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Cain Watters & Associates

Senior Valuation Analyst NDP at Cain Watters & Associates

Cain Watters & Associates Frisco, TX

Job Description

Job descriptionReporting to the Head of Valuation the Senior 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 Senior 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.Essential FunctionsAnalyze financial statements tax returns and operational data of dental practices to perform comprehensive financial analyses estimate value and assess economic performance within the dental industry.Educate clients on industry-standard valuation methods and specific adjustments while effectively communicating to gather necessary financial information and respond to inquiries in a timely and professional manner.Develop innovative solutions and approaches to create deliverables that address client questions and provide clear insights through detailed valuation reports and presentations.Collaborate with team members on financial recommendations and ad-hoc projects while overseeing and mentoring junior staff to ensure high-quality work and professional development within the team.Responsibilities and DutiesAnalyze financials tax returns and other operational data of dental practice to perform financial analysis and estimates of valueEducate clients on industry standard valuation methods and specific valuation adjustments utilized in clients engagementAbility to analyze financial data for trends and anomaliesDevelops innovative approaches to produce deliverables that show the solution to a clients questionsWork with our team to make financial recommendation or opinions based on financial analysis performedCommunicate with clients to gather the appropriate financial informationAssessing the economic performance of the clients company the dental industry in order to create a detailed analysis for use in valuation reports and other written work productsDeliver presentations to clients of valuation deliverable and answer questions in a professional succinct mannerWork with team on ad-hoc projects as neededRespond to client inquiries and questions unassisted in a professional and timely mannerReview of junior staff work and training as applicableThis 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.Job requirementsEducation and Experience4 years of valuation analysis or relevant experience requiredBachelors degree in Accounting Finance or related field required; Masters degree strongly preferredCPA or CVAcertification preferredMust be detail oriented with strong organizational and analytical skillsAdvanced 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 skillsAbility to complete projects timely and accurately criticalSelf-starter able to initiate projects as well as successful follow through on projectAbove average level of organizational and prioritizing skillsAbility to work well with others in fast paced dynamic environmentTravelNo travel is expected for this position.Work EnvironmentThis 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 DemandsThis 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 WorkThis 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 managements approval. This role offers a hybrid work arrangement; 2-3 days in-office presence is required. Additionally an in-office presence is expected for training team meetings or as other business needs dictate.Job Compensation & BenefitsThrough 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.CompensationMinimum: $85000.00 - Maximum: $95000.00 USDBenefitsCompetitive SalaryEmployer Paid Medical Short-Term Disability Accident Life and AD&D InsuranceDental & Vision InsuranceUnlimited PTOCompany-Paid HolidaysSafe Harbor 401k PlanGenerous Employer HSA ContributionsEmployer Paid Professional Dues Licenses/RenewalsContinuing Education ResourcesNDP 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 . Your concerns will be handled with the utmost confidentiality and care.All done!Your application has been successfully submitted!Other jobsRequired Experience:Senior IC Key Skills Business Development,Litigation,GAAP,Accounting,Pricing,Analysis Skills,Research Experience,Securities Law,Financial Analysis,Financial Modeling,Leadership Experience,Mentoring Employment Type : Full-Time Experience: years Vacancy: 1 Yearly Salary Salary: 85000 - 95000

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