Head of FP&A/Finance

About Wisdom

Wisdom blends industry expertise with advanced technology to make dental practices work better for everyone involved. We believe dentistry is about people, and we exist to make the future of dentistry stronger and more sustainable for dentists, their teams, and the patients they serve. We match administrative teams with expert billers and custom-built technology to take on the heavy lifting of dental billing while maximizing dentists’ time in-office, and their bottom line.

Wisdom is backed by Juxtapose, a leading technology and service investment company which partners with experienced entrepreneurs to build category-defining tech companies. We are a fully distributed, remote-first team with employees across the US.

The Head of FP&A will be a key member of the leadership team, responsible for leading all financial planning, budgeting, forecasting, and analysis for the company. This role will work closely with the CEO and other cross functional leaders to provide strategic insights, drive financial performance, and ensure the company meets its financial goals. The ideal candidate will be a proactive, detail-oriented, and entrepreneurial leader with strong financial modeling, analytical, and communication skills.

Key Responsibilities:

• Financial Planning & Strategy: Lead the development and execution of the company’s financial strategy, including budgeting, forecasting, and long-term financial planning. Collaborate with executive leadership to ensure alignment with company goals and objectives.

• Budgeting & Forecasting: Manage the company’s annual budget process, track actual performance against budget, and provide regular updates to senior management. Develop and maintain rolling forecasts to help guide operational decision-making.

• Financial Reporting & Analysis: Prepare and present monthly, quarterly, and annual financial reports, highlighting key performance metrics, variances, and actionable insights. Ensure accurate financial modeling and analysis to support business decisions and investments.

• Business Performance Insights: Provide actionable financial insights to drive business growth, improve profitability, and optimize resource allocation. Partner with operations, sales, and marketing teams to understand performance drivers and financial impact.

• Cash Flow & Liquidity Management: Monitor cash flow and working capital to ensure sufficient liquidity for operational needs and growth initiatives. Provide recommendations for optimizing cash management.

• Operational Efficiency: Identify and implement financial process improvements to increase efficiency, accuracy, and scalability across finance and accounting functions.

• Investor Relations & Fundraising: Support fundraising efforts by preparing financial materials for investors and assisting with due diligence processes. Communicate financial performance and strategy to investors as needed.

• Leadership & Team Development: Responsible for hiring, leading and mentoring the finance team, providing guidance on financial analysis, tools, and best practices. Help build and nurture a high-performance finance function within the organization.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, a related field, or equivalent experience. MBA is a plus.

• 7+ years of experience in financial planning and analysis, preferably in a high-growth startup or SaaS environment.

• Proven experience in managing budgeting, forecasting, and financial reporting processes.

• Strong knowledge of financial modeling, scenario planning, and business performance metrics.

• Experience with cash flow management and working capital optimization.

• Advanced proficiency with financial software/tools (e.g., Excel, QuickBooks, or ERP systems) and BI tools (e.g., Tableau, Power BI).

• Excellent communication skills with the ability to present complex financial data to non-financial stakeholders.

• Ability to think strategically, drive initiatives, and work collaboratively across teams.

• Detail-oriented with a strong ability to balance both big-picture thinking and tactical execution.

• Experience in a fast-paced, high-growth environment, ideally within a startup and/or tech-enabled services company.

Wisdom is an equal opportunity employer. We provide employment opportunities without regard to age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected status in accordance with applicable law.