Senior Valuation Analyst - NDP

Reporting to the Head of Valuation, the Senior Valuation Analyst plays a critical role in providing comprehensive financial analysis and valuation services to clients within the dental industry. This position involves analyzing financial statements, tax returns, and other operational data to determine accurate estimates of value for dental practices. The Senior Valuation Analyst will educate clients on industry-standard valuation methods and necessary adjustments tailored to their specific engagements, ensuring they understand the valuation process and outcomes. 

Essential Functions 

1. Analyze financial statements, tax returns, and operational data of dental practices to perform comprehensive financial analyses, estimate value, and assess economic performance within the dental industry. 

2. Educate clients on industry-standard valuation methods and specific adjustments, while effectively communicating to gather necessary financial information and respond to inquiries in a timely and professional manner. 

3. Develop innovative solutions and approaches to create deliverables that address client questions and provide clear insights through detailed valuation reports and presentations. 

4. Collaborate with team members on financial recommendations and ad-hoc projects while overseeing and mentoring junior staff to ensure high-quality work and professional development within the team. 

Responsibilities and Duties 

1. Analyze financials, tax returns and other operational data of dental practice to perform financial analysis and estimates of value 

2. Educate clients on industry standard valuation methods and specific valuation adjustments utilized in client’s engagement 

3. Ability to analyze financial data for trends and anomalies 

4. Develops innovative approaches to produce deliverables that show the solution to a client's questions 

5. Work with our team to make financial recommendation or opinions based on financial analysis performed 

6. Communicate with clients to gather the appropriate financial information 

7. 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 

8. Deliver presentations to clients of valuation deliverable and answer questions in a professional succinct manner 

9. Work with team on ad-hoc projects as needed 

10. Respond to client inquiries and questions unassisted in a professional and timely manner 

11. Review of junior staff work and training as applicable 

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 and Experience 

• 4+ years of valuation, analysis, or relevant experience required 

• Bachelor's degree in Accounting, Finance, or related field required; Master's degree strongly preferred 

• CPA or CVA certification 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 and 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.  

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 Company, 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: $85,000.00 - Maximum: $95,000.00 USD

Benefits 

• Competitive Salary 

• Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance 

• Dental & Vision Insurance 

• Unlimited PTO 

• Company-Paid Holidays 

• Safe Harbor 401k Plan 

• Generous Employer HSA Contributions 

• Employer Paid Professional Dues, Licenses/Renewals 

• Continuing Education Resources 

NDP is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at hr@cainwatters.com. Your concerns will be handled with the utmost confidentiality and care.