Note: The job is a remote job and is open to candidates in USA. Henry Schein One is a global leader in dental practice management, seeking a Senior Financial Analyst to support financial planning and performance analysis across its software portfolio. The role involves delivering accurate forecasts and insightful analysis while partnering closely with cross-functional leaders in a SaaS environment.
Responsibilities
- 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
- 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
- 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
- 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
Skills
- 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
- Experience in healthcare, dental, or vertical market software
- MBA preferred
- Experience with HFM/PBCS
Benefits
- A robust benefits package including health coverage, retirement savings with company match, paid time off, parental leave, wellbeing resources, education support, and MORE!
- Eligible for a target bonus not reflected in the posted range
Company Overview