What are the responsibilities and job description for the Senior Valuation Analyst position at Cain Watters & Associates, LLC?
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
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
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 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
Salary : $100,000
