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Carolinas Center for Oral & Facial Surgery
Vice President of Financial Planning AnalysisCarolinas Center for Oral & Facial Surgery • Charlotte, NC, United States
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Vice President of Financial Planning Analysis

Vice President of Financial Planning Analysis

Carolinas Center for Oral & Facial Surgery • Charlotte, NC, United States
11 days ago
Job type
  • Full-time
Job description

Vice President, Financial Planning & Analysis (FP&A)

The Vice President of Financial Planning & Analysis (FP&A) is responsible for leading the organization's financial planning, budgeting, forecasting, strategic analysis, and performance management functions. This executive leader serves as a key business partner to the executive team, providing financial insights that support operational excellence, growth initiatives, acquisitions, and long-term strategic planning. The ideal candidate will have extensive experience within oral surgery, dental support organizations (DSOs), multi-site healthcare organizations, or related healthcare services environments.

Key Responsibilities

  • Lead all budgeting, forecasting, and long-range financial planning activities.
  • Develop and maintain financial models to support strategic initiatives, capital investments, and growth opportunities.
  • Provide financial analysis and recommendations to executive leadership and board members.
  • Monitor key performance indicators (KPIs) across clinical, operational, and financial functions.
  • Partner with operations leaders to improve profitability, productivity, and financial performance across multiple locations.
  • Support mergers, acquisitions, integrations, and de novo expansion initiatives through financial due diligence and post-acquisition performance analysis.
  • Drive monthly, quarterly, and annual financial reporting processes and variance analyses.
  • Identify operational efficiencies and cost-saving opportunities while maintaining high-quality patient care standards.
  • Collaborate with Revenue Cycle, Accounting, Human Resources, and Clinical Leadership teams to align financial objectives with organizational goals.
  • Lead the development of executive dashboards and reporting packages for senior leadership.
  • Ensure compliance with applicable healthcare regulations, financial controls, and reporting standards.
  • Build, mentor, and develop a high-performing FP&A team.

Required Qualifications

  • Experience with financial systems, ERP platforms, and reporting tools.
  • Bachelor's degree in Finance, Accounting, Business Administration, or related field required.
  • MBA, CPA, CFA, or other advanced financial credential preferred.
  • 10+ years of progressive financial leadership experience, including senior-level FP&A responsibilities.
  • Prior experience within oral surgery, dental, DSO, physician practice management, ambulatory surgery, or healthcare services organizations required.
  • Demonstrated experience supporting multi-site healthcare operations.
  • Strong expertise in budgeting, forecasting, financial modeling, business intelligence, and strategic planning.
  • Experience evaluating acquisitions, practice integrations, and growth initiatives.

Preferred Experience

  • Experience supporting oral and maxillofacial surgery practices, dental specialty groups, or healthcare service organizations.
  • Knowledge of healthcare reimbursement models, provider compensation structures, and revenue cycle management.
  • Experience working with private equity-backed healthcare organizations preferred.

Core Competencies

  • Strategic Financial Leadership
  • Executive Presence and Communication
  • Data Analytics and Business Intelligence
  • Financial Modeling and Forecasting
  • Operational Partnership
  • Change Management
  • Team Development and Leadership
  • Mergers & Acquisitions Support

Software Knowledge

  • Excel (pivot tables, lookups, Power Query, etc.)
  • Large Language Models (Claude, Perplexity, etc.)
  • PowerBI
  • SQL / Relational Databases
  • NetSuite
  • NetSuite Planning & Budgeting (aka, Hyperion Essbase, SmartView, NSPB)

Reporting Structure

Reports directly to the Chief Financial Officer (CFO) and works closely with the CEO, executive leadership team, operational leaders, and board stakeholders.

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Vice President of Financial Planning Analysis • Charlotte, NC, United States

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