Sr. FP&A Analyst
Kerr Dental · Brea, CA · 2 days ago
Finance$108k–$132k/yrFull-time
About the role
The Sr. FP&A Analyst plays a key role in driving the organization’s financial performance by independently preparing, analyzing, and interpreting complex financial data. This role partners closely with cross-functional and operational leaders to evaluate results, identify insights, assess risks and opportunities, and support strategic decision making. The position requires in-depth financial expertise, strong business acumen, and the ability to apply best practices to improve reporting, forecasting, and analytical capabilities.
Responsibilities
- Lead the preparation of monthly and quarterly financial reports, ensuring accuracy, completeness, and business relevant insights
- Analyze actuals vs. budget/forecast and independently interpret performance drivers; proactively identify risks, opportunities, and performance trends
- Develop, enhance, and maintain complex financial models, scenario analysis tools, and reporting templates to strengthen planning and decision support
- Drive core components of the annual budgeting and monthly forecasting cycles, partnering with budget owners to understand assumptions and improve forecast accuracy
- Manage financial data flows from ERP systems, perform advanced reconciliations, validate data quality, and resolve complex variances
- Lead key month end close activities including advanced accruals, higher complexity account reconciliations, and cross functional review of financial entries
- Provide analytical support for pricing strategy, cost optimization, business cases, capital investments, and enterprise initiatives
- Partner with cross functional teams and other functional leaders to evaluate performance and provide strategic insights
- Serve as a resource and informal coach for junior and mid‑level analysts by reviewing analysis, sharing best practices, and supporting development
- Lead portions of cross functional initiatives, prepare executive ready presentations, and support strategic planning with data driven recommendations
- Maintain strong governance over financial processes, ensuring adherence to accounting principles, audit standards and internal control requirements
- Maintain high ethical standards and serve as a trusted advisor by providing fact‑based, unbiased financial insights—even when recommendations are unpopular
Requirements
- Bachelor’s degree required (preferably in accounting, finance, or related field); advanced certifications or advanced degree is a plus
- 4+ years of relevant finance or FP&A experience
- Ability to work on-site during core business hours; extended hours may be required during quarter and year-end close as well as budget and forecast cycles
- Ability to work on site at Corp location per Envista policies
Skills
- Advanced Excel skills (complex formulas, pivot tables, data modeling)
- Proficiency with BI/reporting tools preferred
- Strong experience with ERP systems (e.g. Oracle/SAP) and financial reporting tools (e.g. OneStream/Hyperion)
- Track record of AI adoption to improve processes and productivity
- Strong understanding of financial statements, accounting principles, and financial planning processes
Pay
$107,700 - $131,600
Benefits
- Annual performance bonus
- Medical/dental/vision benefits
- 401K match
- Other applicable compensation plans