The Rise of the Financial Operator

Episode notes

Most DSOs don’t have a data problem. They have a visibility problem. In this episode of Dental Operations Unpacked, we sit down with Daniel Lopez Borge, Director of FP&A at FivePoint, to break down what it really means to become a financial operator inside a DSO. From real estate in Costa Rica to investment banking at Goldman Sachs to leading finance inside a fast-growing DSO, Daniel shares a unique perspective on how operators can stop reacting to numbers—and start driving them. Key takeaways: Why your P&L might be controlling you (not the other way around) The gap between reporting cycles and real operations How to simplify financial tracking without overcomplicating KPIs Why weekly check-ins matter more than monthly reports The biggest mistake DSOs make when scaling financially How to handle transitions during acquisitions and system changes If you’re an operator, executive, or emerging DSO leader—this episode will change how you think about data, reporting, and performance. Like, subscribe, and share to help more operators level up.