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Business Intelligence Analyst

February 8, 2022

Southern Orthodontic Partners is a fast paced, entrepreneurial organization offering a premier network of orthodontic care. We provide business management expertise to our partner practices, enabling orthodontic professionals to focus on delivering the best possible care to their patients. Our partner practices benefit from our centralized support system, operational best practices, recruiting network, and marketing expertise. Our mission is to positively impact the orthodontic profession through a partnership of clinical and service excellence with the country’s leading doctors.

Job Summary

Role: Business Intelligence Analyst

Job Type: Full-time, Exempt

Reports To: Business Intelligence Manager

Location: Nashville, Tennessee

Description: The Business Intelligence Analyst role is responsible for supporting the finance and operations functions of SOP through various recurring and ad hoc data analysis and support.  This position will report to the Manager of Business Intelligence and work closely with the Chief Financial Officer and field operations leadership to deliver value-maximizing analysis and operational insights that drive the executive decision-making process. Specifically, this role will be responsible for managing and reporting key operating metrics, supporting the annual budget process, delivering monthly and ad hoc financial analyses of historical business performance, and executing various forecasts for practice performance, special projects and other business-case analyses.  
We are looking for people who are:
– Reliable
– Committed
– Improvement focused
– Collaborative
– Detail oriented
– Curious
– Relationship focused
– Passionate
– Execution Focused
– Self-Starter
– Eager to learn new skills
Essential Job Functions*:
The Business Intelligence Analyst will provide finance and analytical support across the company:

Operational Finance
Support maintenance of SOP operating dashboards, including integration of new practices and evaluation of KPIs with SOP leadership
Assist with monthly operational reporting process by compiling and analyzing feedback from the field organization on a monthly cadence
Assist with construction of practice forecasts for new partners as well as tools for ongoing performance management
Support modeling and tracking of performance compensation plans across the platform
Develop and implement tools to support field operations capabilities
Develop ad-hoc operational finance analyses based on needs from the field
Analyze efficacy of platform operational initiatives (e.g., pricing changes, marketing promotions, etc.)  

Core Finance
Assist SOP’s comprehensive annual budgeting process
Support various revenue cycle analytics including platform pricing data and collections analyses
Deliver to fields ops team monthly financial insights into practice performance
Support analysis and materials for monthly financial review and Board meeting materials

Other Strategic Support
Work with SOP executive leadership to support financial analyses related to SOP’s core strategic initiatives and identified special projects
Track and measure the implementation and execution of key SOP strategic initiatives and identified special projects

*Please note:  this job description is not designed to cover a comprehensive list of duties or responsibilities that are required for this position.  Duties and responsibilities may change with or without notice.

Essential Job Skills:
Excellent data analysis and Microsoft Excel skills
Ability to synthesize complex and detailed data into meaningful insights
Strong interpersonal and written communication skills
Ability to work well with a dynamic team and balance multiple deadlines
Ability to understand and analyze financial statements
Establishes and maintains strong working relationships with various stakeholder groups
Ability to maintain confidentiality
Minimum Requirements:
Bachelor’s Degree in Business, Finance, Accounting or related field
1-3 years financial analysis, consulting or data analytics experience
Valid driver’s license

Preferred Requirements:
Exposure to GAAP principles
Prior experience developing executive level presentations and content
Experience with data visualization

Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Sitting, standing, bending, reaching, walking
Hand-eye coordination and manual dexterity sufficient to maneuver in an office environment (keyboard, phone, copier, and other office equipment
Mobility required to maneuver travel requirements  

Southern Orthodontic Partners is an Equal Opportunity Employer (EEO).

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