Financial Analyst, AI & Data Analytics, DPMS

About this role

Role 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 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
• 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
• Automate recurring finance processes (forecast updates, variance analysis, KPI reporting) using:
• 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...