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Senior Financial Analyst

Role overview

Qualifications

  • Typically 5 to 7 or more years of increasing responsibility in applicable professional experience.
  • 3–5 years of progressive finance experience with significant FPA exposure in a SaaS or software environment.
  • Bachelor’s degree in Finance, Accounting, Economics, or related field.
  • Strong communication skills with the ability to translate financial data into executive-level insights.

Responsibilities

  • Support the annual operating plan (AOP), monthly reforecasts, and long-range planning processes.
  • Prepare recurring management reporting packages and executive dashboards.
  • Act as a finance partner to functional leaders within the Sales & Marketing team.
  • Help improve FPA processes through automation, modeling enhancements, and system integration.

Key facts

Other skills

  • Forecasting
  • Communication
  • Microsoft Excel
  • Problem Solving
  • Collaboration
  • Time Management

About the company

DentalPlans.com logo

DentalPlans.com

Insurance Brokerage & Agencies

DentalPlans.com is the largest dental plans marketplace. Our longstanding industry relationships, dedicated team, and proven digital tools make quality dental care affordable and easy for everyone to access. Our goal is to keep our customers smiling throughout every stage of life. We have 25+ plan options – including both dental savings plans and dental insurance plans, accepted by more than 70% of dental practices nationwide – that can reduce the cost of dental care. And we make choosing the right plan easy, with personalized recommendations and our 20+ years of experience in helping people save at the dentist. We also offer group dental plans for businesses.

Company details

Company typeSME
IndustryInsurance Brokerage & Agencies
Company size51 - 200

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Job description

Shape what’s next in dental technology.
Join Henry Schein One!

Who We Are

Join a global leader redefining dental practice management and do work that actually matters. At Henry Schein One, we are a team of care catalysts: people who fuel innovation, challenge the status quo, and bring an entrepreneurial mindset to everything we do. Your ideas fuel innovation that enhances patient care and drives real results for practices. 

We don’t just talk about impact; we build it! Backed by a trusted reputation, our leaders foster an inclusive and supportive environment where we stay solely focused on our mission, empowering you to think boldly, collaborate creatively, and grow. We have high expectations for performance and delivering results; as part of a winning team, you’ll work hard, challenge the status quo, and bring a growth mindset. Here, your strengths are recognized, your development matters, and your wins celebrated. 

Senior Financial Analyst 
***This position is Remote***

About the Role
The Senior Financial Analyst plays a critical role in supporting financial planning, forecasting, and performance analysis across Henry Schein One’s software portfolio. Partnering closely with the VP of FP&A as well as cross-functional leaders, this role delivers accurate forecasts, insightful analysis, and decision-ready financial models in a recurring revenue SaaS environment.

This position requires expert-level modeling and analytical skills combined with strong business partnership instincts. This person will be able to translate strategy into measurable financial outcomes while maintaining clear visibility into ARR performance, margins, and operating leverage. The ideal candidate brings deep Excel proficiency, comfort across data platforms, and the ability to work with minimal direction in a fast-paced, finance-led culture with strong opportunities for career growth.

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 surface 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

Qualifications

  • Typically 5 to 7 or more years of increasing responsibility in applicable professional experience.
     
  • 3–5 years of progressive finance experience with significant FP&A exposure 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 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

  • Capable of partnering with and constructively challenging internal business stakeholders

  • Responsive self-starter driven to advance career

  • Bachelor’s degree in Finance, Accounting, Economics, or related field

Bonus Qualifications
  • Experience in healthcare, dental, or vertical market software

  • MBA preferred

  • Experience with HFM/PBCS

Travel/Physical Demands
Travel typically less than 10%. Office environment. No special physical demands required.

The posted range for this position is $95,000-$110,527, which is the expected starting base salary range for an employee who is new to the role to fully proficient in the role. Many factors go into determining employee pay within the posted range including prior experience, current skills, location/labor market, internal equity, etc. This position is eligible for a target bonus not reflected in the posted range.

What you’ll gain as a #TeamSchein member
  • A robust benefits package including health coverage, retirement savings with company match, paid time off, parental leave, wellbeing resources, education support, and MORE! 

Henry Schein, Inc.  is an Equal Employment Opportunity Employer and does not discriminate against applicants or employees on the basis of race, color, religion, creed, national origin, ancestry, disability that can be reasonably accommodated without undue hardship, sex, sexual orientation, gender identity, age, citizenship, marital or veteran status, or any other legally protected status.

Unfortunately, Henry Schein One is not currently hiring individuals residing in North Dakota, Rhode Island, Vermont, Delaware, Hawaii, Puerto Rico and other US territories.

 

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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