Senior Financial Analyst FP&A

The Senior Financial Analyst FP&Ais a strategic financepartnertoacomplex multi-faceted family ofcompanies andcollaboratesdirectlywith all levels of management to perform operationaland benchmarkanalysesbuildand interpret key financial metricsforecastoperatingresultsandsupportcritical strategic and operating decisions.

The ideal candidateis a problem solver whopossessesastrong understanding of financial modeling isinquisitivetenaciousand collaborative and has a passion for translating complex data into actionable business strategies.

UniversalCompetencies:

• Collaboration:Proactively engages with an iterative mindset to enhance ideas and achieve organizational results; Cultivates relationships builds partnerships shares and learns without boundaries.

• Service:Focusing on meeting needs and exceeding expectations for those served inside and outside the organization.

• Respect:Embracing others for their true authentic self; nurture and promote an environment that values diversity of thought inputexperienceandexpertise.

Role SpecificCompetencies:

• Problem Solving: Applies analysis creativityresilienceand logic to reachoptimaloutcomes; develops and implements solutions.

• Approachability: Is consistently approachable open to feedback and truthful; builds trust and authentic professional relationships.

• Resourcefulness:Uses creativityingenuityand insight to tackle issues and provide fresh solutions

How theSenior Financial Analystcontributes:

• Developsdeep understanding of the business issue andutilizetechnicalskillwith data analysis modeling analytics and general reporting to deliver insight to management that enables data-backed decision support.

• Collaborateswith cross-functional teams to gather insights support decision-making and drive financial best practices across the organization.

• Buildsfinancial models using MS Excel and/or augmented by business planning software for forecasting scenario and sensitivity analysis and other purposes to support strategic decision-making across the organization.

• Preparesand presentsclear and concise financial reports to senior management through thedevelopment ofdashboards balancedscorecardsand key performance indicator reports offering insights into financial trends and opportunities for improvement

• Actively works to take advantage of available software and technology features.

• Pursues andadvisesregardingpotential functionality enhancements to the business intelligence and budget software modules.

• Leads theenhancementprocesses and procedures by driving innovation tooptimizeprocess workflow throughout the department.

• Works independently and as a team member.

Minimum Qualifications:

• Bachelors degree (B.A.) preferably in Finance or Accounting

• Minimum of fouryearsFinance or Accounting experience.

• Strongproficiencyin financial modeling and data analysis with advanced skills in Microsoft Excel.

• Effectively obtain and manipulate data and administer reporting from enterprise systems such as general ledger budgeting/planning business intelligence or operational platforms.

• Demonstrated ability to analyze data and make informed recommendations.

• Demonstrated ability to communicate complex information effectively to both technical and non-technical audiences across the organization.

Preferred Qualifications:

• Excels at forward-facing interactions and developing key relationships across all levels within the organization.

• Experienced use ofdatavisualizationtools such as Tableau orMicrosoft Power BI.

• Ability to designand deployend-to-end automated workflows.

• Technically-independentleveragingSQL financial modeling toolsand ERP systems.

• MBA or CPAa plus.

• Strong organizational problem-solvingand analytical skills.

• Excellent written and oral communication skills.

• Attentive to detail and accuracy.

• Commitment to excellence andhigh standards.

• Ability to manage priorities and workflow with minimal supervision.

• Versatility flexibility and a willingness to work within constantly changing priorities with enthusiasm.

• Ability to work with and present results to all levels of management.

• Ability to work independently and as a member of various teams and committees.

Working Conditions: Occasionally(1-33%) Frequently (34-66%) Constantly (67-100%)

• Constantly reviewing and analyzing data on a computer screen and physical documents.

• Frequentlymaintainsa stationary position.

Who we are:

The California Dental Association is a membership organization thatrepresents27000 of the states best and brightest dental professionalsandchampionsthe oral health of the communities they the largest state dental association in the U.S. CDAdelivers remarkableadvocacyinitiativesfierceprotection innovativeeducationand expert in 1870CDAhas innovated and grown into afamily of companiesthatincludesthe association The Dentists Insurance Company (TDIC) TDIC Insurance Solutions RotundaPartnersand the CDA Foundation.

The largest of our subsidiaries TDIC is an insurance company founded in 1980 by a small group of California Dental Association members in response to skyrocketing malpractice premiums thatimpacteddentists ability to practice productively and patients ability to access care. Since that timewevegrown to protect 24000 policyholders across 15 states with a comprehensive suite of dentist-centric insurance products and risk management tools. With this singular focus and theunparallelledexpertiseof people who understand dentistryweveearned the trust of our community.

Collectivelywerea mission-driven organizationthatshere to empower our members and support their practices dental teamsprofessionand patients. By making today easier and tomorrow better for dentists our employees make a meaningful and direct impact on the health of others.

At CDA we seek out welcome and invest in talented individuals across unique specialties and prioritize diversity in our hiring practices. We know our employees are integral to our success and we value their individual talents while encouraging a collaborative inclusiverespectfuland forward-thinking to be recognized as a Best Place to Work for factors like ourpeoplepracticesworkenvironmentand trust in senior leaders.

CDAs finance department is a high-performing and service-oriented team of professionals who supportall ofCDAs manage the financial health and integrity of $500 million in invested assets and $150 million in annual value continuous improvement a commitment to getting it right and a growth team members have the opportunity to contribute to high-value projects and grow in their careers.

Ifyoureexcited to share your talents at a dynamic organizationthatsleading the way in oral healthwe invite you toapply to join us.

Company Benefits:

At CDAwe offer a robust benefits package that enhances overall employee well-being and provides options to meet the needs of our listen to our employees on matters of wellness and devote time and resources tocontinuouslyevaluateour benefits to ensure we can best support theirwork-lifegoals.

• Remote and hybrid flexibilityand technology to support remote work

• Generous time off programstarting at22 daysof PTOand13paid holidays(includesa floating holiday and winter closure)

• Highly competitive medical dental and vision plans including FSA and HSA account options

• 401(k) plans with a generous matchand safe harbor contributionsupon eligibility

• Paid parental leave

• Wellnessprograms including incentives andanIn-Shape Family Fitness discount

• Opportunitiesfor professional developmenttrainingand leadershipskill-building

• Critical illness accident lifepetshorttermand long-term disability insuranceoptions

• EmployeeAssistance Program(EAP)for supportnavigating day-to-day challenges

We Are CDA

Over our 150-year history the California Dental Association (CDA) has become a leader in oral health throughout California and the country. Today we continue to support our community of over 27000 dentists through our family of companies which include The Dentists Insurance Company (TDIC) TDIC Insurance Solutions Rotunda Partners and the CDA Foundation. At CDA we value individual talents encouraging a diverse collaborative and innovative work environment fueled by new ideas. As our organization continues to grow we invite you to be a part of whats next.

CDA is an equal opportunity employer and is committed to the principle of equal employment opportunity for all employees and providing a safe work environment. CDA does not tolerate discrimination or harassment and all employment decisions are based on job requirements and individual qualifications without regard to race color religion national origin age gender gender identity or expression sex ancestry citizenship status mental or physical disability genetic information sexual orientation veteran or military status. If you have a disability or special need that requires accommodation please contact us at

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