Senior Financial Analyst

Patterson Companies is seeking a driven Senior Financial Analyst to join our Strategic Accounts Division. In this critical role, you will be a key player in shaping our financial strategy, delivering the actionable insights and internal reporting that drive our executive decision-making. You will take ownership of month-end financial reporting, act as a vital partner to our Regional Dental Service Organization (DSO) and Institutional Business and manage the annual budget and quarterly forecasts.

Key Responsibilities

• Financial Reporting & Analysis: Lead the compilation, reconciliation, and delivery of month-end sales and margin reporting for Regional DSO and Institutional customers.

• Strategic Planning: Partner with division leadership to drive the annual budget and ongoing forecasting processes for the Regional DSO and Institutional Business units.

• P&L Ownership: Serve as the primary finance lead on P&L kick-off calls, building out comprehensive P&Ls for all new and existing DSO account bids.

• Data Translation: Analyze customer purchasing trends, product performance, and industry data using SAP and BI tools, converting complex data into clear, actionable business intelligence.

• Business Partnership: Correlate financial performance with overall business strategies by closely monitoring key operating metrics.

• Process Improvement: Maintain meticulous documentation for all reporting processes and continually seek ways to optimize financial systems.

• General Support: Perform other ad-hoc financial duties and project work as assigned.

Minimum Qualifications

• Bachelor’s degree in business, Finance, Accounting, Economics, or a closely related field.

• 5+ years of relevant experience in financial reporting, corporate finance, or business analysis.

• Exceptional analytical skills with rigorous attention to detail and accuracy.

• Advanced proficiency in the Microsoft Office suite, specifically utilizing complex functions and modeling in Excel, as well as Access, Word, and PowerPoint.

• Deep understanding of core business processes and hands-on experience in financial variance analysis.

• Proven ability to proactively troubleshoot and resolve problems within complex systems with minimal supervision.

• Outstanding written and verbal communication skills, with the ability to present financial data to non-financial stakeholders.

• A collaborative mindset with a strong willingness to learn, share knowledge, and elevate the broader finance team.

The potential compensation range for this role is below. The final offer amount would be based on various factors such as candidate location (geographical labor market), experience, and skills. $85,500.00 - $106,800.00