Valuations Analyst

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, including but not limited to restated financials, proformas and customized written reporting for the benefit of the 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, Salesforce.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 all necessary documentation is received Analyze missing or incorrect information and independently advise on the appropriate next steps to move the package forward in the evaluation process Apply thorough understanding of financial acumen in review of complex financial, tax and practice management documentation Analyze provider productivity, procedure mix, staffing structure, and other operational reporting Research and interpret market transaction data to support developing valuation conclusions Update TSC, DPT Sales Support Specialist (SSS) and TSC’s Regional Manager on package and maintain current progress status and all related communications in Salesforce.com Enter data to prepare valuation into Salesforce.com and templates provided, including data from questionnaires and supplementary reporting, where required Maintain detailed records of review, requests and status updates in Salesforce.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 (Salesforce) to ensure complete and accurate records (updating CRM where directed by DPT Valuations Team Management) Identify key areas within financial documentation, assessing consistency and performance within measured practice and industry norms for further analysis Upon final review, update process status and documentation Preparation of practice proforma and prospectus documentation: Within the scope of the project, in-depth review and analysis of financial statements and other related/similar documentation as provided by practice Owner (and/or counsel) Scrutinize financial and other data comparing industry standards and practice norms Develop and present questions to aid in analysis of data Determine and make substantiated adjustments based on information provided by Doctor, CPA, TSC, documented resources and historical data and others involved in the transaction so to develop 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 and evaluation documentation for Management approval Leveraging standard templates, compile, edit and finalize required written reporting for Management and TSC review and subsequent delivery to Client 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 Complete self and peer review of valuation packages after check-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 Professionally and expertly respond to inquiries from clients through TSC/SSS/RSM, management or directly with Client (and Advisors) regarding valuation results, process or methodology Participate in all areas of the valuation department through cross-training, including the preparation of Tangible Asset (equipment only) valuations and cash flow summaries. Participate 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: Microsoft Office including Word and Excel, Microsoft Windows, Microsoft Outlook and Teams, Salesforce.com (with provided training), Microsoft OneDrive and Progress ShareFile as well as internet basics including the ability to broadly and specifically search sites for data Elevated proficiency in Microsoft Excel, 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 related business reporting (all 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 complex issues Excellent interpersonal communication skills Exceptional written and verbal communication skills Ability to: Maintain highly sensitive 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 Oversee small projects Manage conflict Identify and recommend continuous improvement opportunities Establish productive working relationships at multiple levels within the organization Develop and detail defendable positions for decisions, adjustments, assessments and analysis Communicate valuation findings and supporting rationale to internal and external stakeholders Mentor, train, and provide guidance to peers MINIMUM WORK EXPERIENCE: Typically, 3 to 5 years of related 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 related documentation. PREFERRED EDUCATION: Typically Bachelor’s degree in a related 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 $63,396 to $99,056 which is the expected starting base salary range for an employee who is new to the role to fully proficient in the role. Many factors go into determining employee pay within the posted range including prior experience, current 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. Henry Schein, Inc. is an Equal Employment Opportunity Employer and does not discriminate against applicants or employees on the basis of race, color, religion, creed, national origin, ancestry, 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. 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