Job Summary & Responsibilities Role Summary: The Financial Analyst – AI & Data Analytics will support a dental practice management software platform by applying advanced financial analysis, automation, and AI-driven insights to subscription revenue, practice usage, retention and operational performance. The position will be charged with implementing solutions to automate processes and reporting, development of advanced analytics and improving dexterity of data to include a comprehensive view of customers. These efficiencies should result in replicable data, reporting and self-service for business managers. This role partners with Product Management, Sales, Customer Success, and Controllership to improve forecasting, revenue and cost analysis and data-driven decision-making across SMB and DSO customers. Key Responsibilities: FP&A & SaaS Performance 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 AI, Automation & Predictive Analytics 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 Practice Usage & Operational Analytics 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 Data & Systems Integration 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 Executive Reporting & Strategic Support 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 Preferred Qualifications Qualifications: Bachelors degree in Finance, Accounting, Economics, Data Analytics, or related field 3-5 years of experience in FP&A or financial analysis, preferably in SaaS, healthcare IT, or practice management software Strong financial modeling and advanced MS Excel skills Experience with Power BI or similar BI tools Experience using and implementing AI tools or automation in a finance or analytics context Experience supporting DSO or multi-location healthcare customers preferred Experience with SaaS metrics and usage-based or hybrid SaaS pricing models preferred Key Competencies: Strong analytical and problem-solving skills Strong communication and cross-functional collaboration skills Curiosity and enthusiasm for AI-enabled finance Ability to translate complex data into executive-ready insights Comfort working in a fast-growing, product-driven SaaS environment High attention to detail and data integrity Salary: $80,000 - $100,000, based on experience.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As a Senior Analytics Lead, you will drive value creation analytics across the Firsthand organization. This role sits at the center of strategy, product, and operations—translating complex healthcare data into clear, defensible insights that shape high-impact decisions. You will partner cross-functionally to ensure data is trusted, actionable, and decision-ready, operating as both a thought partner and execution leader. This is an opportunity to elevate analytics from reporting to a true decision engine that accelerates clarity and performance across the business. Job Specifics As Senior Analytics Lead you will: - Own analytical framing and execution for high-stakes business questions related to value creation, strategy, and operational performance. - Define and maintain trusted KPIs and Snowflake data marts using DBT to ensure reliable, decision-ready data foundations. - Design and maintain executive dashboards in QuickSight that answer meaningful business questions and reduce metric ambiguity. - Apply a hypothesis-first approach to analysis, identifying likely drivers, testing competing explanations, and making clear recommendations even with imperfect data. - Translate complex healthcare data into concise memos, slides, and narratives tailored to decision-makers. - Partner cross-functionally with Data Engineering, Finance, Operations, and Customer Success to ensure alignment on metrics, sources of truth, and performance insights. Qualifications - Advanced SQL proficiency including CTEs, window functions, complex joins, and aggregations in Snowflake. - Strong experience with BI tools such as QuickSight, Tableau, or Looker. - A deep understanding of healthcare data including claims, eligibility, attribution, and payer reporting constructs. - Proven ability to frame ambiguous business questions, develop hypotheses, and deliver clear, actionable recommendations. - Strong written and verbal communication skills with the ability to influence stakeholders and operate effectively in ambiguity. Requirements - 4+ years of experience in data analytics, healthcare analytics, or value-based care environments. - Experience owning analytics that directly informed strategic, product, or operational decisions. - Solid understanding of data modeling principles including grain and dimensional schemas. - Experience working with imperfect or incomplete data while clearly documenting assumptions and tradeoffs. - Experience with EDI formats, Medicaid populations, risk adjustment methodologies. - Bonus experience with Python or R for ad hoc analysis. Benefits - Base salary range: $120,000 - $130,000 USD. - Compensation package includes base, equity (or a special incentive program for clinical roles), and performance bonus potential. - Benefits include physical and mental health, dental, vision, 401(k) with a match. - 16 weeks parental leave for either parent. - 15 days/year vacation in your first year (this increases to 20 days/year in your second year and beyond). - A supportive and inclusive culture.

• Develop and refine predictive dialing strategies to maximize contact rates, conversion, and profitability. • Build and maintain models to forecast call volumes and optimize staffing schedules for efficiency and service levels. • Design and execute experiments on contact center scripting, agent routing, and engagement strategies to improve outcomes. • Implement intelligent routing logic that aligns customer-agent interactions with profitability metrics. • Create dashboards and reports to monitor KPIs, identify trends, and recommend actionable insights. • Partner with Operations, Technology, and Revenue teams to align analytics initiatives with business goals.

• Analyze and interpret large (PB-scale) volumes of transactional, operational and customer data using proprietary and open source data tools, platforms and analytical tool kits • Translate complex findings into simple visualisations and recommendations for execution by operational teams and executives • Analyse data independently to deliver insights about operational performance and proactively drive improvements • Write and optimize SQL queries to extract, clean, and analyze data from multiple data sources • Act as a strategic data business partner to your stakeholders • Support ad-hoc analysis requests from business and operational teams • Be part of a fast-paced industry and organisation where time to market is critical