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

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

• 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.