The Financial Analyst – AI & Data Analytics will support a dental practice management software platform by applying advanced financial analysis, automation, and AI-driven insights to subscription revenue, practice usage, retention and operational performance. The position will be charged with implementing solutions to automate processes and reporting, development of advanced analytics and improving dexterity of data to include a comprehensive view of customers. These efficiencies should result in replicable data, reporting and self-service for business managers. This role partners with Product Management, Sales, Customer Success, and Controllership to improve forecasting, revenue and cost analysis and data-driven decision-making across SMB and DSO customers.
Key Skills for This Role
Power BIMicrosoft CopilotSAPSalesforce
Full Job Posting
POSITION SUMMARY
The Financial Analyst – AI & Data Analytics will support a dental practice management software platform by applying advanced financial analysis, automation, and AI-driven insights to subscription revenue, practice usage, retention and operational performance. The position will be charged with implementing solutions to automate processes and reporting, development of advanced analytics and improving dexterity of data to include a comprehensive view of customers. These efficiencies should result in replicable data, reporting and self-service for business managers. This role partners with Product Management, Sales, Customer Success, and Controllership to improve forecasting, revenue and cost analysis and data-driven decision-making across SMB and DSO customers.
KEY/SPECIFIC JOB RESPONSIBILITIES
FP&A & SaaS Performance
Build and maintain financial models for ARR, MRR, bookings, churn, net revenue retention and upsell
Support monthly forecasting, annual budgeting, and long-range planning for revenue, cost of sales and operating expenses
Prepare monthly financial reports for management and executive level review
Analyze revenue performance by practice size, DSO vs. SMB, and region
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Partner with Accounting to ensure alignment with ASC 606 for software subscriptions, implementation fees, and support contracts
AI, Automation & Predictive Analytics
Develop AI-enabled forecasting models using pipeline, usage, and renewal data to: Predict churn, downsell and volume Identify upsell and cross-sell opportunities with specific cohorts, software versions and attachment characteristics Improve forecast accuracy using practice volume, activity and appointment data
Predict churn, downsell and volume
Identify upsell and cross-sell opportunities with specific cohorts, software versions and attachment characteristics
Improve forecast accuracy using practice volume, activity and appointment data
Automate recurring finance processes (forecast updates, variance analysis, KPI reporting) using: Power BI or similar tools Microsoft Copilot or similar tools
Power BI or similar tools
Microsoft Copilot or similar tools
Automate operational analysis supporting various functional areas of the business and ensure it is self-service and on-demand for business managers
Practice Usage & Operational Analytics
Analyze practice management workflows (appointments, scheduling, billing, claims, reminders) to connect usage trends with financial outcomes
Support pricing decisions for: Practice Management subscriptions Patient Solution modules (payments, patient engagement, claims)
Partner with Commercial, Product and Customer Success to measure win/loss, attachment, NPS and overall customer sentiment
Partner with Commercial and Sales Operations to improve process over the way customer activity is classified (i.e. churn reason, consolidation relationship, DSO affiliation etc) and how included in customer count
Data & Systems Integration
Integrate and analyze data from SAP, Salesforce, Power BI and vendor reporting
Improve and standardize template KPI definitions, metric consistency, and data governance across Finance and Operations
Executive Reporting & Strategic Support
Prepare dashboards and board-level materials focused on KPIs
Deliver insights to leadership on ARR changes, customer activity, customer value, customer cohorts and growth initiatives
Support ad-hoc analysis for new module launches, acquisitions, or enterprise DSO deals
KEY/CRITICAL COMPETENCIES
Strong analytical and problem-solving skills
Strong communication and cross-functional collaboration skills
Curiosity and enthusiasm for AI-enabled finance
Ability to translate complex data into executive-ready insights
Comfort working in a fast-growing, product-driven SaaS environment
High attention to detail and data integrity
REQUIRED SKILLS/PREFERRED SKILLS
3-5 years of experience in FP&A or financial analysis, preferably in SaaS, healthcare IT, or practice management software
Strong financial modeling and advanced MS Excel skills Experience with Power BI or similar BI tools
Experience using and implementing AI tools or automation in a finance or analytics context
Experience supporting DSO or multi-location healthcare customers preferred
Experience with SaaS metrics and usage-based or hybrid SaaS pricing models preferred
EDUCATION (Required/Preferred)
Bachelors degree in Finance, Accounting, Economics, Data Analytics, or related field
Locations
USA
About Carestream Dental LLC
Medical Device Manufacturing1200 employeesFounded 2017
Private dental technology company providing imaging equipment, clinical software, and practice-management software to oral healthcare professionals worldwide.
