Finance Director

Position Summary:

The Finance Director serves as the dedicated finance partner to one of the two Operations Presidents, providing project management, analytical and reporting support, and ad hoc issue resolution in support of field operations. Reporting to the Vice President of Finance, this role is a key member of the Finance organization and owns forecasting and budgeting efforts across the business, supports the month-end close process, and uses analytics to inform decision making at the operations and executive level. The Finance Director builds strong relationships across support services and field leadership to drive process improvements and operational performance. Travel is minimal, up to 10 percent of time. 

Essential Duties and Responsibilities: 

• Support the month-end close process, including preparation, review, and analysis of results and related reporting. 

• Own the forecasting and budgeting process across all aspects of the business, including project management, gathering inputs, consolidating results, and reporting out. 

• Serve as the primary finance partner to an Operations President, providing analysis, reporting, and decision support on key initiatives. 

• Act as an advisor to leadership across the organization in support of key business initiatives. 

• Provide support to field operations and collaborate with other internal departments to identify and implement process improvements. 

• Partner with field staff, including executives, to develop new reporting and support ongoing operational improvements. 

• Support decision making throughout the organization through the use of analytics, including: 

• Creating and analyzing key reports. 

• Analyzing operational metrics and generating recommendations. 

• Managing business performance through ongoing analysis and reporting. 

• Build relationships with team members, leaders, and field personnel to facilitate support across all potential areas of need. 

• Manage and develop a Financial Analyst, including workload prioritization, coaching, and performance feedback. 

• Perform all other duties as assigned. 
  

This job description is not designed to cover or contain a comprehensive list of activities, duties, or responsibilities. Duties may change or be assigned at any time. 

Supervisory Responsibilities: 

• Directly supervises one Financial Analyst. 

• Carries out supervisory responsibilities in accordance with company policy and applicable law, including training and development, assigning and directing work, setting goals, evaluating performance, and addressing performance concerns. 

• Provides informal leadership and guidance to cross-functional project teams and to field and support services partners on finance-related matters. 
  

Required Skills and Qualifications:  

• Skills:
  • Proficiency with Microsoft Office products, specifically Excel and PowerPoint. 
  • Experience with SQL and with AI tools, such as Claude or a similar large language model, to increase reporting efficiency and turnaround times. 
  • Strong analytical skills, including the ability to build and maintain forecasts, budgets, and operational reporting. 
  • Excellent interpersonal, written, and verbal communication skills, with the ability to present effectively to peers, direct reports, and senior leaders. 
  • Ability to manage multiple projects efficiently and prioritize competing deadlines. 
  • Strong attention to detail paired with the ability to summarize results at an executive level. 
  • Ability to build trusted working relationships across corporate functions and field operations. 

• Education and Experience:
  • Bachelor's degree in Finance, Accounting, Engineering, Business, or a related field. 
  • Seven to ten years of related finance or analytical experience. 
  • Two to five years of management experience. 
  • Experience working within a dental support organization (DSO) or management services organization (MSO). 

• Licensures/Certification, if applicable:
  • No license or certification is required for this position.
  • CPA or CFA certification is preferred. 

Key Competencies: 

• Customer Focus – Is dedicated to meeting the expectations and requirements of internal and external customers, gathers first-hand information and uses it to improve services, and establishes effective relationships built on trust and respect. 

• Critical Thinking – Quickly learns new processes, analyzes situations to identify potential issues and conflicts, plans next steps, and applies past knowledge and experience to increase efficiency going forward. 

• Presentation Skills and Written Communication – Is effective in formal and informal settings, from one-on-one conversations to large groups, on both routine data and difficult topics; commands attention, adjusts approach midstream when needed, and writes clearly and succinctly for a variety of audiences. 

• Time Management – Uses time effectively and efficiently, concentrates effort on the highest priorities, and manages a broad range of activities without losing focus. 

• Organizing – Marshals people, funding, and resources to get things done, orchestrates multiple activities at once, and arranges information and files in a useful, accessible manner. 

Preferred Qualifications: 

• MBA or equivalent advanced degree. 

• CPA, CFA, or similar professional certification. 

• Experience supporting multi-site healthcare or other high-growth, distributed services operations. 

• Hands-on experience with ERP and enterprise planning or budgeting platforms. 

• Experience partnering with a data analytics or business intelligence team to design and automate recurring reporting. 

• Experience supporting month-end close in a multi-entity environment. 

Working Conditions/Physical Requirements:

The nature of work requires the ability to: 

• Effectively communicate and exchange information with team members, leaders, field personnel, and external partners, in person, in writing, and by phone or video. 

• Operate a computer and other standard office equipment for extended periods. 

• Remain in a stationary position for extended periods and move about the office as needed. 

• Occasionally lift, carry, push, or pull objects weighing up to 20 pounds. 

• Reach for and grasp objects, and occasionally stoop, bend, or kneel. 

• Travel up to 10 percent of the time to company locations, supported offices, and business meetings. 

Work is performed in a professional office, clinical, or support environment, depending on the role and business needs. Team members may be required to work extended or alternate hours during peak periods or to support operational requirements. Scheduled hours and work location may vary based on business needs. 

Equal Employment Opportunity 
Benevis, Inc. is an equal opportunity employer. We do not discriminate in employment on the basis of any characteristic protected by applicable federal, state, or local law. This policy applies to all terms and conditions of employment, including recruitment, hiring, placement, promotion, compensation, training, and separation. 

Reasonable Accommodation 
Benevis, Inc. provides reasonable accommodations to qualified individuals with disabilities and for sincerely held religious beliefs. If you need accommodation to apply, interview, or perform the essential functions of this position, you may contact the Human Resources Department.