Valuation Analyst - NDP

Summary/Objective

Reporting to the Head of Valuation, the 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 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.

• Communicate with clients to gather and validate relevant financial information

• Analyze financial statements, tax returns, and operational data for dental practices to support financial analysis and valuation estimates

• Evaluate financial data to identify trends, variances, and anomalies

• Develop thoughtful and effective deliverables that address client questions and provide clear solutions

• Collaborate with team members to develop financial recommendations and insights based on analysis performed

• Assess the economic performance of client businesses and the broader dental industry to support detailed valuation reports and other written deliverables

• Contribute to ad hoc projects and team initiatives as needed

• Respond to client inquiries in a professional, timely, and service‑oriented manner

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.

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

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

• CPA or CVA strongly 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

Minimal overnight and out-of-state travel may be required.

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.

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.

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; at least 3 days in-office presence is required. Additionally, an in-office presence is expected for training, team meetings, or as other business needs dictate.

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,…