Executive Director, FP&A

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

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