Transition Consultant - NDP

Summary/Objective 

Reporting to the Head of Consulting, the Transition Consultant 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 

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

3. Educate clients on industry standard transition language/terms and communicate with attorneys to draft appropriate transition documentation 

4. Review transaction documents from an industry and deal perspective and work with client’s attorney to facilitate necessary changes 

5. Provide support in the operational transition and facilitate communication between buyers, sellers and applicable teams 

Responsibilities & 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 provide financial recommendations or opinions based on financial analysis performed 

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

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

7. Provide information for clients to lenders to facilitate lending process 

8. Facilitate communications and lead the process with attorneys, advisors, and other members of the buyer and seller teams 

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 

• 2+ years valuation, analysis, or relevant experience required 

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

• A CPA candidate or CPA strongly 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 is critical 

• Self-starter, able to initiate projects as well as successfully follow through on project 

• Above average level of organizational and prioritization skills 

• Ability to work well with others in fast paced, dynamic environment 

Travel 

Limited travel is expected for this position. 1-2 conferences a year (1-2 days each) 

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; 3 days in-office presence is required (subject to change based on client/company needs). Additionally, an in-office presence is expected for training, team meetings, or as other business needs dictate. The in-office requirement may be up to 5 days per week at the beginning of the job, throughout training, etc. 

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. 

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.