Lead Financial Analyst

Position Overview

The Data Analyst Lead is a key member of the Data & Analyticsteam, responsible for delivering high-quality financial and business analysis, supporting client onboarding and engagement, and driving efficient, scalable processes. This role combines hands-on data analysis and financial modeling with client communication, project management, and team leadership. The strong candidate possesses solid analytical and organizational skills, attention to detail, sound business judgment, and the ability to manage multiple priorities in a fast-paced environment.

The Data Analyst Lead will own the processes of the D&A team with an eye toward internal efficiency and scalability as the business grows. The Lead will also contribute as part of a teamon projects that will include, but not be limited to:

• Sell-side/M&A

• Capital Raise

• Partnership: buy-in, incentive equity

• Strategic Consulting

• Clinical Coaching

• International projects

• Other analytics projects and modeling needed to support the overall business, leadership, operations and marketing

The primary duties and responsibilities are outlined below; additional responsibilities may be assigned as business needs evolve.

Key Responsibilities

• Onboard new clients within designated timelines and build and maintain organized virtual data rooms.

• Review, understand, and input historical financial information into financial models.

• Identify, investigate, and explain trends, fluctuations, and other factors impacting client business performance and profitability.

• Communicate directly and independently with clients, buyers, and sellers.

• Conduct industry, market, and company-specific research.

• Participate in and assist with transaction marketing materials, including pitch books, teasers, confidential information memorandums, and management presentations.

• Oversee processes serving all product lines and identify opportunities to improve efficiency and scalability.

• Foster client relationships and support client understanding of processes beyond the internal team.

• Manage expectations of clients and senior team members while working on multiple projects simultaneously.

• Drive outcomes for collective business and individual goals and proactively solve for efficiency with scale in mind.

• Consult regular, periodic performance 360 check-ins with D&A team members; develop D&A team members to model Lead behaviors

• Perform other duties as assigned.

Qualifications & Skills

Travel

This role may require up to 25% travel for tradeshows, company and client meetings, training, business development activities, and other business needs.

We help healthcare entrepreneurs build and sustain successful group practices. We provide support through discovery of needs, executive level consulting, access to capital, and equity partnerships.

Clarity

We create clarity to help you build your group practice without roadblocks or confusion getting in the way of your vision.

Confidence

We create confidence by guiding you through your growth journey and minimizing your opportunities for mistakes.

Results

We create financial and operational results that fulfill your vision for a successful group practice.

Analyst

We are seeking a highly motivated Analyst with an interest in analytical/problem solving as well as excellent interpersonal skills coupled with a will to win and a desire to learn and join a growing and tightknit team. Gain daily deal experience in a growing Strategic Consulting business.

ROLES and RESPONSIBILITIES

Analytics

- The candidate will be a key member of the analytics team and will have the opportunity to learn and participate in client onboarding, financial analysis and analytical models. Candidate will contribute as part of the team on projects that will include, but not be limited to:

o Strategic Consulting

o Capital Raises

o Earned Equity / Partnership Pathway

o Other analytics projects, as needed to support the business

Candidate will be directly responsible for:

- Onboarding new clients within designated timelines

- Building and maintaining organized virtual data rooms

- Reviewing, understanding and inputting historical financial information into financial models

- Gaining experience identifying, investigating and explaining trends, fluctuations and other items impacting client business performance and profitability

- Communicating directly and independently with Clients, Buyers and Sellers

- Participate and assist in developing transaction marketing materials, including pitch books, teasers, confidential information memorandums and management presentations

- Conducting industry, market and company-specific research

- Managing expectations of clients and senior team while working on multiple projects simultaneously

- Performing other duties as assigned

QUALIFICATION REQUIREMENTS

- B.A./B.S. - Finance, Accounting, Business, Management or related field

- 3+ years of financial services, healthcare operations or accounting field

- Dental or Healthcare industry experience preferred

- Working knowledge of reporting generated by dental practice management systems preferred (i.e.: Dentrix, Eaglesoft, Open Dental, etc…)

- Desire to work with small and emerging businesses

- Passionate about problem solving, creating solutions and investigating details

- Superior organizational and time management skills, with the ability to efficiently manage multiple projects in a fast-paced work environment

- Ability to communicate clearly with clients as well as internally within a team

- Ability to adapt to new tasks with little notice

- Demonstrated maturity, integrity and the ability to perform in an entrepreneurial environment, both individually and as a team player

- Excellent written and verbal communication, listening, and relationship-building skills

- Ability to work in an independent environment as well as within a small team

- Excellent interpersonal skills - enthusiastic team player with a positive attitude who thrives in a fast-paced environment

- Advanced knowledge of Excel/PowerPoint