Roles based outside of our Denver office can sit in any of the following states: Colorado, Florida, Georgia, Louisiana, North Carolina, Ohio, Tennessee, and Texas. Please only apply if you are able to live and work full-time in one of the states listed above.

Who We Are

At OrthoFi, we're not just another player in the orthodontic industry – we're the driving force that helps orthodontists launch more smiles while ensuring top-tier patient care. Our tech-savvy solutions are the secret sauce that empowers orthodontic practices across the United States. With a track record of supporting over 2,000 practices, and in partnership with OrthoBanc, we've unlocked access to quality, affordable orthodontic care for a whopping 3.2 million patients and counting!

Picture this: Our cutting-edge Patient Acquisition software combined with our expert Revenue Cycle Management solutions propels practices to achieve jaw-dropping 13% year-over-year growth. Plus, when it comes to patient and insurance billing, our collection results leave competitors in the dust.

Behind our mission is a dynamic team of around 400 passionate individuals, spread across vibrant offices in Denver, CO, and Chattanooga, TN. Join us in our quest to transform the orthodontic landscape – where innovation meets dedication, and starting more smiles are just the beginning.

Our purpose is to radically improve the way patients access and pay for quality elective care. Diversity, equity, and inclusion (DEI) ensures we can fulfill our purpose by creating a better, more equitable and inclusive workplace for our community members and healthcare experience for all.

By focusing on DEI, we are working towards our mission of connecting more patients with quality orthodontic and dental care and helping make treatment accessible to over 1 million patients a year by 2025. Equity is core to our mission to serve patients, and DEI is embedded in our core values, especially “seek diversity,” and “do what’s right.”"

OrthoFi is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

What’s in it for you:

• Full medical, dental, and vision benefits with 100% employer paid options and buy up plans

• Flexible PTO

• Employer HSA contribution 

• 9 Company Paid holidays

• 401(k) match, 2% after 90 days of employment

• Supportive culture with one-of-a-kind growth opportunities

• Option to work from home or in the office

• Paid Parental Leave as well as a two-week "ease-back" program that enables parents to return part-time at full pay

• Company and team outings       

• Peer-to-peer recognition program

• Company sponsored premium subscription to the Calm app

• Vendor discounts

Compensation: $95,000 - $110,000 annually

**Please note that the compensation information that follows is a good faith estimate for Colorado-based hires only and is provided with the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules.**

Work Authorization: You must be authorized to work in the United States.  The Company is unable to provide sponsorship for workers.

The Opportunity 

We are seeking a highly skilled Senior FP&A Analyst to join our finance team. This role requires a strong background in financial planning and analysis, along with extensive data analysis and technical skills. The ideal candidate will leverage data-driven insights to support strategic decision-making, enhance financial forecasting, and optimize overall financial performance.

As a Senior FP&A Analyst, you are a detail-oriented professional who thrives on uncovering trends and identifying issues within financial data. Your analytical mindset enables you to dig deep into the numbers, providing valuable insights that drive strategic decision-making. You take pride in your accuracy and meticulousness, ensuring that every report and forecast reflects the highest standards of precision. Your proactive approach to problem-solving allows you to anticipate challenges and recommend solutions, making you an invaluable asset to the finance team. You are passionate about leveraging data and questioning its integrity to enhance financial performance and support the organization’s growth objectives. Collaborative and communicative, you excel in translating complex financial concepts into clear insights for stakeholders at all levels.

We are committed to investing in your development and career and are seeking someone who will invest in OrthoFi, helping drive us to our company goal of supporting one million smiles a year.

What You Will Do:

Responsibilities include but are not limited to the following:

• Develop and maintain financial models to forecast company performance, incorporating revenue growth, expense drivers, headcount and margin analysis

• Calculate commissions for various teams across the organization

• Work as a business partner with internal departments and hold quarterly department reviews with the leads to improve accuracy of forecast and understand variances

• Act as a trusted financial advisor, leveraging data to guide decisions on growth opportunities, cost-saving initiatives, and operational improvements

• Review and analyze 3 statement model to ensure accuracy, identify trends, and provide strategic insights for budgeting, forecasting, and financial planning

• Continuously enhance financial planning tools, processes, and methodologies to improve decision-making efficiency and reporting accuracy

• Manipulate and analyze raw data to frame questions, analysis and meaningful and unbiased decision points for executives / stakeholders to make informed, efficient decisions

• Act as liaison for relevant critical initiatives, and help develop and track implementation plans to ensure the right level of focus and field

• Perform scenario analysis, sensitivity analysis, pricing analysis and business case modeling for new opportunities, product launches, or market changes

• Lead ROI analyses on new investments, projects, and partnerships, making data-driven recommendations for prioritization and resource allocation

• Evaluate the financial impact of business initiatives, assessing risks and opportunities to optimize profitability

• Conduct other in-depth ad hoc analyses to inform executive decision-making, often under tight deadlines

• Supports process related to potential acquisitions and other strategic investment initiatives

What You Will Bring:

• Bachelor’s degree in finance, business, data, or related field

• 5+ years of progressive experience in financial planning and analysis, with a focus on ad hoc and strategic analysis, preferably in technology/SaaS 

• Experience using FP&A software systems (Vena) a plus

• Demonstrated expertise in financial modeling, reporting, and budgeting analysis

• Familiarity with accounting & key operational metrics

• Proven experience analyzing data and using findings to influence decision making

• Ability to extract insight from data and translate into actionable plans

• Advanced Excel skills - demonstrated experience with pivot tables, complex formulas, and ability to work with large datasets

• Intellectual curiosity and creativity

• High attention to detail and ability to manage multiple priorities in a fast-paced environment

• Detail oriented self-starter with strong communication skills