We are in the detail-oriented services industry, based in Dallas, Texas, United States, and we're seeking a dedicated Senior Valuation Analyst to join our team. The role involves analyzing financials, tax returns, and other operational data of dental practices to perform financial analysis and estimate values.
Responsibilities:
• 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
• Utilize skills in Business Systems, Confluence, CRM, Crystal Reports, Data Mining Techniques, About Time, Accounting Functions, Auditing, Budget Processes, and Capital Management to perform job responsibilities effectively.
• 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.