Financial Analyst, AI & Data Analytics, DPMS jobs in United States
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Carestream Dental · 13 hours ago

Financial Analyst, AI & Data Analytics, DPMS

Carestream Dental is a company focused on dental practice management software. They are seeking a Financial Analyst to support their platform by applying advanced financial analysis and AI-driven insights to enhance subscription revenue and operational performance.

Health CareInformation TechnologyMedical DeviceSoftware

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

Qualification

Financial modelingAI-driven insightsPower BIData analysisSAPSalesforceAutomationPredictive analyticsKPI reportingCollaborationCommunication

Required

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
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 and 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

Company

Carestream Dental

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Carestream Dental provides imaging, CAD/CAM, software and practice management solutions for dental and oral health professionals.