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Todd Szafran

@toddszafran

Senior Financial Analyst driving FP&A, forecasting, and variance analysis with SQL, Tableau, and Adaptive Planning expertise.

United States

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What I'm looking for

I’m looking to lead FP&A and analytics that turn SQL/BI reporting into executive-ready forecasts, KPI dashboards, and faster decision-making through strong business partnering.

I’m a Senior Financial Analyst with 10+ years of experience in FP&A, financial modeling, forecasting, and variance analysis. I bring advanced expertise in SQL, Tableau, and enterprise financial systems to support executive decision-making and operational performance.

At Aspen Dental Group, I deliver financial forecasting, reporting, and variance analysis to senior leadership. I created a dynamic monthly reporting tool used by leadership across a 1,000+ location network, and I leverage data from NetSuite and Salesforce to track revenue performance, product trends, and payment vehicles.

Earlier, at Aegis Sciences, I focused on reimbursement analytics—analyzing A/R and cash collections, building forecasting models for KPIs, and developing dashboards to communicate trends. At ProPath Associates, I led FP&A through budgeting, forecasting, and board-level reporting, partnering with operations to reduce month-end close time from 5+ days to 2–3 days.

Experience

Work history, roles, and key accomplishments

Senior Financial Analyst

Aspen Dental Group

Jan 2022 - Mar 2026 (4 years 2 months)

Delivered financial forecasting, reporting, and variance analysis to senior leadership, using SQL to extract and analyze large datasets for revenue and cost drivers. Built a dynamic monthly reporting tool and supported KPI tracking and forecasting using NetSuite and Salesforce across a 1,000+ location network.

Financial Modeling Forecasting FP&A Forecast Variance Analysis SQL Tableau NetSuite Salesforce KPIs

Reimbursement Analytics Analyst

Aegis Sciences Corporation

Jan 2021 - Jan 2022 (1 year)

Analyzed accounts receivable and cash collection performance, identifying variance trends and KPI targets. Developed forecasting models and dashboards, and helped establish A/R tracking processes for new payers during rapid COVID-related growth to surface payment gaps.

Accounts Receivable Cash Collections Forecasting KPIs Dashboards SQL

Financial / Revenue Analyst

ProPath Associates

Jun 2012 - Jan 2021 (8 years 7 months)

Led FP&A activities including financial modeling, budgeting, and forecasting across business units, creating KPI dashboards for major accounts. Partnered with operations to improve month-end close, reducing close time from 5+ days to 2–3 days.

Financial Modeling Budgeting Forecasting FP&A KPIs Revenue Analysis Dashboards