Director of Financial Planning & Business Intelligence

Hero Practice Services is currently seeking a Director of Financial Planning & Analysis and Business Intelligence to manage budgeting and forecasting along with monthly reporting and analysis cadence to drive organizational performance. This position will report to the Vice President of Accounting & Finance. 

This position will be at-will, meaning either the employer or the employee may terminate the employment at any time, with or without cause or prior notice. 

Job Responsibilities  

• Lead budgeting, forecasting, and monthly analytics processes 

• Ensure quality, timeliness, and accuracy of all operational and financial reporting 

• Develop and maintain catalogue of reports produced by the organization 

• Oversee data warehouse operations  

• Lead and execute complex data related analytical projects to drive business decisions and efficiencies  

• Coordinate cross-training with BI team members and ensure coverage of recurring reporting  

• Oversee Daily KPI reporting for Executive team, Board, and investors  

• Create and support BI360 reporting  

• Manage data integrity of incoming new patient and appointment information  

• Develop management dashboards and provide insights for decision-making  

• Participate in other duties that support the mission of providing high-quality and compassionate dental, vision, and orthodontic services to underserved children 

Job Qualifications 

• Bachelor’s degree in economics, finance, or related field 

• At least five years of experience with budgeting and forecasts 

• Advanced Microsoft Excel skills 

• Previous experience with BI360 and CRM databases a plus 

• Proactive, detail-oriented personality 

• Excellent written and verbal communication skills 

• Ability to work independently 

In addition to the job description, you will be asked to perform other duties that support the business and our mission.