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The role involves analyzing financials, tax returns, and other operational data of dental practices to perform financial analysis and estimate values.
Job Responsibility:
Engage in regular communication with clients to collect pertinent financial details
Conduct thorough financial analysis and valuation of dental practices by interpreting financials, tax returns, and other operational data
Detect patterns and irregularities while reviewing financial data
Develop novel strategies for generating deliverables that answer client queries
Collaborate with our team to provide financial advice or viewpoints based on the conducted financial analysis
Evaluate the economic performance of the clients’ company and the dental industry to produce a comprehensive analysis for use in valuation reports and other written work products
Participate in ad-hoc projects with the team as required
Manage client inquiries and questions in a prompt and detail-oriented manner
Requirements:
Demonstrated experience in the detail-oriented Services industry
Must hold the position of Senior Valuation Analyst
Proficiency in business systems for efficient workflow management
Experience with Confluence for effective team collaboration
Working knowledge of Customer Relationship Management (CRM) tools
Familiarity with Crystal Reports for generating dynamic business reports
Ability to apply data mining techniques for business intelligence
Experience with About Time for accurate project time tracking
Understanding of various accounting functions, including bookkeeping and financial reporting
Auditing skills to ensure compliance with financial regulations and standards
Experience with budget processes, including planning, management, and review
Knowledge of capital management to optimize the company's financial performance
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