About the job
What We Do
OrthoFi is an innovative, tech-enabled solution that helps orthodontists start more patients and give them more time to provide great quality care. Our combination cutting-edge Customer Relationship Management and robust Revenue Cycle Management system helps practices grow by over 10% year over year and manages patient and insurance billing and collections with exceptional collection results that exceed industry standards. OrthoFi is headquartered in Denver, Colorado.
In December 2020, OrthoFi announced its partnership with Chattanooga based company, OrthoBanc. OrthoBanc has been a preferred patient payment management solution for orthodontic and dental practices. Together, our award-winning technologies and experienced teams will deliver a portfolio of industry-leading patient acquisition software solutions and revenue cycle management services. Combining the strengths of the two companies sets the stage for an evolution of orthodontic practice development with a spectrum of solutions to fit every orthodontic practice.
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.
We pride ourselves in our culture as a people-first organization, demonstrated through recent achievements of being ranked in Built in Colorado’s list of Top 100 Digital Companies in Colorado. We were also recognized by the Denver Business Journal as one of Denver’s fastest growing companies and ranked 164th on the Inc 5000 list of fastest growing private companies in the US!
About You
This role focuses on analysis and reporting of our financials to executive leaders and the board of directors. In addition, this individual will help support various aspects of the month end close process, help prepare our monthly financial results, build annual budgets and monthly reforecasts. The ideal candidate will be an autonomous self-starter with strong analytical skills, and familiarity with accounting & key operational metrics.
You enjoy working on projects autonomously and are internally disciplined to deliver accurate results, on time. You are considered an excel expert and have a curious mindset that seeks answers; and 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 a year.
What you will do:
Responsibilities include but are not limited to the following:
- Play a key role in forecasting, annual budgeting, operating expense analysis, headcount analysis and other ad-hoc analysis or special projects
- Supports process related to potential acquisitions and other strategic investment initiatives
- Manipulate and analyze raw data to frame questions, analysis and meaningful and unbiased decision points for executives / stakeholders to make informed, efficient decisions
- Act as liaison for relevant critical initiatives, 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
- Monthly department reviews with the budget leads to improve accuracy of forecast and understand variances
- Supports headcount budgeting and compensation planning process
- Provide strategic support to Executive team and business units
- Additional ad hoc reporting, as required to support financial decision making
What will you bring:
- Bachelor’s degree in accounting, finance, business, or related field
- 2+ 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
- Proven experience analyzing data and using findings to influence decision making
- Ability to extract insight from data and translate into actionable plans
- Advanced Excel skills - demonstrated experience with pivot tables, complex formulas, macros, and keyboard shortcuts
- Intellectual curiosity and creativity
- Strong organizational skills with the ability to independently prioritize
- Detail oriented self-starter with strong communication skills
Perks:
- This role is currently remote due to COVID-19 and we will not be back in the office until sometime after May. The role will have the ability to work remotely on a regular basis after we return to the office.
- Supportive and nurturing culture
- Unlimited PTO
- 401k match
- Monthly team building activities
- Company and team outings
- Peer-to-peer recognition program
- Casual dress atmosphere
- Snacks and coffee
Salary range: $70,000-$80,000/year
Your Next Move
Now that you know more about us and are truly excited about working for an amazing company, tell us how you can make an impact at OrthoFi.