Valuations Specialist - LPS

JOB OVERVIEW:

This position is responsible for preparing financial models for doctors throughout the client lifecycle, from review and analysis of documentation received and follow up with the client to generate a superior and professional financial model.

KEY RESPONSIBILITIES:

• Processing financial documentation: Reviews and analyzes information from Dental Transaction Coordinators and clients and cross reference with valuation models to ensure complete and accurate; tracks and communicates missing items to DTC.
• Present data in a concise, visually pleasing manner.
• Substantiate financial transactions by reviewing documents including proofing and tying out payroll and revenue entries.
• Reconcile financial information by collecting and analyzing account information.
• Review and finalize completed valuations (self and team members) to send to supervisor for review and approval; update Smartsheet.
• Quickly and accurately answer buyer questions regarding financial models and information.
• Cross trained in all areas of the financial analysis department, including taking incoming client valuation calls and preparing incoming client models.
• Participates in special projects and performs other duties as requested by supervisor.

*This position is not authorized to offer legal advice.

SPECIFIC KNOWLEDGE & SKILLS:

• Computer knowledge: Word, Excel, Windows, Google Suite, as well as internet basics.
• Understanding of Accounting principles and financial statement preparation.
• Familiarity with common accounting programs like QuickBooks.
• Mathematical aptitude and computer applications skills required

GENERAL SKILLS & COMPETENCIES:

• Basic understanding of industry practices
• General proficiency with tools, systems, and procedures
• Basic planning/organizational skills and techniques
• Good decision making, analysis and problem-solving skills
• Good verbal and written communication skills
• Basic presentation and public speaking skills
• Basic interpersonal skills
• Developing professional credibility

MINIMUM WORK EXPERIENCE:

Typically 2 to 4 years of related professional experience.

PREFERRED EDUCATION:

Typically a Bachelor's Degree or global equivalent in related discipline. Accounting degree preferred.

TRAVEL / PHYSICAL DEMANDS:

Travel typically less than 10%. Office environment. No special physical demands required.

KNOWLEDGE:

Intermediate level professional; developing knowledge within own discipline. Some evaluation, originality or ingenuity required to perform tasks. Frequently apply the fundamental concepts, practices, and procedures of a particular field. Apply company policies and procedures to resolve a variety of issues.

COMPLEXITY:

Work on problems of limited to moderate scope and impact where analysis of situations or data requires a review of a variety of factors. Analyze possible solutions using standard procedures to solve straightforward problems. Exercise judgment within defined procedures and practice to determine appropriate action. Build productive internal/external working relationships.

SUPERVISION:

Receive a moderate level of instruction on day-to-day work and detailed instruction and guidance on new projects or assignments.

PERFORMANCE REQUIREMENTS:

Typically, to advance to a new job level, TSMs must demonstrate professional behavior and should consistently be at the high-end of meets expectations or consistently exceed expectations.