Financial Planning & Analysis Lead

Job Summary The Financial Planning & Analysis Lead provides expert-level financial analysis, forecasting, and modeling to guide strategic business decisions and drives financial performance for our Production Animal business. This role leads complex, cross-functional financial projects with minimal oversight and serves as a subject matter expert in interpreting business trends, evaluating economic impacts, and identifying opportunities for operational efficiency. The position operates autonomously and delivers insights that support senior leadership decision-making. Essential Functions Lead complex financial analysis of P&L statements, cash flow, expenditures, and capital investments to identify trends, risks, and opportunities; deliver actionable recommendations that improve financial performance and operational efficiencyDevelop and maintain advanced financial models, including scenario planning and “what if” analyses, to support strategic initiatives such as new product evaluations, pricing strategies, and market expansion decisionsInterpret internal and external economic indicators (e.g., inflation, interest rates, exchange rates) and assess their impact on the organization’s financial outlook, informing leadership of potential implications and mitigation strategiesManage large-scale FP&A projects or processes with limited oversight, coordinating cross-functional collaboration and ensuring high-quality, timely deliverables that influence assigned business unit(s) and/or enterprise-wide planningPrepare financial forecasts and monthly/quarterly reporting packages, ensuring accuracy, clarity, and alignment with organizational goals; advise senior management on variances, trends, and business driversProvide expert recommendations on process improvements, financial controls, and analytical approaches that support continuous improvement and strengthen financial planning capabilitiesSupport executive presentations, including materials for the Board of Directors and Senior Leadership Team, translating complex financial insights into clear, concise narratives to guide strategic decision makingServe as a technical and analytical expert, coaching team members and business partners on financial principles, modeling best practices, and analytical techniques which may include direct supervisory responsibilitiesComply with Company and department policies and standards; performs other duties as assigned Minimum Requirements Bachelor's Degree in Accounting, Finance, or related field or equivalent education and/or experience7 years of full P&L financial planning and analysis experience andExperience leading complex analysis in a fast-paced, private-equity or high-growth environment Preferred Requirements Master of Business Administration (MBA) in Finance or related field or equivalent education and/or experience2 years of leadership or management experienceExperience in a large, multinational, matrixed organizationPrior exposure to corporate development modeling or large-scale transformation projectsFor Dental Software: Experience with SaaS economics, pricing, and go-to-market models across multiple customer segments and channelsFor Dental Marketing: Experience with providing decision support on pricing, portfolio mix and promotional strategies across a broad product portfolio with multiple customer segments and channels Skills And Abilities Advanced proficiency in Microsoft Excel and PowerPoint, including complex modeling, data visualization, and executive-ready reportingStrong proficiency with financial systems and reporting tools, such as SAP, BPC, Analysis for Office, and sales reporting platformsExceptional analytical and problem-solving skills, with the ability to interpret complex financial data and make sound, strategic recommendationsStrong communication and presentation skills, capable of conveying complex insights to non-financial stakeholders and senior leadershipHigh degree of judgment and autonomy, with the ability to lead large-scale initiatives and make decisions with business unit(s) and/or enterprise-level impactAbility to collaborate effectively across functions, influence decision-making, and coach others with or without direct authorityDetail-oriented with strong time-management and organizational skills, capable of managing competing priorities in a fast-paced environment Physical and Cognitive Demands Communicate/Hearing FrequentlyCommunicate/Talking FrequentlyLearn New Tasks or Concepts FrequentlyMake Timely Decisions in the Context of a Workflow FrequentlyComplete Tasks Independently ConstantlyMaintain Focus ConstantlyRemember Processes & Procedures ConstantlyStationary Position (Seated) ConstantlyVision ConstantlyHand/Eye Coordination OccasionallyBend RarelyComplete Tasks in a Noisy Environment RarelyFeeling/Grasping/Handling RarelyMove/Traverse RarelyRepetitive Motions Rarely Working Environment Hazards Occasionally Environmental Conditions Office: This position primarily operates in a professional office environment in which team members occupy desks in assigned areas or at meeting/collaboration spaces within the building. The building's primary work areas consist of desks, chairs, computers, and other office equipment and devices for professional services.Remote: This position primarily completes work from a remote setting, most commonly, a home office. This may be referenced as flexible workplace. The potential compensation range for this role is below. The final offer amount could exceed this range, based on various factors such as candidate location (geographical labor market), experience, and skills. $96,500.00 - $128,700.00