Executive Director, Financial Planning and Analysis (FP&A)
Share
Job Location:
American Fork, UT - USA
Monthly Salary:
$ 225000 - 250000
Posted on:
12 hours ago
Vacancies:
1 Vacancy
Department:
Job Summary
Henry Schein One is seeking an experienced Executive Director of Financial Planning & Analysis (FP&A) to serve as a strategic finance leader across our software portfolio. This role plays a critical part in shaping business strategy by delivering clear financial insight disciplined forecasting and data-driven decision support in a recurring-revenue SaaS environment.
Partnering closely with executive leadership and cross-functional teams including Product Engineering Sales Marketing and Operations the Executive Director FP&A translates strategy into actionable financial plans while driving transparency accountability and scalable growth. This leader will own enterprise-wide forecasting budgeting long-range planning and performance management with a strong focus on ARR economics bookings and sales performance unit economics and operational metrics that inform executive decisions.
The ideal candidate brings a high degree of intellectual curiosity and business acumen paired with the confidence to influence at the executive level. They are hands-on and not afraid to roll up their sleeves when the business needs it while also operating effectively at a strategic level. They are proactive and highly responsive to the needs of the business known for building trust through clear communication and strong partnerships. They bring a modern analytical approach to Excel-based financial modeling establish a scalable FP&A cadence and reporting framework and deliver accurate monthly and annual forecasts that leadership can rely on.
Above all they are approachable collaborative and effective someone respected for both their rigor and their ability to work well with others.
This position can be remote in the United States however there will be regular travel to our Utah office.
What You Will Do
Strategic Planning & Forecasting
Performance Management & Analytics
Business Partnership
Team Leadership & Process Excellence
What You Will Have
Nice to Haves
The posted range for this position is$225000 - $250000which is the expected starting 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 bonus target not reflected in the range.
What you get as a Henry Schein One Employee
About Henry Schein One
Henry Schein One is the global leader in dental management analytics communication and marketing software. Our companys products and services work together as one simple solution to provide users with a seamless and integrated experience.
Our company thrives because of our people. We believe in supportive diverse and inclusive workforce inclusive environments professional development opportunities and competitive compensation packages. We value innovation teamwork and encourage work-life balance.
One of many reasons why Henry Schein One leads the industry is because of our products services and most importantly our people.
In 2022 Henry Schein One was named one of Best Companies to Work for in Utah. Click here for more information:2022 Best Companies to Work For Henry Schein One
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 Alaska Delaware Hawaii Louisiana Nebraska North DakotaRhode IslandSouth DakotaVermont West Virginia Washington DC orPuerto Rico and other US Territories.
Partnering closely with executive leadership and cross-functional teams including Product Engineering Sales Marketing and Operations the Executive Director FP&A translates strategy into actionable financial plans while driving transparency accountability and scalable growth. This leader will own enterprise-wide forecasting budgeting long-range planning and performance management with a strong focus on ARR economics bookings and sales performance unit economics and operational metrics that inform executive decisions.
The ideal candidate brings a high degree of intellectual curiosity and business acumen paired with the confidence to influence at the executive level. They are hands-on and not afraid to roll up their sleeves when the business needs it while also operating effectively at a strategic level. They are proactive and highly responsive to the needs of the business known for building trust through clear communication and strong partnerships. They bring a modern analytical approach to Excel-based financial modeling establish a scalable FP&A cadence and reporting framework and deliver accurate monthly and annual forecasts that leadership can rely on.
Above all they are approachable collaborative and effective someone respected for both their rigor and their ability to work well with others.
This position can be remote in the United States however there will be regular travel to our Utah office.
What You Will Do
Strategic Planning & Forecasting
- Lead annual operating plan (AOP) rolling forecast and long-range planning processes across subscription and transactional revenue streams
- Develop and maintain robust ARR bookings churn expansion and margin models
- Partner with executive leadership to evaluate strategic initiatives pricing changes investments and growth opportunities
- Support partnership/commercial activities through financial modeling synergy analysis and post-agreement performance tracking
- Own monthly close forecast & MBR meeting content presentations and deadlines
Performance Management & Analytics
- Build and own executive dashboards and KPI frameworks (ARR NRR CAC LTV gross margin EBITDA cash flow)
- Provide timely actionable insights on variances to plan trends and risks
- Translate complex financial data into clear narratives for executives and board stakeholders
- Establish consistent metrics and definitions across the organization to ensure alignment and trust in data
Business Partnership
- Act as a strategic finance partner to Sales Marketing Product and Customer Success leaders
- Support go-to-market planning with Revenue Operations team including quota setting capacity modeling pipeline health and productivity analysis
- Partner with Product and Engineering on roadmap prioritization ROI analysis and investment tradeoffs
- Support Customer Success with churn retention and expansion analytics
- Partner with HR to ensure hiring/backfill needs are met and aligned with forecast
Team Leadership & Process Excellence
- Build mentor and scale a high-performing FP&A and analytics organization
- Drive process automation system improvements and data integration across finance and operational platforms
- Establish best-in-class planning forecasting and reporting cadence suitable for a growing software organization
- Champion a culture of accountability curiosity and continuous improvement
What You Will Have
- Bachelors Degree in Finance Accounting Economics or related field
- 10 years of progressive finance experience with significant FP&A leadership in a SaaS or software environment
- Deep expertise in recurring revenue models SaaS metrics and unit economics
- Proven experience partnering with executive teams and influencing strategic decisions
- Ability to assess and hire a highly performing FP&A teams
- Advanced financial modeling and analytical skills
- Excellent communication skills with the ability to translate data into executive-level insights
Nice to Haves
- MBA or CPA/CFA strongly preferred
- Experience in healthcare dental or vertical market software
- Prior experience in private equity-backed or growth-oriented software companies
- Experience supporting multi-product portfolios
- Experience with Salesforce NetSuite and/or Domo
The posted range for this position is$225000 - $250000which is the expected starting 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 bonus target not reflected in the range.
What you get as a Henry Schein One Employee
- A great place to work with fantastic people
- A career in the healthcare technology industry with the ability to grow and realize your full potential
- Competitive compensation
- Excellent benefits package Medical Dental and Vision Coverage 401K Plan with Company Match Paid Time Off (PTO) Sick Leave (if applicable) Paid ParentalLeave Short Term Disability Income Protection Work Life Assistance Program Health Savings and Flexible Spending AccountsEducation Benefits Worldwide Scholarship Program Volunteer Opportunities and more
About Henry Schein One
Henry Schein One is the global leader in dental management analytics communication and marketing software. Our companys products and services work together as one simple solution to provide users with a seamless and integrated experience.
Our company thrives because of our people. We believe in supportive diverse and inclusive workforce inclusive environments professional development opportunities and competitive compensation packages. We value innovation teamwork and encourage work-life balance.
One of many reasons why Henry Schein One leads the industry is because of our products services and most importantly our people.
In 2022 Henry Schein One was named one of Best Companies to Work for in Utah. Click here for more information:2022 Best Companies to Work For Henry Schein One
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 Alaska Delaware Hawaii Louisiana Nebraska North DakotaRhode IslandSouth DakotaVermont West Virginia Washington DC orPuerto Rico and other US Territories.
Required Experience:
Director
Key Skills
- Bidding
- Customer Service
- B2C
- Account Management
- Bus Driving
- Fire And Safety Engineering
About Company
Discover Henry Schein's dental software platform. Simplify workflows, enhance patient care, and streamline your practice with cutting-edge dental technology.
