approved budgets and project plans.

Budgeting, Forecasting & Planning

• Lead the annual budgeting and long-range strategic planning processes, ensuring alignment with company objectives.
• Own the development and ongoing refinement of the company's operational long-term plan, in close collaboration with business leaders and functional teams.
• Implement and manage monthly and quarterly reforecasting processes.
• Partner with operational and corporate leaders to ensure financial targets are achieved.
• Build forward-looking forecasting models to support scenario planning and decision-making.

Strategic & Financial Modeling

• Own and continuously enhance the company's long-range financial valuation model.
• Lead financial analysis for key strategic initiatives, business cases, capital investments, and other ad hoc projects.
• Provide modeling and financial support for M&A activity, integrations, or capital structure decisions.
• Support scenario modeling for business planning under various macroeconomic and operational assumptions.

Business Partnership & Operational Support

• Collaborate closely with business unit and department leaders to evaluate trends, uncover performance drivers, and identify profitable growth opportunities.
• Serve as a strategic finance partner across functions (e.g., Operations, HR, IT, Legal) to support financial alignment and accountability.
• Provide financial analysis for cross-functional initiatives and operational decision-making.

Performance Management

• Lead monthly performance reviews, including analysis of budget vs. actuals with actionable insights and variance commentary.
• Identify financial risks and opportunities and recommend mitigation or optimization strategies.
• Drive discipline around EBITDA improvement, margin expansion, and cost containment.

Team Leadership

• Lead and mentor a small team of FP&A analysts, promoting a culture of high performance, accuracy, and continuous development.
• Drive continuous improvement in processes, reporting frameworks, and analytical capabilities.
• Foster a collaborative, results-driven finance culture aligned with company values and strategic goals.

Education, Credentials, Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CFA preferred
• 10+ years of progressive experience in FP&A, strategic finance, or corporate finance roles
• Prior experience in a private equity-backed company or fast-paced, high-growth environment strongly preferred
• Proven success leading budgeting, forecasting, and strategic planning processes
• Strong grasp of financial statements, operational metrics, and valuation techniques
• Excellent communication and presentation skills, with experience delivering to executive teams and boards
• Strong leadership capabilities with experience building and developing high-performing teams
• Advanced proficiency in Microsoft Excel and PowerPoint; experience with financial systems such as Adaptive Insights, Power BI, is a plus
• Comfortable navigating ambiguity and solving complex business problems in a dynamic environment

123Dentist is an equal opportunity employer committed to diversity and inclusivity. We strives to build a workforce that reflects the communities it serves, including individuals with disabilities. Accommodations are available upon request throughout the recruitment process. Please inform our team if you need assistance at any stage

We thank all candidates for their interest; however, only those selected for an interview will be contacted
JOB ID:9680