Transaction Success Analyst - 7 Pillars

Summary/Objective

Reporting to the Director of Transaction Success of 7 Pillars, the Transaction Success Analyst plays an integral role in the Analysis, Letter of Intent, and Diligence phases. The Transaction Success Analyst serves as a quality control expert for providing accurate valuations and projections of 7 Pillars clients. The Transaction Success Analyst will be introduced to clients alongside the dedicated Deal Team once an engagement letter is in place. The Transaction Success Analyst works closely with their Deal Team to ensure all aspects of the transition are covered for each client. The Transaction Success Analyst will work with third party financial firms throughout Diligence to verify accuracy of necessary documents. 

Essential Functions

1. 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.

2. Complete diligence documentation gathering through requests and interactions with client and clients’ representatives.

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

4. Respond to questions from interested potential partners about financial and operational data and assumptions related to practice valuation.

5. Support Director of Transaction Success in providing guidance to clients during partner diligence process including Quality of Earnings review and legal documentation of transaction.

Responsibilities and Duties

1. Communicate with clients to gather the appropriate financial information.

2. Analyze financial data for trends and anomalies.

3. Develop innovative approaches to produce deliverables that show the solution to a client’s questions.

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

5. Assess the economic performance of the client’s practice.

6. Respond to client inquires & questions in a professional and timely manner.

7. Provide information for clients to interested buyers to facilitate due diligence process.

8. Develop and prepare insightful, targeted questions for clients based on thorough analysis of valuation data, ensuring alignment with client objectives and addressing key areas of interest or concern.

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

• 2 years valuation, analysis, or relevant experience preferred

• Bachelor's degree in Accounting, Finance, or related field required

• A CPA candidate or CPA is preferred

• Experience in an advisory setting (i.e. litigation, valuation, and/or consulting) is highly desired

• Experience in the medical or dental field would be a positive, but not required

• Must be detail oriented with strong organizational and analytical skills

• Advanced knowledge of Microsoft Office (emphasis on Excel)

• Proven experience building trusted relationships with clients

• Strong initiative and ability to manage multiple projects as well as strong follow through skills

• Excellent verbal and written communication required

• Keen intuition and ability to professionally problem solve and present recommendations or practical suggestions to clients

• 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 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: $80,000.00 - Maximum: $90,000.00

Quarterly performance incentives

Benefits

Competitive Base Pay & Compensation Package

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

Dental & Vision Insurance

Unlimited PTO

Firm-Paid Holidays, Including an Extended Winter Break

Safe Harbor 401k Plan

Generous Employer HSA Contributions

Employer Paid Professional Dues, Licenses/Renewals

Continuing Education Resources

Family Planning Assistance Program and Paid Parental Leave

Cain Watters & Associates 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.