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Financial Planning & Analysis 

EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.  

Financial Planning & Analysis

Remote Hybrid Position 3 days in office- 2 days remote. 

3-5 years experience. (Healthcare Preferred) 


We are looking for a dynamic, experienced financial Planning & Analysis Manager to join our fast-growing dental partnership network’s (“DPN”) Human Resources team.

Guardian Dentistry Partners’ mission is to support our partner dentist entrepreneurs and teams in building the practices of their dreams. While Guardian brings together passionate, purpose-driven, like-minded dental entrepreneurs who share similar values, each of our partners are very different, and it’s those very differences that make us stronger in positively impacting the lives of everyone we serve across our network of practices.

Guardian Dentistry Partners works alongside dental groups that are founded and operated by successful dentist entrepreneurs. Guardian’s state partnerships feel like working with a local group run by proudful owner dentists that care for their business, staff and patients like it’s their own, because it is their own! We are primarily funded by dentists and a family office, so we have less of a corporatized setting but have access to capital and institutional quality support. Beyond that, our empowered doctor partners, who are truly business partners in every sense of the definition, are who make us unique – they are leaders in their respective markets, and we are privileged to have them join us on this journey together. Our partners put their heart into their business (which is why we wanted to partner with them in the first place) and there is a real sense of passion for dentistry, love of the art and science of it, and uncompromising transparency and ethics in everything they do.

Our local partnerships consist of dentist owners/partners in key leadership positions, and with that you get a de-corporatized setting while still benefiting from economies of scale. Like our leadership team, the dentist entrepreneurs that have joined Guardian recognize the value of more resources whilst preserving their autonomy, identity and culture. We embrace each practices’ unique culture and strive to preserve everything about what makes the practice so special while also providing for a pathway for careful and thoughtful evolution and growth, all the while ensuring the highest standards of patient care.

Job Summary:

The Finance Team performs FP&A functions to drive strategic decision-making across the company. This position reports directly to senior management and contributes to the continued development of the organization's financial and strategic goals. The target candidate is an analytically minded individual with strong finance and/or accounting skills that will help improve profitability, business performance and data driven decision making. They will identify process improvement opportunities and partner with senior management to ensure improvements and solutions are implemented. The right candidate will also have a strong desire to contribute beyond this primary responsibility, contributing to financial analysis across an array of company initiatives.

Position Requirements

Primary Job Responsibilities:

  • Work closely with the Vice President of Finance and other senior members to enhance and maximize business performance
  • Drive core budgeting processes and forecasts in close coordination with other members of the organization
  • Developing new analytical packages and driving improvements in overall FP&A processes in order to simplify and enhance the organization
  • Provide critical financial analysis relating to the company’s strategic plan (e.g. cost savings opportunities)
  • Identify key financial metrics and offer recommendations based on analysis
  • Evaluating strategic alternatives, integrations and other strategic growth initiatives
  • Performing ad hoc analyses (e.g. deep dive cost studies) that support management in developing initiatives to drive growth and margin improvements
  • Support financial reporting preparation of individual and consolidated financial statements
  • Assist in the preparation of presentations to senior management and Investment members
  • Assist with Lender relationships and required financial reporting preparation
  • Lead or participate in cross functional projects as assigned




  • BS in Accounting (Preferred: CPA or MBA)
  • 5+ years of relevant experience (Preferred: Healthcare specific)
  • Experience specifically working in budgeting, forecasting and core FP&A functions
  • Strong proficiency in Excel and PowerPoint
  • Must be results-oriented with strong attention to detail and deadlines
  • Demonstrated experience working in teams and independently
  • Project management skills and analytical/problem solving abilities
  • Effective verbal and written communication skills
  • Ability to build relationships across the company outside of finance and accounting

Guardian Dentistry is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity or expression, national origin, age, genetic information, protected veteran status, disability status or other legally protected status. Guardian Dentistry will make reasonable accommodations for qualified individuals with disabilities unless doing so would result in an undue hardship.


Rate of Pay $80,000-$90,000  
Travel Requirements  
Welcome Bonus  
Position Financial Planning & Analysis  
Exempt/Non-Exempt Exempt  
Req Number FIN-21-00002  
Location Ohio  

This position is currently accepting applications.

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