Summary: The FP&A and Business Intelligence Analyst is responsible for supporting the organization’s financial planning, forecasting, reporting, and business analysis activities. This role works closely with leaders throughout the organization to provide reports, dashboards, financial information, operational analysis, and business insights that support data-driven decision-making.
Job Title: FP&A and Business Intelligence Analyst
Salary Range: $85,000 - $95,000
Schedule: M-F, 8:00 AM - 4:30 PM
Essential Duties and Responsibilities: The following statement reflects the general details considered necessary to describe the principle functions of the job identified and shall not be construed as a detailed description of all work requirements that may be inherent to the job.
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Supports the financial planning and analysis function, including budgeting, forecasting, financial modeling, variance analysis, and management reporting.
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Works directly with leaders throughout the organization to understand reporting needs, provide financial and operational information, analyze business performance, and support data-driven decision-making.
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Develops, maintains, and enhances Power BI dashboards and reports to provide accurate, timely, and meaningful visibility into key financial and operational metrics.
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Partners with department leaders and stakeholders to define key performance indicators, develop reporting tools, explain trends and variances, and provide actionable insights.
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Prepares recurring and ad hoc reports related to revenue, expenses, margins, labor, production, sales, inventory, and other business performance measures.
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Assists with monthly, quarterly, and annual financial reporting processes by gathering, validating, analyzing, and presenting financial and operational data.
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Supports the accounting manager in the annual budgeting process by compiling data, preparing schedules, analyzing assumptions, and assisting with budget-to-actual reporting.
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Builds and maintains financial models to evaluate business performance, cost trends, pricing impacts, profitability, labor utilization, capital investments, and other business initiatives.
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Ensures the accuracy, consistency, and integrity of financial and operational data used in reports, dashboards, and analysis.
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Collaborates with IT and other system owners as needed to access, validate, and improve data sources used for reporting and analytics.
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Uses Excel, Power BI, ERP data, and other reporting tools to extract, organize, analyze, and present financial and business information.
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Identifies opportunities to improve reporting processes, automate manual reporting, streamline workflows, and strengthen the organization’s financial analytics capabilities.
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Provides reports, dashboards, analysis, and business information to leadership and department stakeholders to support executive-level meetings, strategic planning, operational reviews, and day-to-day business decisions.
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Maintains confidentiality of financial, employee, customer, vendor, and business-sensitive information.
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Performs other related duties as assigned.
Education and/or Experience:
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Bachelor’s degree in Finance, Accounting, Business Administration, Business Analytics, Data Analytics, Information Systems, or a related field required.
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Five or more years of related experience in financial planning and analysis, financial reporting, business analytics, accounting, or business intelligence.
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Experience developing financial reports, dashboards, forecasts, budgets, variance analysis, and/or financial models required.
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Proficiency with Microsoft Excel, including advanced formulas, pivot tables, data analysis, and financial modeling required.
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Experience developing reports and dashboards in Microsoft Power BI required.
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Working knowledge of ERP systems and financial/business reporting systems required.
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Experience with SQL, data modeling, data validation, and/or data extraction preferred.
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Experience in a manufacturing, medical device, dental, healthcare, or similar business environment preferred.
EEO/Disabilities/Veterans. Individuals with disabilities and protected veterans are encouraged to apply.
At Great Lakes Dental Technologies, we care about our employees, the people we do business with, and our community. We’ve been named one of Western New York’s Top Places to Work in 2023 and 2024 by the Buffalo News, Best Place to Work 2024 and 2025 by Buffalo Business First, and were awarded the Healthiest Workplace for 2024. We’re a team that works hard but understands the importance of work-life balance, teamwork, and on-site fun. As an employee-owned company, we strive to do the right thing for our employees, for our customers, and for our community. Great Lakes Dental Tech is an employee-owned dental manufacturer that offers over 4,000 products and operates one of the largest orthodontic laboratories in the United States. Located in Tonawanda, NY.
Why we're great at Great Lakes Dental Technologies:
Established Legacy - Joining Great Lakes provides career advancement at a stable, industry-leading company that has grown from a 2-person lab in 1965 to a 200+ employee-owned organization.
Employee Ownership - At Great Lakes, employee ownership means that each team member has a stake in the company's success, fostering a sense of responsibility, collaboration, and commitment to our shared goals. Employees earn company stock.
Comprehensive Benefits – We provide an array of benefits that can help you enjoy increased well-being, deal with an unexpected illness or accident, build and protect your financial security, balance your personal and professional life and meet everyday needs.
Wellness & Work-Life Balance - Enjoy an environment that promotes wellness events and a healthy work-life balance, ensuring a fulfilling and sustainable life and career.
Diverse Opportunities - Find employment opportunities in various departments including laboratory, digital production, customer service, accounting, sales, marketing, warehouse, and shipping and receiving.
Training and Innovation – Hands on training provides many opportunities to develop and enhance your skills to advance in your career.
Community and Impact - Participate in various company-sponsored activities such as raffles for charity, fitness events, lunch and learns, craft nights, food trucks, company lunches, and outings.
Benefits:
401(k)
Dental Insurance
Vision Insurance
Employee Stock Ownership Plan
Health Insurance
Health Savings Account
Life Insurance
Paid Time Off
Referral Program
Tuition Reimbursement
College Scholarships
Annual Bonus Opportunity
Annual Wage Increase
