Financial Analyst, AI & Data Analytics

Role Summary

The Financial Analyst, AI & Data Analytics will support a dental practice management software platform by applying advanced financial analysis, automation, and AI-driven insights to subscription revenue, practice usage, retention and operational performance. The position will be charged with implementing solutions to automate processes and reporting, development of advanced analytics and improving dexterity of data to include a comprehensive view of customers. These efficiencies should result in replicable data, reporting and self-service for business managers. This role partners with Product Management, Sales, Customer Success, and Controllership to improve forecasting, revenue and cost analysis and data-driven decision-making across SMB and DSO customers.

Key Responsibilities

FP&A & SaaS Performance

• Build and maintain financial models for ARR, MRR, bookings, churn, net revenue retention and upsell
• Support monthly forecasting, annual budgeting, and long-range planning for revenue, cost of sales and operating expenses
• Prepare monthly financial reports for management and executive level review
• Analyze revenue performance by practice size, DSO vs. SMB, and region
• Partner with Accounting to ensure alignment with ASC 606 for software subscriptions, implementation fees, and support contracts

AI, Automation & Predictive Analytics

• Develop AI-enabled forecasting models using pipeline, usage, and renewal data to:
  • Predict churn, downsell and volume
  • Identify upsell and cross-sell opportunities with specific cohorts, software versions and attachment characteristics
  • Improve forecast accuracy using practice volume, activity and appointment data
• Automate recurring finance processes (forecast updates, variance analysis, KPI reporting) using:
  • Power BI or similar tools
  • Microsoft Copilot or similar tools
• Automate operational analysis supporting various functional areas of the business and ensure it is self-service and on-demand for business managers

Practice Usage & Operational Analytics

• Analyze practice management workflows (appointments, scheduling, billing, claims, reminders) to connect usage trends with financial outcomes
• Support pricing decisions for:
  • Practice Management subscriptions
  • Patient Solution modules (payments, patient engagement, claims)
• Partner with Commercial, Product and Customer Success to measure win/loss, attachment, NPS and overall customer sentiment
• Partner with Commercial and Sales Operations to improve process over the way customer activity is classified (i.e. churn reason, consolidation relationship, DSO affiliation etc) and how included in customer count

Data & Systems Integration

• Integrate and analyze data from SAP, Salesforce, Power BI and vendor reporting
• Improve and standardize template KPI definitions, metric consistency, and data governance across Finance and Operations

Executive Reporting & Strategic Support

• Prepare dashboards and board-level materials focused on KPIs
• Deliver insights to leadership on ARR changes, customer activity, customer value, customer cohorts and growth initiatives
• Support ad-hoc analysis for new module launches, acquisitions, or enterprise DSO deals

Qualifications

• Bachelors degree in Finance, Accounting, Economics, Data Analytics, or related field
• 3-5 years of experience in FP&A or financial analysis, preferably in SaaS, healthcare IT, or practice management software
• Strong financial modeling and advanced MS Excel skills
• Experience with Power BI or similar BI tools
• Experience using and implementing AI tools or automation in a finance or analytics context
• Experience supporting DSO or multi-location healthcare customers preferred
• Experience with SaaS metrics and usage-based or hybrid SaaS pricing models preferred

Key Competencies

• Strong analytical and problem-solving skills
• Strong communication and cross-functional collaboration skills
• Curiosity and enthusiasm for AI-enabled finance
• Ability to translate complex data into executive-ready insights
• Comfort working in a fast-growing, product-driven SaaS environment
• High attention to detail and data integrity

Key skills/competency

• Financial Modeling
• SaaS Metrics
• AI Forecasting
• Data Automation
• Power BI
• Data Integration
• FP&A
• Predictive Analytics
• Cross-functional Collaboration
• Executive Reporting