The Opportunity

The FP&A Analyst will have an excellent combination of innate curiosity, problem solving, and the ability to communicate financial results in clear, concise terms. The role focuses on analysis and reporting of our financials to the VP of Finance and other executive leaders. In addition, this individual will help support various aspects of the close process, help prepare our monthly financial results, build annual budgets and monthly reforecasts. The role requires the Analyst to communicate cross functionally with all levels of our talented staff as we wear many hats and support many teams. Therefore, the need to communicate effectively to each audience is key.

About You

You have a history of effectively partnering with all levels of an organization and are comfortable adapting presentations to different audiences. You enjoy working on projects autonomously and are internally disciplined to deliver accurate results, on time. Ideal Candidates for this role possess some or all of the following key characteristics: financial background that includes budgets, forecasts, and financial modeling; excel expertise; experience creating in the “white space”; a genuine desire to build cross-functional partnerships; a customer service oriented mindset; a passion for understanding data, identifying patterns and creating solutions.

We are committed to investing in your development and career and are seeking someone who will invest in OrthoFi, helping drive us to our company goal of supporting one million smiles.

Responsibilities

Responsibilities include but are not limited to the following:

• Traditional month end close activities including, financial statement consolidation, reporting, and budget/forecast variance analysis
• Prepare monthly reporting packages for leadership team and board of directors
• Monthly department reviews with the budget leads
• Monthly revenue & sales forecast models, provide analysis and updates
• Weekly metrics and analysis reporting for the executive leadership team
• Operational resource planning and reporting
• Supporting annual budget and strategic planning efforts
• Support various modeling exercises
• Various month end activities to support the Accounting team during close
• Additional ad hoc reporting, as required to support financial decision making

Skill Set

• Bachelor’s degree in accounting or finance
• 2-3 years of FP&A experience
• Demonstrated expertise in financial reporting and budgeting analysis
• Quickbooks experience a plus AND other ERP packages as well
• MS Excel advanced skills - pivot tables, complex formulas, macros, and keyboard shortcuts
• Proven experience analyzing data and using findings to craft a story
• Intellectual curiosity and creativity
• Strong organizational skills with the ability to prioritize
• Strong communication and interpersonal skills, with a strong attention to detail

About OrthoFi

OrthoFi is revolutionizing the orthodontic industry with software solutions that give doctors the capability to start more patients and to offload time consuming front-office processes. Our patent-pending solution puts patients in control of their payment plans and makes costly treatments affordable to almost everyone. Founded by a dynamic combination of medical professionals, Wall Street veterans, and Fortune 500 executives, OrthoFi is revenue positive and poised to experience hyper-growth over the next five years. 

In the OrthoFi community, members are valued for who they are, supported no matter where they are, and motivated to excel personally and professionally. People who join our community are self-starters and love a challenge! We’re looking for passion-driven, dynamic individuals that are excited about a fast-paced and fun environment. Our team enjoys the opportunity to impact people’s lives and help to create more smiles every day.

Perks

• Awesome and supportive culture
• PTO 
• Company breakfast once a month
• Monthly team building activities
• Company and team outings
• Meditation sessions and wellness initiatives
• Peer-to-peer recognition program
• Casual dress atmosphere
• Snacks and coffee 

Compensation commensurate with experience. 

If you meet these requirements and are truly excited about helping to start an amazing company, send your resume to [email protected] and describe why you feel you would be a good fit at OrthoFi.