Valuations Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Accountable for working in conjunction with the DPT valuations and sales teams to process reports, assess data, and prepare the final documentation for practice valuations.

• Monitor missing items and liaise with TSC to ensure the completion of the package.

• Examine any missing or incorrect data and provide independent advice on subsequent actions.

• Utilize financial acumen to review complex financial, tax, and practice management documents.

• Keep TSC, SSS, and TSC’s Regional Manager informed about package status and maintain current progress updates in Salesforce.com.

• Process, evaluate, and review tax returns along with other financial statements submitted by TSCs/SSSs on behalf of DPT Clients.

⛳️ Requirements

• Generally, 3 to 5 years of relevant experience in valuations or financial analysis.

• Preferred knowledge in dental practice transitions consulting and/or practice valuations.

• Intermediate comprehension of business financials, which includes tax forms, depreciation schedules, financial statements, balance sheets, payroll reports, and other documentation related to practice management.

• Advanced proficiency in Microsoft Excel, Word, Teams, Outlook, PowerPoint, OneDrive, and associated web applications.

• Capability to interpret and understand dental practice management and related business reporting across all systems.

• Knowledge of financial documentation including state and federal Tax Returns, depreciation schedules, payroll/W-2 documentation, as well as Financial Statements (Income/Profit and Loss Statements and Balance Sheets).

🏝️ Benefits

• Medical, Dental, and Vision Coverage

• 401K Plan with Company Match

• PTO [or sick leave if applicable]

• Paid Parental Leave

• Income Protection

• Work Life Assistance Program

• Flexible Spending Accounts

• Educational Benefits

• Worldwide Scholarship Program

• Volunteer Opportunities