California Dental Association

The Senior Financial Analyst – FP&A is a strategic finance partner to a complex, multi-faceted family of companies and collaborates directly with all levels of management to perform operational and benchmark analyses, build and interpret key financial metrics, forecast operating results, and support critical strategic and operating decisions.   

The ideal candidate is a problem solver who possesses a strong understanding of financial modeling, is inquisitive, tenacious and collaborative, and has a passion for translating complex data into actionable business strategies. 
 

Universal Competencies:  

• Collaboration: Proactively engages with an iterative mindset to enhance ideas and achieve organizational results; Cultivates relationships, builds partnerships, shares and learns without boundaries.     

• Service: Focusing on meeting needs and exceeding expectations for those served inside and outside the organization.    

• Respect: Embracing others for their true authentic self; nurture and promote an environment that values diversity of thought, input, experience and expertise.   

Role Specific Competencies:   

• Problem Solving: Applies analysis, creativity, resilience and logic to reach optimal outcomes; develops and implements solutions.  

• Approachability: Is consistently approachable, open to feedback and truthful; builds trust and authentic professional relationships.  

• Resourcefulness: Uses creativity, ingenuity and insight to tackle issues and provide fresh solutions  

How the Senior Financial Analyst contributes:   

• Develops deep understanding of the business issue and utilize technical skill with data analysis, modeling, analytics, and general reporting to deliver insight to management that enables data-backed decision support.   

• Collaborates with cross-functional teams to gather insights, support decision-making, and drive financial best practices across the organization.  

• Builds financial models using MS Excel and/or augmented by business planning software for forecasting, scenario and sensitivity analysis, and other purposes to support strategic decision-making across the organization.    

• Prepares and presents clear and concise financial reports to senior management through the development of dashboards, balanced scorecards and key performance indicator reports, offering insights into financial trends and opportunities for improvement   

• Actively works to take advantage of available software and technology features.   

• Pursues and advises regarding potential functionality enhancements to the business intelligence and budget software modules.   

• Leads the enhancement processes and procedures by driving innovation to optimize process workflow throughout the department.   

• Works independently and as a team member. 

Minimum Qualifications:  

• Bachelor’s degree (B.A.), preferably in Finance or Accounting    

• Minimum of four years Finance or Accounting experience.   

• Strong proficiency in financial modeling and data analysis, with advanced skills in Microsoft Excel.   

• Effectively obtain and manipulate data and administer reporting from enterprise systems, such as general ledger, budgeting/planning, business intelligence, or operational platforms.    

• Demonstrated ability to analyze data and make informed recommendations.   

• Demonstrated ability to communicate complex information effectively to both technical and non-technical audiences across the organization.   

Preferred Qualifications:   

• Excels at forward-facing interactions and developing key relationships across all levels within the organization.   

• Experienced use of data visualization tools, such as Tableau or Microsoft Power BI. 

• Ability to design and deploy end-to-end automated workflows. 

• Technically-independent leveraging SQL, financial modeling tools, and ERP systems. 

• MBA or CPA a plus.   

• Strong organizational, problem-solving and analytical skills.   

• Excellent written and oral communication skills.   

• Attentive to detail and accuracy. 

• Commitment to excellence and high standards.   

• Ability to manage priorities and workflow with minimal supervision.   

• Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.   

• Ability to work with and present results to all levels of management.   

• Ability to work independently and as a member of various teams and committees.   

Working Conditions:  Occasionally (1-33%) Frequently (34-66%) Constantly (67-100%)  

• Constantly reviewing and analyzing data on a computer screen and physical documents.   

• Frequently maintains a stationary position.   

Who we are:   

The California Dental Association is a membership organization that represents 27,000 of the state’s best and brightest dental professionals and champions the oral health of the communities they serve. As the largest state dental association in the U.S., CDA delivers remarkable advocacy initiatives, fierce protection, innovative education and expert guidance to our members. Founded in 1870, CDA has innovated and grown into a family of companies that includes the association, The Dentists Insurance Company (TDIC), TDIC Insurance Solutions, Rotunda Partners and the CDA Foundation.  

The largest of our subsidiaries, TDIC, is an insurance company founded in 1980 by a small group of California Dental Association members in response to skyrocketing malpractice premiums that impacted dentists’ ability to practice productively and patients’ ability to access care. Since that time, we’ve grown to protect 24,000+ policyholders across 15 states with a comprehensive suite of dentist-centric insurance products and risk management tools. With this singular focus and the unparallelled expertise of people who understand dentistry, we’ve earned the trust of our community. 

Collectively, we’re a mission-driven organization that’s here to empower our members and support their practices, dental teams, profession and patients. By making today easier and tomorrow better for dentists, our employees make a meaningful and direct impact on the health of others.  

At CDA we seek out, welcome and invest in talented individuals across unique specialties and prioritize diversity in our hiring practices. We know our employees are integral to our success, and we value their individual talents while encouraging a collaborative, inclusive, respectful and forward-thinking culture. We’re proud to be recognized as a Best Place to Work for factors like our people practices, work environment and trust in senior leaders. 

CDA’s finance department is a high-performing and service-oriented team of professionals who support all of CDA’s companies.  We manage the financial health and integrity of $500 million in invested assets and $150 million in annual revenues.  We value continuous improvement, a commitment to getting it right, and a growth mindset.  Our team members have the opportunity to contribute to high-value projects and grow in their careers. 

If you’re excited to share your talents at a dynamic organization that’s leading the way in oral health, we invite you to apply to join us.  

Company Benefits:   

At CDA, we offer a robust benefits package that enhances overall employee well-being and provides options to meet the needs of our diverse workforce. We listen to our employees on matters of wellness and devote time and resources to continuously evaluate our benefits to ensure we can best support their work-life goals.   

• Remote and hybrid flexibility and technology to support remote work  

• Generous time off program starting at 22 days of PTO and13 paid holidays (includes a floating holiday and winter closure)  

• Highly competitive medical, dental and vision plans, including FSA and HSA account options   

• 401(k) plans, with a generous match and safe harbor contributions upon eligibility  

• Paid parental leave  

• Wellness programs, including incentives and an In-Shape Family Fitness discount   

• Opportunities for professional development, training and leadership skill-building   

• Critical illness, accident, life, pet, short term and long-term disability insurance options  

• Employee Assistance Program (EAP) for support navigating day-to-day challenges  

We Are CDA

Over our 150-year history, the California Dental Association (CDA) has become a leader in oral health throughout California and the country. Today, we continue to support our community of over 27,000 dentists through our family of companies, which include The Dentists Insurance Company (TDIC), TDIC Insurance Solutions, Rotunda Partners and the CDA Foundation. At CDA, we value individual talents, encouraging a diverse, collaborative, and innovative work environment fueled by new ideas. As our organization continues to grow, we invite you to be a part of what’s next.

CDA is an equal opportunity employer and is committed to the principle of equal employment opportunity for all employees and providing a safe work environment. CDA does not tolerate discrimination or harassment and all employment decisions are based on job requirements and individual qualifications, without regard to race, color, religion, national origin, age, gender, gender identity or expression, sex, ancestry, citizenship status, mental or physical disability, genetic information, sexual orientation, veteran or military status. If you have a disability or special need that requires accommodation, please contact us at humanresources@cda.org.

To see our privacy policy, go to www.cda.org/Home/About/Careers-at-CDA/Apply