FP&A Analyst

About the job
About You
You will focus on analysis of our financials to executive leaders and the board of directors. Also, you will help support various aspects of the month end close process, help prepare our monthly financial results and, build annual budgets and monthly forecasts. You are autonomous, familiar with accounting & key operational metrics, and have an ability to work as an FP&A business partner with internal departments.
You enjoy working on projects autonomously and are internally disciplined to deliver accurate results. You are considered an excel expert (can perform complex functions) and have a curious mindset that finds answers; and experience understanding data, identifying patterns and creating solutions. You will report to the FP&A Manager.
We are committed to investing in your development and career and are looking for someone who will invest in OrthoFi, helping bring us to our goal of supporting one million smiles a year.
What you will do:

• Help forecast, annual budgeting, operating expense analysis, headcount analysis and other ad-hoc analysis or special projects
• Support process related to potential acquisitions and other strategic investment plans
• Manipulate and analyze raw data to frame questions, analysis and meaningful and unbiased decisions for executives / team members to make informed, efficient decisions
• Work as a partner with internal departments and hold monthly department reviews with the leads to improve accuracy of forecast and understand variances
• Be a liaison for relevant important projects, and help develop and track implementation plans to ensure the right level of focus and field
• Identify opportunities to improve net income through top line revenue increases or cost savings
• Provide strategic support to Executive team and departments
• Additional ad hoc reporting to support financial decision-making

What will you bring:

• Bachelor's degree in accounting, finance, business, or related field
• 3+ years of hands-on FP&A or investment banking experience
• Demonstrated expertise in financial modeling, reporting, and budgeting analysis
• Familiarity with accounting & key operational metrics
• Experience analyzing data and using findings to influence decision making
• Extract insight from data and translate into applicable plans
• Advanced Excel skills - demonstrated experience with pivot tables, complex formulas, and ability to work with large datasets

What's in it for you...

• Full medical, dental, and vision benefits with 100% employer paid options
• 401(k) match
• Supportive culture with one-of-a-kind development opportunities
• Option to work from home or in the office
• Employer HSA contribution
• Paid Parental Leave
• Company and team outings
• Peer-to-peer recognition program
• Company sponsored premium subscription to the Calm app
• Vendor discounts

Compensation: $70,000 - $90,000 annually
** Please note that the compensation information that follows is a good faith estimate for Colorado-based hires only and is provided with the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules.**
Work Authorization: You must be authorized to work for any employer in the US.
Who We Are
OrthoFi is an experienced, tech-enabled solution that helps Orthodontists start more patients and give them more time to provide great quality care. With the acquisition of OrthoBanc in 2020, OrthoFi is now the US orthodontic industry leader in practice financial management, working with over 2,000 practices in the US. Collectively with OrthoBanc, OrthoFi has helped over 3.2 million patients access quality, affordable Orthodontic care. Our combination of the latest Patient Acquisition software and Revenue Cycle Management solutions helps practices grow by over 13% year-over-year and manages patient and insurance billing and collections with collection results that exceed industry standards. We have about 400 employees, with offices in Denver CO and Chattanooga TN.
Our purpose is to radically improve the way patients access and pay for quality elective care. Diversity, equity, and inclusion (DEI) ensures we can fulfill our purpose by creating a better, more equitable and inclusive workplace for our community members and healthcare experience for all.
By focusing on DEI, we are working towards our mission of connecting more patients with quality orthodontic and dental care and helping make treatment accessible to over 1 million patients a year by 2025 . Equity is core to our mission to serve patients, and DEI is embedded in our core values, especially "seek diversity," and "do what's right.""
OrthoFi is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
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Top skills for this role
Build these skills listed on the job description or by the job poster.
Budgeting
Close Process
Analytical Skills
Annual Budgeting
Data Analysis
Accounting
Financial Modeling
Financials
Pivot Tables
Finance