Note: The job is a remote job and is open to candidates in USA. Carestream Dental is seeking a Financial Analyst – AI & Data Analytics to support their dental practice management software platform. The role involves applying advanced financial analysis and AI-driven insights to improve operational performance and automate processes, while collaborating with various teams to enhance forecasting and data-driven decision-making.
Responsibilities
- 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
- 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-demand for business managers
- 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
- 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
- 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
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
- Bachelors degree in Finance, Accounting, Economics, Data Analytics, or related field
- Experience supporting DSO or multi-location healthcare customers preferred
- Experience with SaaS metrics and usage-based or hybrid SaaS pricing models preferred
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