Sr Financial Analyst

Patterson isn't just a place to work, it's a partner that cares about your success.

One of the distinguishing marks of our company is the talented people who embrace the people-first, always advancing, and results-driven culture. Professional growth abounds in this motivating environment. We value the diverse talents and experiences our employees bring to Patterson and believe that they build a stronger and successful organization.

Job Summary
The Sr Financial Analyst is accountable for performing advanced financial analysis, forecasting, and modeling to support business planning, performance evaluation, and strategic decision-making. This role independently resolves complex financial issues, delivers actionable insights to leadership, and leads analytical initiatives that enhance organizational performance and financial outcomes.
Essential Functions

• Analyze financial results, including profit and loss performance, cash flow, expenditures, investments, and rates of return to identify business risks, opportunities, and performance drivers

• Develop forecasts, trend analyses, and financial models to support budgeting, long-range planning, and strategic business decisions

• Evaluate variances from budgets, forecasts, and financial targets and recommend actions that improve financial and operational performance

• Research economic, industry, and market conditions to assess potential impacts on business results, financial plans, and investment decisions

• Prepare and present financial analyses, reports, and recommendations that support informed decision-making by business and executive leadership

• Prepare and maintain monthly, quarterly, and annual management reporting packages and presentations for executive leadership, lenders, investors, and the Board of Directors, including key performance indicators and adjusted financial metrics

• Lead and contribute to cross-functional projects that enhance financial planning, reporting effectiveness, analytical processes, and business performance

• Comply with Company and department policies and standards; performs other duties as assigned

Minimum Requirements

• Bachelor's Degree Accounting, Finance or equivalent education and/or experience

• 5 years in Finance, Accounting, or related areas

Preferred Requirements

• Experience supporting or leading implementations, upgrades, or optimization initiatives involving financial planning, reporting, consolidation, or enterprise business systems

• Experience with financial planning, reporting, business intelligence, or data visualization platforms (e.g. OneStream, Workday), or similar technologies

• Experience developing reporting solutions, dashboards, and automated processes that improve data accessibility, reporting efficiency, and decision support

Skills and Abilities

• Advanced knowledge of financial planning, forecasting, budgeting, and performance analysis principles

• Ability to interpret complex financial and operational information and translate findings into actionable business recommendations

• Strong analytical and problem-solving skills with the ability to evaluate multiple variables and determine business impact

• Effective verbal and written communication skills with the ability to present information clearly to leadership and cross-functional stakeholders

• Ability to influence decisions through data-driven insights and well-supported recommendations

• Strong attention to detail and commitment to accuracy in financial reporting and analysis

• Ability to independently manage competing priorities and deliver results within established timelines

• Demonstrated capability to lead analytical workstreams and contribute to cross-functional initiatives

• Proficiency using financial reporting tools, financial systems, and spreadsheet applications to support analysis and decision-making

Physical and Cognitive Demands

• Communicate/Hearing Frequently

• Communicate/Talking Frequently

• Learn New Tasks or Concepts Frequently

• Make Timely Decisions in the Context of a Workflow Frequently

• Complete Tasks Independently Constantly

• Maintain Focus Constantly

• Remember Processes & Procedures Constantly

• Stationary Position (Seated) Constantly

• Vision Constantly

• Hand/Eye Coordination Occasionally

• Bend Rarely

• Complete Tasks in a Noisy Environment Rarely

• Feeling/Grasping/Handling Rarely

• Move/Traverse Rarely

• Repetitive Motions Rarely

Working Environment

• Hazards Occasionally

Environmental Conditions

• Office: This position primarily operates in a professional office environment in which team members occupy desks in assigned areas or at meeting/collaboration spaces within the building. The building's primary work areas consist of desks, chairs, computers, and other office equipment and devices for professional services.

• Remote: This position primarily completes work from a remote setting, most commonly, a home office. This may be referenced as flexible workplace.

Travel Requirements

• This position does not require travel

What's In It For You:

We provide competitive benefits, unique incentive programs and rewards for our eligible employees:

• Full Medical, Dental, and Vision benefits and an integrated Wellness Program

• 401(k) Match Retirement Savings Plan

• Paid Time Off (PTO)

• Holiday Pay & Floating Holidays

• Volunteer Time Off (VTO)

• Educational Assistance Program

• Full Paid Parental and Adoption Leave

• LifeWorks (Employee Assistance Program)

• Patterson Perks Program

The potential compensation range for this role is below. The final offer amount could exceed this range, based on various factors such as candidate location (geographical labor market), experience, and skills.

EEO Statement

Patterson provides equal employment opportunities to applicants and employees without regard to race; color; sex; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or other related medical conditions; status as a protected veteran or spouse/family member of a protected veteran; or disability.