Note: The job is a remote job and is open to candidates in USA. SGA Dental Partners is hiring for a Senior Financial Analyst. This role will perform a variety of financial activities including budgeting, forecasting, building financial models, and assisting with financial planning and analysis.

Responsibilities

• Reviewing and analyzing financial statements and reports
• Tracking KPIs and preparing financial reports
• Assisting with budgeting and monthly close processes
• Understanding key business drivers
• Assisting project teams with financial guidance
• Developing financial projections and building financial models
• Performing research and analysis as required
• Ensuring compliance with financial guidelines, company policies, and relevant legal regulations
• Develop financial models through benchmarking and process analysis
• Forecast quarterly and annual profits
• Prepare cost projections
• Analyze and report on current financial status
• Conduct thorough research of historical financial data
• Explore investment options and present risk and opportunities
• Coordinate with the CFO and the executive team on long-term financial planning
• Compare anticipated and actual results and identify areas of improvement
• Participate in budgeting (for departments and projects)
• Review accounting transactions for data accuracy
• Establish financial policies
• Maintain confidentiality of financial information and investment decisions
• Assumes and executes additional responsibilities as assigned

Skills

• Bachelor's degree in finance, accounting, or a related field, (CPA or CFA a plus)
• 3+ years of experience in financial planning, analysis, and modeling
• Ability to present financial information to a non-financial audience
• Working knowledge of financial strategies
• Strong organizational and multitasking skills
• Strong communication, interpersonal, and presentation skills
• Detail-oriented and able to perform in a high-pressure environment
• Exceptional analytical, strategic, and critical thinking skills
• Confidentiality in handling sensitive financial information
• Advanced skillset in Excel and PowerPoint
• Effective written and verbal communication skills
• Ability to manage multiple projects simultaneously
• Reviewing and analyzing financial statements and reports
• Tracking KPIs and preparing financial reports
• Assisting with budgeting and monthly close processes
• Understanding key business drivers
• Assisting project teams with financial guidance
• Developing financial projections and building financial models
• Performing research and analysis as required
• Ensuring compliance with financial guidelines, company policies, and relevant legal regulations
• Develop financial models through benchmarking and process analysis
• Forecast quarterly and annual profits
• Prepare cost projections
• Analyze and report on current financial status
• Conduct thorough research of historical financial data
• Explore investment options and present risk and opportunities
• Coordinate with the CFO and the executive team on long-term financial planning
• Compare anticipated and actual results and identify areas of improvement
• Participate in budgeting (for departments and projects)
• Review accounting transactions for data accuracy
• Establish financial policies
• Maintain confidentiality of financial information and investment decisions
• Assumes and executes additional responsibilities as assigned
• Experience with a wide range of GL systems including QuickBooks, Sage Intacct, NetSuite is highly preferred

Benefits

• Paid Holidays and Paid Time Off (PTO)
• 401(k) Retirement Plan Health and Vision Insurance
• Employer-Paid Dental Insurance, Life Insurance, Care.com Membership & Employee Assistance Program
• Supplemental Coverage (Disability, Critical Illness, Accident)
• Career Growth and Development Opportunities
• This position is eligible for remote work in the following states: Alabama, Arizona, California, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Mexico, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Wisconsin.

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