Senior Valuation Analyst - National Dental Placements (NDP)

Cain Watters & Associates; Frisco (TX); On-site; USD 85,000 - 100,000; Full time

Job summary

An established industry player is seeking a Valuation Analyst to join their team. This role involves performing financial and operational data analysis for clients in the dental sector, assisting them in buying or selling their practices. You will leverage your analytical skills to analyze financials, educate clients on industry standards, and work collaboratively with attorneys and clients. The position offers a hybrid work environment, allowing for flexibility while ensuring a strong team presence. If you are detail-oriented and passionate about financial analysis, this opportunity is perfect for you.

Qualifications

• 3+ years of valuation or analysis experience required.
• Bachelor's degree in Accounting or Finance is essential.

Responsibilities

• Analyze financial data to perform valuations for dental practices.
• Communicate with clients to gather necessary financial information.

Skills

Financial Analysis

Analytical Skills

Communication Skills

Organizational Skills

Detail Oriented

Education

Bachelor's degree in Accounting

Bachelor's degree in Finance

CPA or CVA

Tools

Microsoft Office (Excel)

Job description

The Valuation Analyst opening is with NDP, an affiliate company of Cain Watters & Associates. NDP guides and empowers dentists who are exploring potential ownership as well as established dentists looking to enlist a partner or sell their practice.

Summary/Objective

Reporting to the Managing Partner of NDP, the Valuation Analyst will act in a consultative capacity while performing financial and operational data analysis for clients as they look to buy into or sell their private dental practices.

Essential Functions

• Utilize existing skill set and financial acumen to learn and improve our firm’s analysis techniques and processes while continuing to provide our clients with the utmost level of service.
• Analyze financials, tax returns and other operational data of dental practice to perform financial analysis and estimates of value/price.
• Educate client on industry standard transition language/terms and communicate with attorneys to draft appropriate transition documentation.
• Review transaction documents from an industry and deal perspective and work with client’s attorney to facilitate necessary changes.
• Provide support in the operational transition and facilitate communications between buyers, sellers and applicable teams.
• Review and oversight of junior staff.

Responsibilities & Duties

• Communicate with clients to gather the appropriate financial information.
• Analyze financials, tax returns and other operational data of dental practice to perform financial analysis and estimates of value.
• Ability to analyze financial data for trends and anomalies.
• Develop innovative approaches to produce deliverables that show the solution to a client's questions.
• Work with our team to make financial recommendations or opinions based on financial analysis performed.
• Assess the economic performance of the clients’ company and the dental industry in order to create a detailed analysis for use in valuation reports and other written work products.
• Work with team on ad-hoc projects as needed.
• Respond to client inquiries and questions in a professional and timely manner.

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Education & Experience

• 3+ years valuation, analysis, or relevant experience required.
• Bachelor's degree in Accounting, Finance, or related field required.
• CPA or CVA strongly preferred.
• Must be detail oriented with strong organizational and analytical skills.
• Advanced knowledge of Microsoft Office (emphasis on Excel).
• Excellent communication skills (both verbal and written).
• Strong initiative and ability to manage multiple projects as well as strong follow-through skills.
• Ability to complete projects timely and accurately is critical.
• Self-starter, able to initiate projects as well as successfully follow through on projects.
• Above average level of organizational and prioritizing skills.
• Ability to work well with others in a fast-paced, dynamic environment.

Travel

Minimal overnight and out-of-state travel may be required.

Work Environment

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.

Position Type & Expected Hours of Work

This is a full-time, exempt position. Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. Some flexibility in hours is allowed based on management’s approval. This role offers a hybrid work arrangement; at least 3 days in-office presence is required. Additionally, an in-office presence is expected for training, team meetings, or as other business needs dictate.

Job Compensation & Benefits
Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited to the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.

Compensation
Minimum: $85,000 - Maximum: $100,000