Hiring: Financial Planning & Analysis Lead Company: Patterson Companies, Inc. Location: Loveland, CO Job Posted Time: 2026-09-12 12:12:42 Employment Type: Remote Target Skills & Keywords : Financial Planning, Microsoft Excel, Microsoft PowerPoint, SAP, SaaS About the job Experience: •7 years of full P&L financial planning and analysis experience and Experience leading complex analysis in a fast-paced, private-equity or high-growth environment •2 years of leadership or management experience Required Skills: •Lead complex financial analysis of P&L statements, cash flow, expenditures, and capital investments to identify trends, risks, and opportunities; deliver actionable recommendations that improve financial performance and operational efficiency •Develop and maintain advanced financial models, including scenario planning and “what if” analyses, to support strategic initiatives such as new product evaluations, pricing strategies, and market expansion decisions •Interpret internal and external economic indicators (e.g., inflation, interest rates, exchange rates) and assess their impact on the organization’s financial outlook, informing leadership of potential implications and mitigation strategies •Manage large-scale FP&A projects or processes with limited oversight, coordinating cross-functional collaboration and ensuring high-quality, timely deliverables that influence assigned business unit(s) and/or enterprise-wide planning •Prepare financial forecasts and monthly/quarterly reporting packages, ensuring accuracy, clarity, and alignment with organizational goals; advise senior management on variances, trends, and business drivers •Provide expert recommendations on process improvements, financial controls, and analytical approaches that support continuous improvement and strengthen financial planning capabilities •Support executive presentations, including materials for the Board of Directors and Senior Leadership Team, translating complex financial insights into clear, concise narratives to guide strategic decision making •Serve as a technical and analytical expert, coaching team members and business partners on financial principles, modeling best practices, and analytical techniques which may include direct supervisory responsibilities Qualifications: •Bachelor's Degree in Accounting, Finance, or related field or equivalent education and/or experience •Master of Business Administration (MBA) in Finance or related field or equivalent education and/or experience •Prior exposure to corporate development modeling or large-scale transformation projects •For Dental Software: Experience with SaaS economics, pricing, and go-to-market models across multiple customer segments and channels •For Dental Marketing: Experience with providing decision support on pricing, portfolio mix and promotional strategies across a broad product portfolio with multiple customer segments and channels •Advanced proficiency in Microsoft Excel and PowerPoint, including complex modeling, data visualization, and executive-ready reporting •Strong proficiency with financial systems and reporting tools, such as SAP, BPC, Analysis for Office, and sales reporting platforms •Exceptional analytical and problem-solving skills, with the ability to interpret complex financial data and make sound, strategic recommendations •Strong communication and presentation skills, capable of conveying complex insights to non-financial stakeholders and senior leadership •High degree of judgment and autonomy, with the ability to lead large-scale initiatives and make decisions with business unit(s) and/or enterprise-level impact Compensation: •$96,500 - $128,700 / year •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!