Financial Analyst – AI & Data Analytics, DPMS

Support a dental practice management software platform by applying advanced financial analysis, automation, and AI-driven insights to subscription revenue, practice usage, retention, and operational performance.

Responsibilities

• Build and maintain financial models for ARR, 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-level review.
• Analyze revenue performance by practice size, DSO vs. SMB, and region.
• Partner with Accounting to ensure alignment with ASC 606 for software subscriptions, implementation fees, and support contracts.
• Develop AI-enabled forecasting models using pipeline, usage, and renewal data to:
  • Predict churn, downsell, and volume.
  • Identify upsell and cross-sell opportunities with specific cohorts, software versions, and attachment characteristics.
  • Improve forecast accuracy using practice volume, activity, and appointment data.
• Automate recurring finance processes (forecast updates, variance analysis, KPI reporting) using:
  • Power BI or similar tools.
  • Microsoft Copilot or similar tools.
• Automate operational analysis supporting various functional areas of the business and ensure it is self-service and on-demand for business managers.
• Analyze practice management workflows (appointments, scheduling, billing, claims, reminders) to connect usage trends with financial outcomes.
• Support pricing decisions for:
  • Practice Management subscriptions.
  • Patient Solution modules (payments, patient engagement, claims).
• Partner with Commercial, Product, and Customer Success to measure win/loss, attachment, NPS, and overall customer sentiment.
• Partner with Commercial and Sales Operations to improve process over the way customer activity is classified (e.g., churn reason, consolidation relationship, DSO affiliation) and how included in customer count.
• Integrate and analyze data from SAP, Salesforce, Power BI, and vendor reporting.
• Improve and standardize template KPI definitions, metric consistency, and data governance across Finance and Operations.
• Prepare dashboards and board-level materials focused on 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 MS Excel skills.
• Experience with Power BI or similar BI tools.
• Experience using and implementing AI tools or automation in a finance or analytics context.
• Experience supporting DSO or multi-location healthcare customers preferred.
• Experience with SaaS metrics and usage-based or hybrid SaaS pricing models preferred.
• Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or related field.

Skills

• Strong analytical and problem-solving skills.
• Strong communication and cross-functional collaboration skills.
• 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 data integrity.

Pay

$80,000 - $100,000 USD, based on experience.