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Senior Valuation Analyst

https://www.roberthalf.com Logo

Robert Half

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Location:
United States, Dallas

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

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
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • eligibility to enroll in company 401(k) plan

Additional Information:

Job Posted:
March 25, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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