Vice President of Financial Planning Analysis

Vice President, Financial Planning & Analysis (FP&A)

Position Summary

The Vice President of Financial Planning & Analysis (FP&A;) is responsible for leading the organization's financial planning, budgeting, forecasting, strategic analysis, and performance management functions. This executive leader serves as a key business partner to the executive team, providing financial insights that support operational excellence, growth initiatives, acquisitions, and long-term strategic planning. The ideal candidate will have extensive experience within oral surgery, dental support organizations (DSOs), multi-site healthcare organizations, or related healthcare services environments.

Key Responsibilities

• Lead all budgeting, forecasting, and long-range financial planning activities.
• Develop and maintain agentic AI agents and financial models to support strategic initiatives, capital investments, and growth opportunities.
• Provide financial analysis and recommendations to executive leadership and board members.
• Monitor key performance indicators (KPIs) across clinical, operational, and financial functions.
• Partner with operations leaders to improve profitability, productivity, and financial performance across multiple locations.
• Support mergers, acquisitions, integrations, and de novo expansion initiatives through financial due diligence and post-acquisition performance analysis.
• Drive monthly, quarterly, and annual financial reporting processes and variance analyses.
• Identify operational efficiencies and cost-saving opportunities while maintaining high-quality patient care standards.
• Collaborate with Revenue Cycle, Accounting, Human Resources, and Clinical Leadership teams to align financial objectives with organizational goals.
• Lead the development of executive dashboards and reporting packages for senior leadership.
• Ensure compliance with applicable healthcare regulations, financial controls, and reporting standards.
• Build, mentor, and develop a high-performing FP&A; team.

Required Qualifications

• Experience with agentic AI agents, financial systems, ERP platforms, and reporting tools.
• Bachelor's degree in Finance, Accounting, Business Administration, or related field required.
• MBA, CPA, CFA, or other advanced financial credential preferred.
• 10+ years of progressive financial leadership experience, including senior-level FP&A; responsibilities.
• Prior experience within oral surgery, dental, DSO, physician practice management, ambulatory surgery, or healthcare services organizations required.
• Demonstrated experience supporting multi-site healthcare operations.
• Strong expertise in budgeting, forecasting, financial modeling, business intelligence, and strategic planning.
• Experience evaluating acquisitions, practice integrations, and growth initiatives.

Preferred Experience

• Experience supporting oral and maxillofacial surgery practices, dental specialty groups, or healthcare service organizations.
• Knowledge of healthcare reimbursement models, provider compensation structures, and revenue cycle management.
• Experience working with private equity-backed healthcare organizations preferred.

Core Competencies

• Strategic Financial Leadership
• Executive Presence and Communication
• Data Analytics and Business Intelligence
• Financial Modeling and Forecasting
• Operational Partnership
• Change Management
• Team Development and Leadership
• Mergers & Acquisitions Support

Software Knowledge

• Excel (pivot tables, lookups, Power Query, etc.)
• Large Language Models (Claude, Perplexity, ChatGPT, etc.)
• PowerBI
• SQL / Relational Databases
• NetSuite
• NetSuite Planning & Budgeting (aka, Hyperion Essbase, SmartView, NSPB)

Reporting Structure

Reports directly to the Chief Financial Officer (CFO) and works closely with the CEO, executive leadership team, operational leaders, and board stakeholders.