Henry Schein One

Executive Director, Financial Planning and Analysis – FP&A

Henry Schein One

full-time

Posted on:

Location Type: Hybrid

Location: Alaska • District of Columbia • United States

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Salary

💰 $225,000 - $250,000 per year

Job Level

Lead

About the role

  • Lead annual operating plan (AOP), rolling forecast, and long-range planning processes across subscription and transactional revenue streams
  • Develop and maintain robust ARR, bookings, churn, expansion, and margin models
  • Partner with executive leadership to evaluate strategic initiatives, pricing changes, investments, and growth opportunities
  • Support partnership/commercial activities through financial modeling, synergy analysis, and post-agreement performance tracking
  • Own monthly close, forecast, & MBR meeting content, presentations, and deadlines
  • Build and own executive dashboards and KPI frameworks (ARR, NRR, CAC, LTV, gross margin, EBITDA, cash flow)
  • Provide timely, actionable insights on variances to plan, trends, and risks
  • Translate complex financial data into clear narratives for executives and board stakeholders
  • Establish consistent metrics and definitions across the organization to ensure alignment and trust in data
  • Act as a strategic finance partner to Sales, Marketing, Product, and Customer Success leaders
  • Support go-to-market planning with Revenue Operations team including quota setting, capacity modeling, pipeline health, and productivity analysis
  • Partner with Product and Engineering on roadmap prioritization, ROI analysis, and investment tradeoffs
  • Support Customer Success with churn, retention, and expansion analytics
  • Partner with HR to ensure hiring/backfill needs are met and aligned with forecast
  • Build, mentor, and scale a high-performing FP&A and analytics organization
  • Drive process automation, system improvements, and data integration across finance and operational platforms
  • Establish best-in-class planning, forecasting, and reporting cadence suitable for a growing software organization
  • Champion a culture of accountability, curiosity, and continuous improvement

Requirements

  • Bachelor’s Degree in Finance, Accounting, Economics, or related field
  • 10+ years of progressive finance experience, with significant FP&A leadership in a SaaS or software environment
  • Deep expertise in recurring revenue models, SaaS metrics, and unit economics
  • Proven experience partnering with executive teams and influencing strategic decisions
  • Ability to assess and hire a highly performing FP&A teams
  • Advanced financial modeling and analytical skills
  • Excellent communication skills with the ability to translate data into executive-level insights
  • Nice to Haves: MBA or CPA/CFA strongly preferred
  • Experience in healthcare, dental, or vertical market software
  • Prior experience in private equity-backed or growth-oriented software companies
  • Experience supporting multi-product portfolios
  • Experience with Salesforce, NetSuite, and/or Domo
Benefits
  • Excellent benefits package – Medical, Dental and Vision Coverage
  • 401K Plan with Company Match
  • Paid Time Off (PTO)
  • Sick Leave (if applicable)
  • Paid Parental Leave
  • Short Term Disability
  • Income Protection
  • Work Life Assistance Program
  • Health Savings and Flexible Spending Accounts
  • Education Benefits
  • Worldwide Scholarship Program
  • Volunteer Opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial modelinganalyticsrecurring revenue modelsSaaS metricsunit economicsforecastingreportingdata integrationprocess automationKPI frameworks
Soft Skills
communicationstrategic partnershipleadershipmentoringaccountabilitycuriositycontinuous improvementinfluencingcollaborationpresentation
Certifications
Bachelor’s Degree in FinanceBachelor’s Degree in AccountingBachelor’s Degree in EconomicsMBACPACFA