Collaborating with the Dental Practice Transitions (DPT) valuations and sales teams
Processing reporting, evaluating data and preparing final practice valuation documentation output
Review, preparation and analysis of practice and financial records
Track missing items and communicate with DPT Transition Sales Consultants (TSC) to facilitate completion of the package
Analyze missing or incorrect information and independently advise on the appropriate next steps
Apply thorough understanding of financial acumen in review of complex financial, tax and practice management documentation
Prepare practice proforma and prospectus documentation
Complete self and peer review of valuation packages after check-in and prior to processing
Requirements
Typically, 3 to 5 years of related valuations / financial analysis experience
Preference of knowledge in dental practice transitions consulting and/or practice valuations
Intermediate understanding of business financials, including tax forms, depreciation schedules, financial statements, balance sheets, payroll reports as well as practice management reporting
Ability to read and digest dental practice management and related business reporting
Benefits
Medical, Dental and Vision Coverage
401K Plan with Company Match
PTO [or sick leave if applicable]
Paid Parental Leave
Income Protection
Work Life Assistance Program
Flexible Spending Accounts
Educational Benefits
Worldwide Scholarship Program
Volunteer Opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.