Valuations Analyst

JOB OVERVIEW:

This position is responsible for collaborating with the Dental Practice Transitions (DPT) valuations and sales teams in processing reporting, evaluating data and preparing final practice valuation documentation output, including but not limited to restated financials, proformas and customized written reporting for the benefit of the Clients of DPT. From review, preparation and analysis of practice and financial records and submitted supporting information, to specific data entry into existing financial workspaces, Salesforce.com CRM and document templates, the individual in this role will be required to support, promote and deliver accuracy and consistency with acute attention to detail in contributing to the production of professional and market superior valuation products.
KEY RESPONSIBILITIES:
- Processing valuation documentation:
- Track missing items and communicate with DPT Transition Sales Consultants (TSC) to facilitate completion of the package, including the preparation of communication for the TSC to follow-up directly with clients and/or their professional advisors (i.e. Accountants) until all necessary documentation is received

- Analyze missing or incorrect information and independently advise on the appropriate next steps to move the package forward in the evaluation process

- Apply thorough understanding of financial acumen in review of complex financial, tax and practice management documentation

- Analyze provider productivity, procedure mix, staffing structure, and other operational reporting

- Research and interpret market transaction data to support developing valuation conclusions

- Update TSC, DPT Sales Support Specialist (SSS) and TSC’s Regional Manager on package and maintain current progress status and all related communications in Salesforce.com

- Enter data to prepare valuation into Salesforce.com and templates provided, including data from questionnaires and supplementary reporting, where required

- Maintain detailed records of review, requests and status updates in Salesforce.com

- Review and analyze financial records:
- Process, review and evaluate tax returns and other financial statements provided by TSCs/SSSs on behalf of DPT Clients and cross reference with CRM (Salesforce) to ensure complete and accurate records (updating CRM where directed by DPT Valuations Team Management)

- Identify key areas within financial documentation, assessing consistency and performance within measured practice and industry norms for further analysis

- Upon final review, update process status and documentation

- Preparation of practice proforma and prospectus documentation:
- Within the scope of the project, in-depth review and analysis of financial statements and other related/similar documentation as provided by practice Owner (and/or counsel)

- Scrutinize financial and other data comparing industry standards and practice norms

- Develop and present questions to aid in analysis of data

- Determine and make substantiated adjustments based on information provided by Doctor, CPA, TSC, documented resources and historical data and others involved in the transaction so to develop a model picture of the business

- Where directed, review contributory data sources and other resources so to establish a suggested or opinion of value for cases whereby typical valuation methodologies or circumstances do not allow for a full evaluation

- Finalize proforma / cash flow and evaluation documentation for Management approval

- Leveraging standard templates, compile, edit and finalize required written reporting for Management and TSC review and subsequent delivery to Client

- Edit, finalize and deliver to TSC practice financial package for listing, as required

- Where required, redact documentation as per company policy, compiling data and preparing documentation for valuation preparation

- Complete self and peer review of valuation packages after check-in and prior to processing to ensure n