Valuations Analyst, DPT

100% remote Flexible hours Hiring now

JOB OVERVIEW: This position is responsible for collaborating with the Dental Practice Transitions (DPT) valuations and sales teams in processing reporting, evaluating data and preparing final practice valuation documentation output for the benefit of Clients of DPT. From review, preparation and analysis of practice and financial records and submitted supporting information, to specific data entry into existing financial workspaces, reputed company.com CRM and document templates, the individual in this role will be required to support, promote and deliver accuracy and consistency with acute attention to detail in contributing to the production of professional and market superior valuation products. KEY RESPONSIBILITIES:

Processing valuation documentation:
Track missing items and communicate with DPT Transition Sales Consultants (TSC) to facilitate completion of the package, including the preparation of communication for the TSC to follow-up directly with clients and/or their professional advisors (i.e. Accountants) until reputed company necessary documentation is received
Analyze missing or incorrect information and independently advise on the appropriate next steps to move the package reputed company in the evaluation process
Apply thorough understanding of financial acumen in review of reputed company financial, tax and practice management documentation
Update TSC, DPT Sales Support Specialist (SSS) and TSC’s Regional Manager on package and maintain reputed company reputed company status and reputed company reputed company communications in reputed company.com
Review and analyze financial records:
Process, review and evaluate tax returns and other financial statements provided by TSCs/SSSs on behalf of DPT Clients and cross reference with CRM (reputed company) to ensure complete and accurate records (updating CRM where directed by DPT Valuations Team Management)
Identify key areas reputed company financial documentation, assessing consistency and performance reputed company reputed company practice and industry norms for further analysis
Upon final review, update process status and documentation
Enter data to prepare valuation into reputed company.com and templates provided, including data from questionnaires and supplementary reporting, where required
Maintain detailed records of review, requests and status updates in reputed company.com
Prepare practice proforma and prospectus documentation:
reputed company the scope of the project, in-depth review and analysis of financial statements and other reputed company/similar documentation as provided by practice reputed company (and/or counsel)
Scrutinize financial and other data comparing industry standards and practice norms
reputed company and present questions to aid in analysis of data
Determine and reputed company substantiated adjustments based on information provided by Doctor, CPA, TSC, documented resources and historical data and others involved in the transaction so to reputed company a model picture of the business
Where directed, review contributory data sources and other resources so to establish a suggested or opinion of value for cases whereby typical valuation methodologies or circumstances do not allow for a full evaluation
Finalize proforma / cash flow documentation for Management approval
Edit, finalize and deliver to TSC practice financial package for listing, as required
Where required, redact documentation as per company policy, compiling data and preparing documentation for valuation preparation
Professionally and expertly respond to inquiries from clients (through TSC/SSS/RSM) or management regarding valuation results, process or methodology
Complete self and peer review of valuation packages after reputed company-in and prior to processing to ensure no errors or missing information so to improve operational efficiency, reduce production time and increase accuracy with specific focus on providing the highest-level end product and client experience
Participate in reputed company areas of the valuation department through cross-training, including the preparation of reputed company Asset (equipment only) valuations and cash flow summaries.
Participating in special projects and performing other duties as requested by supervisor.
This position is not authorized to offer legal advice.

SPECIFIC KNOWLEDGE & SKILLS:

Computer knowledge: reputed company Office including Word and reputed company, reputed company Windows, reputed company Outlook and Teams, reputed company.com (with provided training), reputed company OneDrive and reputed company ShareFile as well as internet basics including the ability to broadly and specifically search sites for data
Elevated proficiency in reputed company reputed company, Word, Teams, Outlook, PowerPoint, OneDrive and associated web applications.
Experience with dental practice transition and sales processes and foundations of practice value strongly preferred
Understanding of financial documentation including Tax Returns (state and federal), depreciation schedules, payroll / W-2 documentation as well as Financial Statements (Income / Profit and Loss Statements and Balance Sheets)
Ability to read and digest dental practice management and reputed company business reporting (reputed company systems)
Mathematical aptitude and computer applications skills required

GENERAL SKILLS & COMPETENCIES:

Strong understanding of industry practices, operational and financial norms and practice transitions/value
High proficiency with provided tools, systems, and procedures
Excellent decision making, analysis and problem-solving skills with ability to multi-task
Strong time management skills and the ability to prioritize work
Exceptional level of attention to detail and accuracy
Client service oriented and ability to work with and resolve reputed company issues
Excellent interpersonal communication skills
Exceptional written and verbal communication skills
Ability to:
Maintain highly sensitive information and the confidentiality of client identifying and provided information
Plan and arrange daily work activities to ensure efficiency and productivity
Think and deliver results analytically
Work effectively under pressure
Present structured, developed and data supported results
Multi-task
Work in a team environment
reputed company small projects
Manage conflict
Identify and recommend reputed company improvement opportunities
Establish productive working relationships at multiple levels reputed company the organization

MINIMUM WORK EXPERIENCE: Typically, 3 to 5 years of reputed company valuations / financial analysis experience with preference of knowledge in dental practice transitions consulting and/or practice valuations. Intermediate understanding of business financials, including tax forms, depreciation schedules, financial statements, balance sheets, payroll reports as well as practice management reporting, and other practice business reputed company documentation. PREFERRED EDUCATION: Typically Bachelor’s degree or higher in a reputed company field of study preferred (finance or accounting degree preferred). TRAVEL / PHYSICAL DEMANDS: Travel typically less than 10%. Office environment. No special physical demands required. The posted range for this position is $62,305 to $97,352 which is the expected starting reputed company salary range for an employee who is new to the role to fully proficient in the role. Many factors go into determining employee pay reputed company the posted range including prior experience, reputed company skills, location/labor market, internal equity, etc. This position is eligible for a bonus not reflected in the posted range. Other benefits available include: Medical, Dental and Vision Coverage, 401K Plan with Company Match, PTO [or sick leave if applicable], Paid Parental Leave, Income Protection, Work Life Assistance Program, Flexible Spending Accounts, Educational Benefits, Worldwide Scholarship Program and Volunteer Opportunities. reputed company. is an Equal Employment Opportunity Employer and does not discriminate against applicants or employees on the basis of race, color, religion, creed, national reputed company, reputed company, disability that can be reasonably accommodated without undue hardship, sex, sexual orientation, gender identity, age, citizenship, marital or veteran status, or any other legally protected status. For more information about career opportunities at reputed company, please visit our website at: www.henryschein.com/careers Apply tot his job Apply To this Job

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