Financial planning and analysis Jobs in Richardson, TX

At Deca / Ideal Dental , we’re on a mission to revolutionize dental care—and we want you to be part of the journey! As one of North America's fastest-growing dental groups, we're driven by our vision to provide exceptional, comprehensive dental services all under one roof. Established in 2008, we’re proud to be clinician-founded and clinician-led , with a focus on patient-centered care and an unwavering commitment to innovation and growth. The Director of Financial Planning & Analysis (FP&A) plays a critical role in shaping the financial strategy of a rapidly growing, private equity-backed dental care organization. Responsible for budgeting, forecasting, and performance analysis across a multi-site Dental Support Organization (DSO), this position partners closely with executive leadership and private equity stakeholders to drive informed decision-making and maximize enterprise value. The ideal candidate brings a deep understanding of private equity-backed, multi-site healthcare services and thrives in high-growth, dynamic environments. Key Responsibilities Strategic Financial Planning Lead the annual budgeting and long-range planning process across all dental practice locations, ensuring alignment with growth and operational goals. Collaborate with clinical and operational leaders to ensure financial plans support practice-level performance and strategic expansion initiatives. Forecasting & Scenario Modeling Develop and maintain dynamic rolling forecasts and sensitivity analyses to support decision-making in a PE-backed environment. Model the financial impact of de novos, acquisitions, and operational efficiencies. Performance Analytics & KPI Management Deliver actionable insights into revenue, margin, and cost trends across the DSO network. Monitor key metrics including same-store growth, provider productivity, payer mix, and operating leverage. Executive & Investor Reporting Prepare financial dashboards and board-ready presentations for private equity sponsors and executive leadership. Support lender and investor reporting requirements and ad-hoc financial due diligence requests. Cross-Functional Partnership Partner with Operations, Revenue Cycle Management, and Clinical Leadership to drive accountability and improve financial outcomes at the practice level. Serve as a financial advisor to operations and business units, translating data into insights that inform growth strategies and operational improvements. Team Leadership Build and develop a best-in-class FP&A team capable of supporting a scaling, multi-site dental organization. Implement best practices and standardized processes to support rapid growth and scalability. Process & Systems Optimization Lead automation efforts across financial reporting and planning using FP&A tools and ERP systems. Enhance data integrity and visibility by optimizing integrations between practice management systems (e.g., Denticon) and financial platforms. Qualifications & Experience Bachelor's degree in Finance, Accounting, or related field; MBA Finance strongly preferred. 10 - 15 years of progressive FP&A experience, with at least 4 years in a leadership role within a multi-site healthcare services or dental business. Experience in a private equity-backed environment is strongly preferred. Early career experience as an Analyst or Associate in investment banking and / or working for a private equity firm is strongly preferred. Deep understanding of healthcare services operations, clinical KPIs, and revenue cycle dynamics. Advanced proficiency in financial modeling, cash flow forecasting, and business intelligence tools. Strong familiarity with leading ERP and FP&A platforms (e.g., NetSuite, Sage Intacct, Adaptive Insights, Anaplan) and physician practice management or dental practice management systems (e.g., Denticon, Open Dental). Proven ability to influence cross-functional teams and present to executive and investor audiences. Why You’ll Love It Here : At Deca / Ideal Dental, we’re committed to helping you grow professionally, providing you with opportunities to expand your skills, work with cutting-edge technology, and make a lasting impact on your patients. If you’re passionate about dental care, thrive in a dynamic, supportive environment, and want to be part of a team that values both excellence and compassion, this is the place for you. Medical insurance. Discounted dental benefits for the employee, their spouse, and dependent children. Paid holidays. Paid Time Off (PTO). CPR recertification. 401K. Employee scholarship program. At Deca / Ideal Dental, we’re dedicated to putting smiles on the faces of our guests and our team. We foster a supportive, positive environment where every team member can thrive, grow, and enjoy their work. Join us and be part of a culture where your smile truly matters.