What is the Henry Schein ONE Way? Simply put, we care for each other. We treat each other with respect, kindness, gratitude, and awe. We welcome different viewpoints and encourage creativity. Henry Schein ONE believes that everyone has something amazing and unique to contribute, and we wouldn’t be Global Industry leaders today without all the individual contributions that bring our team together. Our culture strives to provide a place where passion, individuality, autonomy, purpose and diversity succeeds. We strive to let you Schein because when you Schein so do we! If you are still not sold on how great it is to be a Team Schein Member, then perhaps you need to hear about our Henry Schein Cares programs, team engagements, lunches, and extra wellness benefits. Or that our leadership encourages you to maintain a healthy work-life balance. There are so many perks too numerous to list. If you are intrigued, apply now, our Talent Acquisition team is excited to meet you! Henry Schein One is seeking an experienced Executive Director of Financial Planning & Analysis (FP&A) to serve as a strategic finance leader across our software portfolio. This role plays a critical part in shaping business strategy by delivering clear financial insight, disciplined forecasting, and data-driven decision support in a recurring-revenue SaaS environment. Partnering closely with executive leadership and cross-functional teams – including Product, Engineering, Sales, Marketing, and Operations – the Executive Director, FP&A translates strategy into actionable financial plans while driving transparency, accountability, and scalable growth. This leader will own enterprise-wide forecasting, budgeting, long-range planning, and performance management, with a strong focus on ARR economics, bookings and sales performance, unit economics, and operational metrics that inform executive decisions. The ideal candidate brings a high degree of intellectual curiosity and business acumen, paired with the confidence to influence at the executive level. They are hands-on and not afraid to roll up their sleeves when the business needs it, while also operating effectively at a strategic level. They are proactive and highly responsive to the needs of the business, known for building trust through clear communication and strong partnerships. They bring a modern, analytical approach to Excel-based financial modeling, establish a scalable FP&A cadence and reporting framework, and deliver accurate monthly and annual forecasts that leadership can rely on. Above all, they are approachable, collaborative, and effective – someone respected for both their rigor and their ability to work well with others. This position can be remote in the United States, however there will be regular travel to our Utah office. What You Will Do Strategic Planning & Forecasting - Lead annual operating plan (AOP), rolling forecast, and long-range planning processes across subscription and transactional revenue streams - Develop and maintain robust ARR, bookings, churn, expansion, and margin models - Partner with executive leadership to evaluate strategic initiatives, pricing changes, investments, and growth opportunities - Support partnership/commercial activities through financial modeling, synergy analysis, and post-agreement performance tracking - Own monthly close, forecast, & MBR meeting content, presentations, and deadlines Performance Management & Analytics - Build and own executive dashboards and KPI frameworks (ARR, NRR, CAC, LTV, gross margin, EBITDA, cash flow) - Provide timely, actionable insights on variances to plan, trends, and risks - Translate complex financial data into clear narratives for executives and board stakeholders - Establish consistent metrics and definitions across the organization to ensure alignment and trust in data Business Partnership - Act as a strategic finance partner to Sales, Marketing, Product, and Customer Success leaders - Support go-to-market planning with Revenue Operations team including quota setting, capacity modeling, pipeline health, and productivity analysis - Partner with Product and Engineering on roadmap prioritization, ROI analysis, and investment tradeoffs - Support Customer Success with churn, retention, and expansion analytics - Partner with HR to ensure hiring/backfill needs are met and aligned with forecast Team Leadership & Process Excellence - Build, mentor, and scale a high-performing FP&A and analytics organization - Drive process automation, system improvements, and data integration across finance and operational platforms - Establish best-in-class planning, forecasting, and reporting cadence suitable for a growing software organization - Champion a culture of accountability, curiosity, and continuous improvement What You Will Have - Bachelor’s Degree in Finance, Accounting, Economics, or related field - 10+ years of progressive finance experience, with significant FP&A leadership in a SaaS or software environment - Deep expertise in recurring revenue models, SaaS metrics, and unit economics - Proven experience partnering with executive teams and influencing strategic decisions - Ability to assess and hire a highly performing FP&A teams - Advanced financial modeling and analytical skills - Excellent communication skills with the ability to translate data into executive-level insights Nice to Haves - MBA or CPA/CFA strongly preferred - Experience in healthcare, dental, or vertical market software - Prior experience in private equity-backed or growth-oriented software companies - Experience supporting multi-product portfolios - Experience with Salesforce, NetSuite, and/or Domo What you get as a Henry Schein One Employee - A great place to work with fantastic people. - A career in the healthcare technology industry, with the ability to grow and realize your full potential. - Competitive compensation. - Excellent benefits package! Medical, Dental and Vision Coverage, 401K Plan with Company Match, Paid Time Off (PTO), Paid Parental Leave, Short Term Disability, Work Life Assistance Program, Health Savings and Flexible Spending Accounts, Education Benefits, Worldwide Scholarship Program, Volunteer Opportunities, and more. *Benefits may vary by location or status. Henry Schein One is an Equal Employment Opportunity Employer and does not discriminate against applicants or employees on the basis of race, color, religion, creed, national origin, ancestry, disability that can be reasonably accommodated without undue hardship, sex, sexual orientation, gender identity, age, citizenship, marital or veteran status, or any other legally protected status. Fraud Alert Henry Schein has recently been made aware of multiple scams where unauthorized individuals are using Henry Schein's name and logo to solicit potential job seekers for employment. Please be advised that Henry Schein's official U.S. website is www.henryschein.com. Any other format is not genuine. Any jobs posted by Henry Schein or its recruiters on the internet may be accessed through Henry Schein's on-line "career opportunities" portal through this official website. Applicants who wish to seek employment with Henry Schein are advised to verify the job posting through this portal. No money transfers, payments of any kind, or credit card numbers, will EVER be requested from applicants by Henry Schein or any recruiters on its behalf, at any point in the recruitment process.

APPLICATION INSTRUCTIONS: - CURRENT PENN STATE EMPLOYEE (faculty, staff, technical service, or student), please login to Workday to complete the internal application process. Please do not apply here, apply internally through Workday. - CURRENT PENN STATE STUDENT (not employed previously at the university) and seeking employment with Penn State, please login to Workday to complete the student application process. Please do not apply here, apply internally through Workday. - If you are NOT a current employee or student, please click “Apply” and complete the application process for external applicants. Approval of remote and hybrid work is not guaranteed regardless of work location. For additional information on remote work at Penn State, see Notice to Out of State Applicants. ​ POSITION SPECIFICS​ The Penn State College of Medicine, Controller's Office, in Hershey, PA, is seeking a Financial Specialist, Principal Professional who supports the unit and Financial Officer in providing oversight of budget and fiscal matters. Specialist responsibilities include advising department(s)/unit(s) on budget management, financial controls, and policy and procedure; providing and/or coordinating training for employees working with unit budgets; establishing, documenting, and implementing processes, procedures, systems, and standards for the efficient operation of the office and across the business areas. This position will manage the financial pieces of the annual Four Diamonds allocation process including preparing the financial transfers of the awarded dollars to the various departments, tracking project completion and the spending of the allocated awards, collecting final reports, the closeout and audit of departments and projects that received funding. This position will be responsible for labor planning, monthly reports, budget submission and financial analysis and planning. This position will be able to demonstrate knowledge of all aspects of the Four Diamonds process and their mission while managing $40M. This position will work with Development and Alumni Relations Associate Vice President, Operations Director, Four Diamonds Executive Director to determine amount of philanthropic dollars available each year for allocation. - Responsible for reconciliation and management of ledger and clearing accounts for administrative area; make adjustments as needed and resolve problems - Compile data for analysis and forecasting purposes; run reports as needed for administrative area - Provide both formal and informal training across administrative area - Review and approve human resource actions; assist with position management; oversee wage payroll processing and management, and prepare advances; assure deadlines are met and appropriate forms are used - Maintain controls for administrative area; manage authorizations; assign roles as needed; approve routine journal vouchers and prepare complex correcting entries - Maintain documented records supporting financial forecasts used in the rate and budget area - Provide review and approval of financial documents, transactions, construction contracts, change orders, etc. - Provide project funding and cost analysis along with guidance to stakeholders as requested - Assign budget sources for expenditures to ensure visibility of spend on special budgets - Analyze and verify funding sources to ensure appropriate spending and billing practices - Prepare forecasts and analysis of trends in general business conditions and other related areas - Responsible for performing assigned audit functions; assist with annual processes for administrative area, including general salary increase, initial operating budget preparation, inventory and carry-forward analysis - Review and approve business expenses and ensure compliance with university policies - Prepare financial summaries and any other specialized reports for presentation MINIMUM EDUCATION, WORK EXPERIENCE & REQUIRED CERTIFICATIONS Bachelor's Degree 8+ years of relevant experience; or an equivalent combination of education and experience accepted Required Certifications: None BACKGROUND CHECKS/CLEARANCES Employment with the University will require successful completion of background check(s) in accordance with University policies. Due to the financial and fiduciary responsibilities of this position, successful completion of a credit history check will be required in addition to standard background checks. Penn State does not sponsor or take over sponsorship of a staff employment Visa. Applicants must be authorized to work in the U.S. SALARY & BENEFITS The salary range for this position, including all possible grades, is $76,700.00 - $115,100.00. Salary Structure - Information on Penn State's salary structure Penn State provides a competitive benefits package for full-time employees designed to support both personal and professional well-being. In addition to comprehensive medical, dental, and vision coverage, employees enjoy robust retirement plans and substantial paid time off which includes holidays, vacation and sick time. One of the standout benefits is the generous 75% tuition discount, available to employees as well as eligible spouses and children. For more detailed information, please visit our Benefits Page. CAMPUS SECURITY CRIME STATISTICS Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act and the Pennsylvania Act of 1988, Penn State publishes a combined Annual Security and Annual Fire Safety Report (ASR). The ASR includes crime statistics and institutional policies concerning campus security, such as those concerning alcohol and drug use, crime prevention, the reporting of crimes, sexual assault, and other matters. The ASR is available for review here. EEO IS THE LAW Penn State is an equal opportunity employer and is committed to providing employment opportunities to all qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If you are unable to use our online application process due to an impairment or disability, please contact 814-865-1473. Penn State is committed to and accountable for advancing equity, respect, and belonging. We embrace individual uniqueness, as well as a culture of belonging that supports equity initiatives, leverages the educational and institutional benefits of inclusion in society, and provides opportunities for engagement intended to help all members of the community thrive. We value belonging as a core strength and an essential element of the university’s teaching, research, and service mission. Federal Contractors Labor Law Poster PA State Labor Law Poster Penn State Policies Copyright Information Hotlines

• Support strategic planning, budgeting, forecasting and long term planning across our new business units and the consolidated company • Build dynamic, detailed and scalable financial and operational models, including our three-year Long Range Plan, driven by key financial and operational metrics to facilitate scenario analysis • Craft executive level presentations for the Board of Directors, Leadership Team and External Investors to facilitate effective decision making • Lead, mentor, and develop a high-performing Strategic Finance Analyst • Design, automate and optimize processes and systems to scale; Spread accountability and financial discipline throughout the organization • Partner with cross-functional leaders to create detailed business cases to evaluate and support decision making through ROI analysis

Are you looking for an opportunity to work on a highly collaborative team where partnership drives performance? Berkadia’s investment sales platform offers the highest-quality deal marketing resources, technology that marries local expertise with capital markets knowledge, and seamless integration with our mortgage banking and servicing platforms to ensure your success. Advance your career in a culture committed to personal and professional growth. Be Backed by the Best. Be Berkadia. The Senior Financial Analyst is an expert on market elements that impact Affordable Multifamily Commercial Real Estate and performs in-depth financial analysis to evaluate Affordable Multifamily Commercial Real Estate assets. The Senior Financial Analyst will help the Investment Sales Advisors with financial analysis, research, and the preparation of market data to be utilized in client-facing documents and presentations. This position is best suited for candidates with long-term aspirations to grow with Berkadia and are results-driven, passionate about perfection, interested in Affordable Housing, and excited about getting involved in a rapidly growing company. The role will have a strong focus on quantitative analysis and financial modeling matched with qualitative analysis and practical business application. We Innovate to shape the future of CRE, so in this role you will: - Own the process to breakdown and analyze P&L statements and rent rolls to provide strategic insights and recommendations. - Analyze and interpret complex Regulatory Agreements - Utilize and maintain databases which track investment sales activity, construction pipeline, and other relevant real estate metrics. - Lead in creating the presentation of complex financial analyses providing strategic advice and actionable insights to clients. - Will occasionally present and support analyses to clients. - Review industry surveys and benchmarks, economic and demographic trends to identify opportunities and risks for clients. - Active research, writing, and proofing of market intelligence for marketing materials. - Prepare and present the results of the analysis, including graphics and charts, in a clear and concise manner. - Exhibit strong leadership in prioritizing tasks, managing multiple assignments, and adapting to rapidly changing priorities in a team environment. - Utilize market intelligence to craft the story for the deal. - Other duties as assigned. We Stand for Excellence, so to achieve success in this role you should have: - Must have direct LIHTC (Low Income Housing Tax Credit) experience. - Strategic thinker with ability to look at situations from differing points of view; able to challenge decisions as appropriate; persuasive with details and facts. - Comfortable taking charge and dealing with ambiguity to achieve successful outcomes. - Excellent interpersonal skills with strong internal and external customer service skills. - Must be organized, resourceful, flexible, task-oriented/driven to closure and can thrive under pressure. - Ability to analyze and interpret complex Regulatory Agreements - Exceptionally strong Excel modeling skills, with experience with VBA and complex formulas. - Experience with data analytics such as demographics, competitors, industry and real estate trends, etc. - Ability to think commercially about the needs and requirements of different client groups, including investment management firms, brokers, and lenders. - Strong work ethic with the ability to work independently and deliver results with minimal supervision. - Ability to work effectively both as an individual and as part of a team are a must. - Ability to simplify and effectively communicate complex ideas in writing and through data visualization techniques to diverse audiences. - Must be proficient in MS Office Suite (Outlook, Word, PowerPoint) - Experience using Adobe Creative Suite (InDesign, Photoshop, etc.) a plus. We believe People Matter, so we offer benefits that go beyond: - Monthly paid volunteer hours and donation matching to benefit our communities - Employee Resource Groups that help you grow with us - Fertility and family planning services - Up to 12-weeks of fully paid parental leave - Mental health care, including free counseling sessions: - We'll help you fund your learning journey with generous tuition reimbursement - Pet insurance discounts - And more! Be the Next Big Thing. Be Berkadia. #LI-HF1 #LI-REMOTE Berkadia, as an equal opportunity employer, celebrates our employees’ unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws. In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact talentacquisition@berkadia.com. You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.