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

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
• Develops innovative approaches to produce deliverables that show the solution to a client's questions
• Work with our team to make financial recommendation or opinions based on financial analysis performed
• Assessing the economic performance of the clients’ company, 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

Education & Experience

• Minimum 2 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 critical
• Self-starter, able to initiate projects as well as successful follow through on project
• Above average level of organizational and prioritizing skills
• Ability to work well with others in fast paced, dynamic environment

Travel

No travel is expected for this position.

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; 2-3 days in-office presence is required. Additionally, an in-office presence is expected for training, team meetings, or as other business needs dictate.